Quotes & Sales Orders
- QuickParse® - Sales Order Automation
- Quick Entity Creation - Sales Orders, Purchase Orders, Quotes, Customers, Items, etc.
- De-committing Items on a Sales Order or Shipment
- Forcing Users to Confirm Duplicated Customer Purchase Order (PO) on Sales Orders
- Creating a New Customer Location within a Sales Order or Quote
- Adding Line and Header Notes to Sales Orders, Purchase Orders, Quotes, and Work Orders
- Releasing Allocated Inventory from a Shipment
- Adding Customer PO and Order Number Barcode to Packing Slips
- Creating a Sales Order or Quote from the VMI Tool
- Using Landed Costs in 10X, including Handling Tariffs in 10X
- Generating Credit for Sales Order Return from Return Receipt, Applying Credit in Accounts Receivable
- Using Item Tags (Keywords) for Searching Line Items in Quotes and Sales Orders
- Professional Services
- Creating Work Orders from Sales Orders (Auto WO and Manual Creation), Closing WO Builds Associated with Sales Orders
- Creating a Deposit on a Sales Order; Generating a Payment for a Sales Order before Invoicing
- Processing Credit Cards in 10X ERP
- Converting Quote to Sales Order; Copying Quotes and Sales Orders
- Creating and Generating a Purchase Order from a Sales Order
- Deleting Quote, Order, Purchase Order, Work Order, and more Line Items in 10X ERP
- How to Send (or Resend) Order Related Documents