Best Practices: Special Orders

Knowledge Base
When you create a special order (SO) for items that you do not carry or in unusually large quantities, use the Special Order tab in the Advanced Lookup window to search for and add the items to the invoice. Then, save (store) the invoice as a Special Order. You can...

How to insert subtotals on an invoice

Invoice/Quote, Knowledge Base
When items are added or removed from the invoice, subtotals will be automatically adjusted.  The subtotal is calculated from the previous subtotal.  If no prior subtotal exists, the subtotal is calculated from the start of the invoice. In the Invoice/Quote module,...

About Profit Analyst

About, Invoice/Quote, Knowledge Base
The Profit Analyst shows you the cost, profit and margin for any line item in your invoice (Current Line values) or quote and  for the total (Invoice values). Store owners and managers can use this information to fine-tune complex quotes and when special pricing is...

How to access the Profit Analyst

Invoice/Quote, Knowledge Base
Note: An employee cannot use Profit Analyst unless they are explicitly given access. Learn more:  How to give an employee access to the Profit Analyst In the Invoice/Quote module, highlight an invoice or quote item. Do one of the following: Right-click the line item,...

How to allow changes to a special order

Knowledge Base, Setup
On the File menu, click Setup. Click the Company tab. In the Special Orders pane, select the Allow Special Orders to Be Edited checkbox. Click Save, and then click Close. Important:  Before you edit a special order, be aware of the following: If you modify a special...