Questions by Category: "Orders"

You can overview a Purchase Order which is created. In overview page, you can view "Print PDF" option which allows you to print a purchase order. Steps to Print Purchase Orders Lo...more

The conversion of an estimate into a work order is the beginning of the manufacturing process. And it will be more likely linked to a bill of material and other resources used. Therefor...more

You can view all the created Purchase Orders in "Created" tab. There will be a edit icon provided near each purchase orders by using that, you can make changes you need. Steps to Edit P...more

If you haven’t read about converting leads yet, please go through our Answers sections to understand how to convert leads. The sales process work in three phases. Lead Opportunity Or...more

The Kit Orders App has several groups of configuration settings that allow you to adjust the way the app functions. To configure your kit Orders App, start off by Log in and access Kit...more

Configuring multi-currency in Work Orders App is simple, and it allows you to set different currencies for work orders. See below for steps on how doing this. Steps to Include Multi-cur...more

The Estimates App is a simple way to provide sales quotes to your customers. You are able to track sales opportunities, generate estimates for them, and then convert this estimate into ...more

Kit orders app conversion feature allows you to convert kit order into invoice. Steps to Convert Kit Order into Invoice Log in and access Kit Orders App from your universal navig...more

The Work Orders app has several groups of configuration settings that allows you to configure in the way you want your application to function. Configuring the app before entering your ...more

  You can integrated the following apps with Work orders. They are  Customers, Employees, Items, Orders, Leads and Invoices Apps. Learn more about Work orders App. ...more

Scheduling of an Event can be done through the Calendar Tab of your Work Order. Billable tasks that are to be included in the invoices should be added to the tasks tab. Once you ha...more

Orders App allows you to set the self shipping method. You can define your own shipping methods to add an estimated shipping fee. You are allowed to choose any one of the shipping metho...more

Invoices App allows you to produce an invoice indicating the products or items ordered. The items which are ordered can be invoiced to the customer. Steps to Create an Invoice from Orde...more

You can create an invoice for work order that describes the service performed and charges applied for products/items. Steps to Create an Invoice from Work orders Log in and access Invo...more