Quotes & Sales Orders
- Editing a Location within a Sales Order
- 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
- QuickParse® - Sales Order Automation
- Releasing Allocated Inventory from a Shipment
- Updating Shipping Methods for Sales Returns
- Adding Customer PO and Order Number Barcode to Packing Slips
- Forcing Users to Confirm Duplicated Customer Purchase Order (PO) on Sales Orders
- Creating a Sales Order or Quote from the VMI Tool
- Using Item Tags (Keywords) for Searching Line Items in Quotes and Sales Orders
- Generating Credit for Sales Order Return from Return Receipt, Applying Credit in Accounts Receivable
- Using Landed Costs in 10X, including Handling Tariffs in 10X
- Including Costs on Add Ons; Adjusting GP% Using Add On Costs
- Processing Credit Cards in 10X ERP
- Creating a Deposit on a Sales Order; Generating a Payment for a Sales Order before Invoicing
- Creating Work Orders from Sales Orders (Auto WO and Manual Creation), Closing WO Builds Associated with Sales Orders
- Creating and Generating a Purchase Order from a Sales Order
- Item Blocks on a Quote or Sales Order
- Create Manual Purchase Order & Sales Order Returns (including Returns from pre-10X Launch POs & Orders)
- Quote Conversion Rate