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87 results for “Create a sales order”
Documentation
Quote History Overview
The Quote History Report shows quotes across statuses with filters, expandable details, and CSV export.
Documentation
Shipment Detail Overview
Shipment Detail shows the saved shipment record, shipment documents, export details, ship-to address, and shipped line items.
Documentation
Shipping Quotes Overview
Shipping Quotes opens the FedEx rate lookup screen for estimating shipping services and charges.
Documentation
System Settings Overview
System Settings is where permitted users maintain company setup, communications, lookup values, accounting mappings, shipping setup, and administrative exports.
Blog
The Best Manufacturing Software Under $500/Month, With Real Pricing
Compare PAX, Cetec, MRPeasy, Odoo, Katana, and other manufacturing software vendors under $500/month.
Documentation
View Shipments Overview
The View Shipments screen lists shipment records so users can review shipment detail, print documents, open related invoices, and generate return labels.
Blog
When Does a Small Manufacturer Actually Need ERP?
Specific signals that tell you it's time for ERP, signals that tell you it isn't, and what to do if you're somewhere in between.