helpwith.salesorder.com

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Common Actions
Company
- Workers and Users
  Add new User login
  Owners
Organizer
Expenses/Timesheets
- Expense Claims
  Mileage Claims
- Timesheets
Sales Forecasting
Sales
Purchasing
Inventory Forecasting
- Inventoro
Products/Services
Banking
Accounting
WMS: Warehouse Management
WMS Setup
Third-party logistics (3PL)?
Shipping
- FedEx Manager Integration
- UPS WorldShip Integration
Reports
Setup
Shopping Carts b2c
Trade Acceleration Portal 2.0
- TAP Users
  Customers
  Sales Reps
  Sales Teams
  Administrators
  Configure barcode order entry
  Get your Inventory List from QuickBooks
- TAP UX
  Global Brand Style
  Themes
  Pages
  Blocks
  Group Start
  Plain Text
  Image
  Hyperlink
  Menu Matrix
  Title
  Custom HTML
  Block Configurations
  Pixels and Percentages
  Flex Box Settings
  Flex Wrap
  Justify Content
  Align Items
  Column/Row Gap
  Align Content
  Background
  Dimensions
  Border
  Slider & Carousel
  Margin Padding
  Overflow Settings
  Content Management System (CMS)
Trade Acceleration Portal 1.0
- Configure barcode order entry
- Get your Inventory List from QuickBooks
Customization
Volume Automation
EDI
- EDI integration via XML
REST API
Schema Documents

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Data Migration is done in two steps: