Quotes & Sales Orders
- Professional Services
- Deleting Quote, Order, Purchase Order, Work Order, and more Line Items in 10X ERP
- Customer Sales History in 10X ERP
- How to Send (or Resend) Order Related Documents
- Converting Quote to Sales Order; Copying Quotes and Sales Orders
- Enhanced Search for Items During Sales Order and Purchase Order Entry, ASCII Ordering of Search Results
- How to Change Ship Methods in a Sales Order
- Credit Card Pre-Authorization Scenarios
- Viewing Available Inventory by Warehouse in Line Item Entry (Sales Orders, Quotes, etc.)
- Using Order Source in 10X ERP
- Creating Purchase Orders for Components & Subcomponents from a Sales Order; Purchasing Components & Subcomponents
- Creating Sales Reps, Commission Settings, & Commission Reports
- Overriding System Unit Cost on Quotes & Sales Orders; Adding a Placeholder Unit Cost for Use on a Purchase Order
- Defining & Using Substitute Items on Sales Orders
- Editing Assemblies on the Fly in a Sales Order or Price Quote
- Adding Credit Card Fees, or other Add Ons, to Published Invoices
- Using Customer & Vendor Tags to Search on Quotes, Orders, RFQs, and Purchase Orders
- Setting Email Preferences on Shipments, Order Acknowledgements, and Pickups; Updating Shipments to Not Send Email to Customers Automatically
- Creating a Transfer Order (TO) from a Sales Order; Linking Transfer Orders to Sales Orders
- Creating Two Shipments with Different Shipping Methods on a Single Sales Order