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87 results for “Create a sales order”
Documentation
How to Create Order
Use this workflow to create a new customer Sales Order from the Sales dashboard.
Documentation
Sales Overview
The Sales section is where users create and manage customer orders, invoices, customers, payments, and sales reports.
Documentation
Create Order Overview
The Create Order screen is used to enter a new customer Sales Order with customer, address, shipping, tax, discount, and line-item details.
Documentation
How to Create Quote
Use this workflow to create a quote for an existing customer or prospect.
Documentation
Quotes Overview
The Quotes menu is where users create quotes, review open quotes, manage quote follow-up, convert quotes to Sales Orders, and run quote reports.
Video guides
PAX video guides
Watch step-by-step tutorials for sales orders, shipping, payments, customers and returns.
Documentation
Create Shipment Overview
The Create Shipment screen lists open Sales Orders that still have inventory quantities available to ship.
Documentation
How to Create Shipment
Use this workflow to post a shipment against an open Sales Order.
Documentation
How to Fulfill Non-Inventory Order
Use this workflow to complete open non-inventory Sales Order lines and create the related invoice lines.
Documentation
Edit Order Overview
The Edit Sales Order screen is used to update eligible open or partially shipped Sales Orders while preserving shipment, fulfillment, invoice, and inventory history.
Documentation
How to Edit Order
Use this workflow to update an eligible Sales Order from Open Orders.
Documentation
Open Orders Overview
The Open Orders screen is used to review active Sales Orders and continue order work such as editing, printing, invoicing previews, and non-inventory fulfillment.
Blog
AI in ERP for Manufacturers: Practical Use Cases
Where AI fits in ERP for manufacturers: answering data questions, guiding users through the system, and keeping transactions under human control.
Documentation
How to Convert Prospect to Customer
Use this workflow when a qualified prospect should become a customer in PAX.
Documentation
How to Log Payment Without Invoice
Use this workflow to record customer money that should become customer credit because no invoice is being selected.
Documentation
How to Manage Quotes
Use this workflow to print, email, edit, mark lost, or convert an open quote.
Documentation
New Quote Overview
The New Quote screen is used to build and save a quote for an existing customer or a prospect.
Documentation
Open Quotes Overview
The Open Quotes screen is used to review and manage quotes that are still in Open status.
Case study
PAX ERP Click Efficiency Study: 92.6% Within 3 Clicks
PAX ERP click-efficiency study measuring 163 ERP destinations. 92.6% are reachable in 1-3 clicks, with an average depth of 2.17 clicks.
Documentation
Payments Overview
The Payments screen is used to record customer payments against invoices, apply available customer credit, and record customer payments that do not yet have an invoice.