Search PAX
Find product information, documentation and articles.
87 results for “Create a sales order”
Documentation
Quote Analytics Overview
The Quote Analytics Report summarizes quote counts, value, win rate, and monthly quote trends for a selected date range.
Documentation
Receivables Overview
The Receivables work center is used to review customer invoices, record customer payments, and monitor open receivables.
Blog
Why ERP clicks matter
ERP clicks are not just a UI detail. For small manufacturers, click depth affects training, speed, adoption, and whether the system becomes the place work actually happens.
Documentation
How to Review Open Orders
Use this workflow to review active Sales Orders and decide the correct next action.
Documentation
How to Print Invoice from Open Orders
Use this workflow to print an invoice PDF from an open Sales Order.
Documentation
How to Create Task
Use this workflow to create a CRM follow-up task or log a new activity.
Documentation
Sales Reports Overview
The Sales Reports menu opens sales, customer, receivables, and invoice reports from the Sales dashboard.
Documentation
Open Orders by Part Number Overview
The Open Orders by Part Number report shows open inventory demand by part, including on-hand quantity, available quantity, open order count, and open quantity.
Blog
Sales Tax for Small Manufacturers: What to Know
How sales tax rates, nexus rules, manufacturing exemptions, and automation costs actually work for small manufacturers. Includes a comparison of major tax platforms.
Blog
On Hand, On Order and Available: Reading Inventory Numbers in PAX
Understand PAX inventory fields: On Hand, On PO/WO, On SO, Available and Reorder Analysis’s Net Available calculation.
Product
ERP overview
Explore manufacturing, inventory, accounting, purchasing and shipping in PAX ERP.
Documentation
Backorder Report Overview
The Backorder Report lists open Sales Orders that still have open inventory quantities to ship.
Documentation
How to Add Customer
Use this workflow to create one customer manually from the Sales Customers screen.
Documentation
How to Add Opportunity
Use this workflow to create a new sales opportunity for a prospect or customer.
Documentation
How to Record Sample/Giveaway
Use this workflow to reduce inventory when material leaves stock as a sample or giveaway outside the normal sales order shipment process.
Documentation
CRM Overview
The CRM section is where users manage prospects, quotes, sales opportunities, follow-up activities, email campaigns, and CRM reporting.
Documentation
Customer Detail Overview
The Customer Detail screen is used to review and maintain a customer record, including customer defaults, notes, addresses, contacts, opportunities, activities, orders, and quotes.
Documentation
How to Add Prospect
Use this workflow to create one new prospect company from the Prospects screen.
Documentation
How to Manage Pipeline
Use this workflow to review, update, move, and close sales opportunities in the CRM pipeline.
Documentation
Opportunities Overview
An opportunity is a CRM record that tracks a potential sale for either a prospect or an existing customer.