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87 results for “Create a sales order”
Documentation
How to Get FedEx Shipping Quote
Use this workflow to request FedEx shipping rates from PAX.
Documentation
How to Log Payment
Use this workflow to record a customer payment against a specific invoice or apply existing customer credit to that invoice.
Documentation
How to Print Invoice
Use this workflow to generate an invoice PDF for a customer invoice.
Documentation
How to Print Packing List
Use this workflow to generate a packing list PDF for an invoice's related shipment.
Blog
How to Skip the Expensive and Time-Consuming ERP Training and Onboarding Process
ERP training can add weeks of time and thousands of dollars to implementation. See how intuitive design, clear docs, and Paxy AI help PAX users start without formal training.
Documentation
How to View Shipment
Use this workflow to find a posted shipment and open shipment documents or export details.
Documentation
How to View/Edit Invoice Details
Use this workflow to open a single invoice, review its full detail, and make approved invoice edits when the invoice and your role allow it.
Documentation
Invoice Detail Overview
The Invoice Details screen is used to review one invoice in depth and make approved changes to eligible invoice header fields or invoice line values.
Documentation
Invoicing Overview
The Invoicing screen is used to find customer invoices, review invoice status, open invoice detail, print invoice documents, print packing lists, and email invoices.
Documentation
Parts Overview
The Parts screen lists active inventory part records and lets users review item setup, lot details, available quantities, pricing, vendor information, and purchasing setup.
Comparison
PAX vs E2 Shop System (Shoptech): Full ERP or Shop Tool?
E2 Shop System needs QuickBooks for accounting and separate CRM tools. PAX includes both from $350/mo for up to 5 main ERP users. Honest comparison for small manufacturers.
Comparison
PAX vs Fishbowl: Full ERP or QuickBooks Add-On?
Fishbowl starts at $229/mo but requires QuickBooks for accounting. PAX includes full GL, CRM, and manufacturing from $350/mo for up to 5 main ERP users. Honest comparison for small manufacturers.
Comparison
PAX vs JobBOSS2: Best ERP for Small Job Shops
JobBOSS2 costs ~$200/user/mo with $5K-$10K implementation. PAX starts at $350/mo for up to 5 main ERP users, $0 implementation. Honest comparison for small manufacturers.
Comparison
PAX vs Katana: Full ERP or Inventory Tool?
Katana starts at $299/mo but lacks accounting, CRM, and GL. PAX includes all three from $350/mo for up to 5 main ERP users. Honest comparison for manufacturers with 5 to 50+ employees.
Comparison
PAX vs Odoo: Purpose-Built or Build-It-Yourself?
Odoo averages 56% over budget on implementation. PAX costs $0 to implement and goes live in 3 days. Honest comparison for small manufacturers.
Comparison
PAX vs SAP Business One: Enterprise Brand vs Right-Sized ERP
SAP Business One costs $150K-$300K over 5 years for 20 users. PAX starts at $350/mo with $0 implementation. Honest comparison for manufacturers with 5 to 50+ employees.
Documentation
Paxy AI Overview
Paxy is the AI assistant in PAX for workflow or system help and authorized read-only ERP and CRM data questions.
Documentation
Paxy Permissions and Data Access
Paxy uses different access rules for workflow or system help and tenant data questions.
Documentation
Payment Terms Overview
Payment Terms is where payment term codes, names, due-date timing, and active status are maintained.
Documentation
Prospect Detail Overview
The Prospect Detail screen is where users review and maintain one prospect's CRM record, including details, addresses, contacts, notes, activities, opportunities, and quotes.