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