# helpwith.salesorder.com

## helpwith.salesorder.com

- [Read me first](https://helpwith.salesorder.com/read-me-first.md): Access essential resources with our Documentation and API ⇶ Explore detailed guides, integration tools, and technical support ✔ Easy-to-follow documentation ✔ Seamless API integration
- [Start!](https://helpwith.salesorder.com/start.md): How to begin your evaluation and get your system live.
- [How to move forward](https://helpwith.salesorder.com/start/how-to-move-forward.md)
- [Video Index](https://helpwith.salesorder.com/video-index.md)
- [Live in 5](https://helpwith.salesorder.com/live-in-5.md): Start optimizing your operations in five easy to follow steps.
- [Step 4: Solution Plan](https://helpwith.salesorder.com/live-in-5/step-4-solution-plan.md): The purpose of this plan is to get you and your system to a point where you can comfortably decide if our solution is a good fit for your wholesale operation.
- [Workflow Guides](https://helpwith.salesorder.com/live-in-5/step-4-solution-plan/workflow-guides.md)
- [Must read: Data Migration](https://helpwith.salesorder.com/live-in-5/must-read-data-migration.md)
- [Read First: ASIC and presets](https://helpwith.salesorder.com/live-in-5/must-read-data-migration/read-first-asic-and-presets.md): What you should know about the priority order of importing data and settings you must do before you can try any workflows in your system.
- [Transaction Migration Primer](https://helpwith.salesorder.com/live-in-5/must-read-data-migration/transaction-migration-primer.md): Read me first before you migrate or import any transactions to your new system.
- [Migrate transactions](https://helpwith.salesorder.com/live-in-5/must-read-data-migration/migrate-transactions.md): Transaction import is done using the 'Upload Transactions' template.
- [Migrate from Quickbooks](https://helpwith.salesorder.com/live-in-5/must-read-data-migration/migrate-from-quickbooks.md): The Quickbooks Transformer (QT) accelerates evaluation and setup. It automates a highly secure upload of your Quickbooks data. The QT also provides a bridge to import data from 3rd party systems.
- [How to categorize Quickbooks 'Open' Purchase Orders](https://helpwith.salesorder.com/live-in-5/must-read-data-migration/migrate-from-quickbooks/how-to-categorize-quickbooks-open-purchase-orders.md): Use this guide in conjunction with Evaluation to Launch workbook.
- [Step 5: Launch Sequence](https://helpwith.salesorder.com/live-in-5/step-5-launch-sequence.md): Your complete, step-by-step guide to launching your system and going Live.
- [T -6: System Settings](https://helpwith.salesorder.com/live-in-5/step-5-launch-sequence/t-6-system-settings.md): Settings you need to configure before you commence the Launch sequence.
- [T -5: Baseline preparation](https://helpwith.salesorder.com/live-in-5/step-5-launch-sequence/t-5-baseline-preparation.md): Baseline your new system and set a cut-off date for your old system.
- [T -4: 'Open' transactions](https://helpwith.salesorder.com/live-in-5/step-5-launch-sequence/t-4-open-transactions.md): In your old system, you'll have 'Open' Sales Orders and Purchase Orders, and perhaps even Sales Quotes. You need to identify and categorize each transaction type.
- [T -3: Trial balance](https://helpwith.salesorder.com/live-in-5/step-5-launch-sequence/t-3-trial-balance.md): It's time to set the Accounts receivable and payable balances in your new system.
- [T -2: Set Stock levels](https://helpwith.salesorder.com/live-in-5/step-5-launch-sequence/t-2-set-stock-levels.md): It's time to set your inventory levels in your new system. The last task in this stage is to check your Trial Balance.
- [T -1: User testing / Dry run](https://helpwith.salesorder.com/live-in-5/step-5-launch-sequence/t-1-user-testing-dry-run.md): You are now at the final stage before launch. It's a good idea to get your users together and get them to check the data and settings in your new system.
- [Customer references?](https://helpwith.salesorder.com/customer-references.md): We understand you may need to speak to our existing customers to help you make a decision to implement Salesorder.com. Here's our policy...
- [Common Actions](https://helpwith.salesorder.com/common-actions.md): These occur on the Actions bar, menus, and within the Line Item tables.
- [Login and Security](https://helpwith.salesorder.com/login-and-security.md)
- [Company](https://helpwith.salesorder.com/company.md)
- [Workers and Users](https://helpwith.salesorder.com/company/workers-and-users.md): Workers model employees, contractors, sales agents. Each type of worker can be assigned a user login to the main app, TAP - Trade Acceleration Portal, or the barcode scanner interface.
- [Add new User login](https://helpwith.salesorder.com/company/workers-and-users/add-new-user-login.md): Quickly add a new user to your system.
- [Owners](https://helpwith.salesorder.com/company/workers-and-users/owners.md)
- [Organizer](https://helpwith.salesorder.com/organizer.md)
- [Memo](https://helpwith.salesorder.com/organizer/memo.md): Attach a reminder, note, task, or event to any Document or Trading partner.
- [Contacts](https://helpwith.salesorder.com/organizer/contacts.md): Contacts have two contexts, Addresess e.g. Billing Address, and arbitrary Contacts, e.g. Nick Spooner is the type: Buyer.
- [Calendar](https://helpwith.salesorder.com/organizer/calendar.md)
- [Email](https://helpwith.salesorder.com/organizer/email.md): Connect and use your email to send, receive, and track Sales and Purchasing emails by Customer or Supplier.
- [Attachments and Linking](https://helpwith.salesorder.com/organizer/attachments-and-linking.md): Attach or link files to any Trading Partner or Document.
- [Expenses/Timesheets](https://helpwith.salesorder.com/expenses-timesheets.md): Employee expense forms and time tracking.
- [Expense Claims](https://helpwith.salesorder.com/expenses-timesheets/expense-claims.md)
- [Mileage Claims](https://helpwith.salesorder.com/expenses-timesheets/expense-claims/mileage-claims.md)
- [Timesheets](https://helpwith.salesorder.com/expenses-timesheets/timesheets.md): Time tracking by Worker. Used in conjunction with Jobs.
- [Sales Forecasting](https://helpwith.salesorder.com/sales-forecasting.md): Use Sales Forecasting to enable Sales people to record and forecast opportunities, and Sales leaders (and everyone who needs to know), understand and track the Sales pipeline.
- [Sales](https://helpwith.salesorder.com/sales.md): Customers and Sales Documents
- [Leads](https://helpwith.salesorder.com/sales/leads.md): The Lead Document captures details about sales inquiries from prospective or existing Customers.
- [Prospects](https://helpwith.salesorder.com/sales/prospects.md)
- [Customers](https://helpwith.salesorder.com/sales/customers.md): CRM: manage and track sales, fulfillment, and accounting activity for a specific customer on a single page
- [Credit Controls](https://helpwith.salesorder.com/sales/customers/credit-controls.md): Set Credits and automate control processes
- [Jobs](https://helpwith.salesorder.com/sales/jobs.md): Rudimentary tracking of time and expenses.
- [Sales Quote](https://helpwith.salesorder.com/sales/sales-quote.md): A.k.a. estimate
- [Sales Orders](https://helpwith.salesorder.com/sales/sales-orders.md): Fields, Descriptions, Actions
- [Common Sales Tasks](https://helpwith.salesorder.com/sales/sales-orders/common-sales-tasks.md)
- [Pre-Authorization/Pre-Payment with BASYS](https://helpwith.salesorder.com/sales/sales-orders/common-sales-tasks/pre-authorization-pre-payment-with-basys.md)
- [Ordered Item History](https://helpwith.salesorder.com/sales/sales-orders/ordered-item-history.md): This functionality lets you quickly select recently ordered items via the Item Selector when creating new Sales Documents.
- [Stock Allocation](https://helpwith.salesorder.com/sales/sales-orders/stock-allocation.md): A controlled process for assigning stock to Sales Orders.
- [Pick-Pack-Ship Process](https://helpwith.salesorder.com/sales/sales-orders/pick-pack-ship-process.md)
- [Sales Order List](https://helpwith.salesorder.com/sales/sales-orders/sales-order-list.md): Find, Group and perform bulk actions on Sales Orders
- [Drop Ship](https://helpwith.salesorder.com/sales/sales-orders/drop-ship.md): Automate creation of Supplier Purchase Orders from Sales Orders
- [Special Orders (Just in Time)](https://helpwith.salesorder.com/sales/sales-orders/special-orders-just-in-time.md): From a Sales Order, automate the purchase of just in time (JIT) Items you don't normally stock.
- [Discounts](https://helpwith.salesorder.com/sales/sales-orders/discounts.md): How to apply Discounts to Sales Documents
- [Prepayment/Deposit](https://helpwith.salesorder.com/sales/sales-orders/prepayment-deposit.md)
- ['Add Shipping Cost to Sales Order' Plugin](https://helpwith.salesorder.com/sales/sales-orders/add-shipping-cost-to-sales-order-plugin.md): This feature allows automatic addition of a shipping charge as a line item to an invoice when certain conditions are met.
- [Cash Sales](https://helpwith.salesorder.com/sales/cash-sales.md): A Cash Sale is recorded when a Customer pays you in full at the point of sale.
- [Sales Invoices](https://helpwith.salesorder.com/sales/sales-invoices.md)
- [Payments from Customers](https://helpwith.salesorder.com/sales/payments-from-customers.md)
- [Processing digital Payments](https://helpwith.salesorder.com/sales/payments-from-customers/processing-digital-payments.md): Payments by Card or ACH.
- [Apply Credit Automatically on Payments](https://helpwith.salesorder.com/sales/payments-from-customers/apply-credit-automatically-on-payments.md): This functionality allows users to automatically apply selected credit notes on selected invoices.
- [Customer Credit Notes](https://helpwith.salesorder.com/sales/customer-credit-notes.md)
- [Customer Refunds](https://helpwith.salesorder.com/sales/customer-refunds.md)
- [Delivery Notes (a.k.a Packing List)](https://helpwith.salesorder.com/sales/delivery-notes-a.k.a-packing-list.md): a.k.a. Packing Note/Slip, Packing List etc.
- [Customer Statements](https://helpwith.salesorder.com/sales/customer-statements.md): Send your Customers a detailed breakdown of their AR transactions
- [Shipments](https://helpwith.salesorder.com/sales/shipments.md): Once stock is allocated to a Sales Order, a 'child' Shipment transaction can be created. Shipments track the progress of Line Items through the pick, pack, and shipment processes.
- [Pick List](https://helpwith.salesorder.com/sales/shipments/pick-list.md): A printed document containing a list of what to pick.
- [RMA](https://helpwith.salesorder.com/sales/rma.md)
- [Commission automation?](https://helpwith.salesorder.com/sales/commission-automation.md): Managing and automating sales commisions and payouts
- [Purchasing](https://helpwith.salesorder.com/purchasing.md): The Purchasing Explorer Folder is shown below. This Folder holds everything to do with Purchasing activities, including entering Supplier details, issuing Purchase Orders, receiving and entering Bills
- [Suppliers](https://helpwith.salesorder.com/purchasing/suppliers.md): Supplier (Vendor) master
- [Purchase Quotes](https://helpwith.salesorder.com/purchasing/purchase-quotes.md)
- [Purchase Orders](https://helpwith.salesorder.com/purchasing/purchase-orders.md): Purchase Orders (PO) instruct Suppliers to fulfill Items to you or your Customer (drop ship) POs track the quantity of Items received and Billed.
- [Cash Purchases](https://helpwith.salesorder.com/purchasing/cash-purchases.md): Use for an immediate purchase and record payment.
- [Item Receipts](https://helpwith.salesorder.com/purchasing/item-receipts.md)
- [Bills (Purchase Invoices)](https://helpwith.salesorder.com/purchasing/bills-purchase-invoices.md)
- [Payments to Suppliers](https://helpwith.salesorder.com/purchasing/payments-to-suppliers.md)
- [Supplier Credit Notes](https://helpwith.salesorder.com/purchasing/supplier-credit-notes.md): a.k.a Debit Note.
- [Supplier Refunds](https://helpwith.salesorder.com/purchasing/supplier-refunds.md)
- [PO Generator by Item](https://helpwith.salesorder.com/purchasing/po-generator-by-item.md): Automates replenishment Purchase Order process
- [PO Generator by Order](https://helpwith.salesorder.com/purchasing/po-generator-by-order.md): Automates back order Purchase Order process
- [Inventory Forecasting](https://helpwith.salesorder.com/inventory-forecasting.md): Get a daily real time view of the performance of your inventory. Forecast what you need, when you need it, so you always have the minimum inventory required and no wasted capital.
- [Inventoro](https://helpwith.salesorder.com/inventory-forecasting/inventoro.md): Inventoro is an inventory forecasting tool. It is directly integrated with Salesorder using a Plug in. Inventoro is a service provided by our partner company.
- [Products/Services](https://helpwith.salesorder.com/products-services.md)
- [Items - which ones?](https://helpwith.salesorder.com/products-services/items-which-ones.md)
- [Preferred Suppliers](https://helpwith.salesorder.com/products-services/items-which-ones/preferred-suppliers.md)
- [Stock Items (SKUs)](https://helpwith.salesorder.com/products-services/items-which-ones/stock-items-skus.md)
- [Stock Assemblies](https://helpwith.salesorder.com/products-services/items-which-ones/stock-assemblies.md)
- [Kits](https://helpwith.salesorder.com/products-services/items-which-ones/kits.md): A bundle of Items that could be sold individually
- [Non Stock Items](https://helpwith.salesorder.com/products-services/items-which-ones/non-stock-items.md)
- [Group Item](https://helpwith.salesorder.com/products-services/items-which-ones/group-item.md)
- ['Calculation' Items](https://helpwith.salesorder.com/products-services/items-which-ones/calculation-items.md): Items to apply a charge, discount, or markup to the preceding line item.
- [Service Item](https://helpwith.salesorder.com/products-services/items-which-ones/service-item.md): Use this Item to track time on Timesheets and Jobs.
- [Matrix Item](https://helpwith.salesorder.com/products-services/items-which-ones/matrix-item.md)
- [Sites](https://helpwith.salesorder.com/products-services/sites.md): A rudimentary location for stock.
- [Stock Adjustment](https://helpwith.salesorder.com/products-services/stock-adjustment.md): A stock adjustment can modify the quantity and value of your stock.
- [Stock Manager](https://helpwith.salesorder.com/products-services/stock-manager.md): Track stock instances and their relevant properties i.e. Lot or Serial Number.
- [Stock Locations](https://helpwith.salesorder.com/products-services/stock-locations.md): A node on the explorer only visible when the WMS is installed.
- [Categories, Tags and Attributes](https://helpwith.salesorder.com/products-services/categories-tags-and-attributes.md): Categories, Tags and Attributes empower you to organize your items.
- [Categories](https://helpwith.salesorder.com/products-services/categories-tags-and-attributes/categories.md)
- [Tags](https://helpwith.salesorder.com/products-services/categories-tags-and-attributes/tags.md)
- [Attributes](https://helpwith.salesorder.com/products-services/categories-tags-and-attributes/attributes.md)
- [Images on Items](https://helpwith.salesorder.com/products-services/images-on-items.md)
- [Item Extra Info](https://helpwith.salesorder.com/products-services/item-extra-info.md)
- [Price Levels](https://helpwith.salesorder.com/products-services/price-levels.md)
- [Price Lists](https://helpwith.salesorder.com/products-services/price-lists.md)
- [Advanced Price Lists](https://helpwith.salesorder.com/products-services/advanced-price-lists.md)
- [Banking](https://helpwith.salesorder.com/banking.md): Track Bank Accounts
- [Cashflow Forecast](https://helpwith.salesorder.com/banking/cashflow-forecast.md)
- [Checks](https://helpwith.salesorder.com/banking/checks.md): Create and Print checks.
- [Bank Reconciliation](https://helpwith.salesorder.com/banking/bank-reconciliation.md)
- [Petty Cash Accounts](https://helpwith.salesorder.com/banking/petty-cash-accounts.md): Track arbitrary cash spend.
- [Credit Cards](https://helpwith.salesorder.com/banking/credit-cards.md): Liability Account to track credit cards owned by the business
- [Money In and Out](https://helpwith.salesorder.com/banking/money-in-and-out.md): Aggregates the GL entries for cash flowing in and out of the business.
- [Accounting](https://helpwith.salesorder.com/accounting.md): Multicurrency, tax agnostic general ledger
- [Accounting Periods](https://helpwith.salesorder.com/accounting/accounting-periods.md): This functionality will save you and your team time for generating reports, simplifying system navigation, and allowing you to view document-level Accounting Periods.
- [Payment Terms](https://helpwith.salesorder.com/accounting/payment-terms.md)
- [Tax](https://helpwith.salesorder.com/accounting/tax.md): Tax agnostic
- [Sales Tax](https://helpwith.salesorder.com/accounting/tax/sales-tax.md): For General Ledgers with a USD or CAD base currency
- [US Tax Codes](https://helpwith.salesorder.com/accounting/tax/sales-tax/us-tax-codes.md)
- [Tax Authorities](https://helpwith.salesorder.com/accounting/tax/tax-authorities.md)
- [Working with HMRC (UK Specific)](https://helpwith.salesorder.com/accounting/tax/tax-authorities/working-with-hmrc-uk-specific.md)
- [Tax Codes](https://helpwith.salesorder.com/accounting/tax/tax-codes.md)
- [Tax Groups](https://helpwith.salesorder.com/accounting/tax/tax-groups.md)
- [Item Tax Options](https://helpwith.salesorder.com/accounting/tax/item-tax-options.md)
- [VAT Returns](https://helpwith.salesorder.com/accounting/tax/vat-returns.md)
- [Avalara ‘AvaTax’ Plugin](https://helpwith.salesorder.com/accounting/tax/avalara-avatax-plugin.md)
- [Currencies](https://helpwith.salesorder.com/accounting/currencies.md): Support multicurrency accounting
- [General Journals](https://helpwith.salesorder.com/accounting/general-journals.md)
- [Memorized Transactions](https://helpwith.salesorder.com/accounting/memorized-transactions.md)
- [Reverse Transactions](https://helpwith.salesorder.com/accounting/reverse-transactions.md): You can reverse specific accounting transactions: Item Receipts (available now), Sales Invoices, and Customer Payments (coming Q2, 2023).
- [WMS: Warehouse Management](https://helpwith.salesorder.com/wms-warehouse-management.md): Built in warehouse management system (WMS) with stock instance tracking
- [Stock View](https://helpwith.salesorder.com/wms-warehouse-management/stock-view.md): Tells you about the persona of each instance of a Stock Item, how many you've got and where each one of them is
- [Goods In](https://helpwith.salesorder.com/wms-warehouse-management/goods-in.md): On the Goods In Tab, you can manage and track the receipt of Purchase Orders.
- [Goods Out](https://helpwith.salesorder.com/wms-warehouse-management/goods-out.md): Lets you track the progress of Orders in the Goods Out (fulfillment process). You can execute the Pick, Pack and Ship process from here
- [RMA](https://helpwith.salesorder.com/wms-warehouse-management/rma.md): Receiving RMA in the WMS
- [Shipping](https://helpwith.salesorder.com/wms-warehouse-management/shipping.md): Manage the Shipping process in the Warehouse Management System
- [Pallets](https://helpwith.salesorder.com/wms-warehouse-management/pallets.md): Find and view Pallets. Delete selected and empty Pallets.
- [Kits and Assemblies](https://helpwith.salesorder.com/wms-warehouse-management/kits-and-assemblies.md)
- [Stock Actions](https://helpwith.salesorder.com/wms-warehouse-management/stock-actions.md): Perform bulk actions on SKUs in the Warehouse
- [Stock Count](https://helpwith.salesorder.com/wms-warehouse-management/stock-count.md): Configure and perform Stock Counts
- [Locations](https://helpwith.salesorder.com/wms-warehouse-management/locations.md): Model warehouse locations and their individual behavior/configurations.
- [History](https://helpwith.salesorder.com/wms-warehouse-management/history.md): Track summary and detail of all warehouse actions.
- [Admin](https://helpwith.salesorder.com/wms-warehouse-management/admin.md)
- [Config](https://helpwith.salesorder.com/wms-warehouse-management/config.md): Configure your workflows, specify identifications for packaging containers and add printers
- [Barcode Scanner App ⛭](https://helpwith.salesorder.com/wms-warehouse-management/barcode-scanner-app.md): How to add a Barcode Scanner to your WMS. You'll need to add a Scanner user in the WMS Console.
- [Multipacks](https://helpwith.salesorder.com/wms-warehouse-management/multipacks.md): Manage packs containing multiple SKUs. Specify multiple Multipacks for the same SKU.
- [Overship Tolerance](https://helpwith.salesorder.com/wms-warehouse-management/overship-tolerance.md)
- [Expiry Date](https://helpwith.salesorder.com/wms-warehouse-management/expiry-date.md)
- [WMS Setup](https://helpwith.salesorder.com/wms-setup.md): Install and evaluate or setup the Warehouse Management System.
- [Third-party logistics (3PL)?](https://helpwith.salesorder.com/third-party-logistics-3pl.md): What you need to know about connecting your system to a 3PL to automate the dialogue between your system and theirs. What we need from you.
- [Shipping](https://helpwith.salesorder.com/shipping.md)
- [FedEx Manager Integration](https://helpwith.salesorder.com/shipping/fedex-manager-integration.md): Connect FedEx Manager to Salesorder to automate shipping processes.
- [UPS WorldShip Integration](https://helpwith.salesorder.com/shipping/ups-worldship-integration.md): This is a plugin for customers who are using UPS’s Worldship desktop application to process shipments.
- [Reports](https://helpwith.salesorder.com/reports.md)
- [Classifications](https://helpwith.salesorder.com/reports/classifications.md): Classifications for Searching and Reporting.
- [Report Mailer](https://helpwith.salesorder.com/reports/report-mailer.md)
- [Email Reports on Schedule](https://helpwith.salesorder.com/reports/email-reports-on-schedule.md)
- [Accounting Periods](https://helpwith.salesorder.com/reports/accounting-periods.md)
- [Setup](https://helpwith.salesorder.com/setup.md)
- [Roles](https://helpwith.salesorder.com/setup/roles.md): Set user access and permissions parameters to assign to a worker
- [Email templates](https://helpwith.salesorder.com/setup/email-templates.md)
- [Payment Processors](https://helpwith.salesorder.com/setup/payment-processors.md): 'Payment processors' describes Gateways and Processors.
- [Basys: low fees, VIP service](https://helpwith.salesorder.com/setup/payment-processors/basys-low-fees-vip-service.md): Basys is our preferred payment processor. It's baked into your system and lets you process card and ACH Payments via Salesorder or the TAP at the lowest possible fees.
- [Authorize.net](https://helpwith.salesorder.com/setup/payment-processors/authorize.net.md): A payment gateway from VISA. Process and store customer cards for payments.
- [Cybersource](https://helpwith.salesorder.com/setup/payment-processors/cybersource.md)
- [PayPal](https://helpwith.salesorder.com/setup/payment-processors/paypal.md)
- [USAePAy](https://helpwith.salesorder.com/setup/payment-processors/usaepay.md)
- [Paragon (PAYA)](https://helpwith.salesorder.com/setup/payment-processors/paragon-paya.md): Paragon is a third-party payment processor to process Customer card or ACH payments via Salesorder or the TAP. This integration is enabled by a Plugin.
- [Configuration](https://helpwith.salesorder.com/setup/configuration.md): Top level page
- [Company ⛭](https://helpwith.salesorder.com/setup/configuration/company.md): Key information about your Company
- [Memo ⛭](https://helpwith.salesorder.com/setup/configuration/memo.md): Set Memo Types, i.e. Follow up.
- [Ref # ⛭](https://helpwith.salesorder.com/setup/configuration/ref.md): Ref # (reference numbers) are unique IDs assigned to a trading partner or document. You can set these to increment sequentially as documents are created.
- [Leads ⛭](https://helpwith.salesorder.com/setup/configuration/leads.md)
- [Prospects ⛭](https://helpwith.salesorder.com/setup/configuration/prospects.md)
- [Customers ⛭](https://helpwith.salesorder.com/setup/configuration/customers.md)
- [Credit Controls⛭](https://helpwith.salesorder.com/setup/configuration/credit-controls.md)
- [Jobs ⛭](https://helpwith.salesorder.com/setup/configuration/jobs.md)
- [Sales Quote ⛭](https://helpwith.salesorder.com/setup/configuration/sales-quote.md)
- [Sales Order ⛭](https://helpwith.salesorder.com/setup/configuration/sales-order.md): Configure the Sales Order
- [Sales Invoice ⛭](https://helpwith.salesorder.com/setup/configuration/sales-invoice.md)
- [Customer Credit Note ⛭](https://helpwith.salesorder.com/setup/configuration/customer-credit-note.md)
- [Cash Sale ⛭](https://helpwith.salesorder.com/setup/configuration/cash-sale.md)
- [Statements ⛭](https://helpwith.salesorder.com/setup/configuration/statements.md)
- [Shipment ⛭](https://helpwith.salesorder.com/setup/configuration/shipment.md): Configure the Shipment
- [Customer Refund ⛭](https://helpwith.salesorder.com/setup/configuration/customer-refund.md)
- [Delivery Notes ⛭](https://helpwith.salesorder.com/setup/configuration/delivery-notes.md)
- [RMA ⛭](https://helpwith.salesorder.com/setup/configuration/rma.md): Configure RMA
- [Pick List ⛭](https://helpwith.salesorder.com/setup/configuration/pick-list.md): Configure the Pick List
- [Supplier ⛭](https://helpwith.salesorder.com/setup/configuration/supplier.md)
- [Purchase Quote ⛭](https://helpwith.salesorder.com/setup/configuration/purchase-quote.md)
- [Purchase Order ⛭](https://helpwith.salesorder.com/setup/configuration/purchase-order.md)
- [Item Receipt ⛭](https://helpwith.salesorder.com/setup/configuration/item-receipt.md)
- [Cash Purchase ⛭](https://helpwith.salesorder.com/setup/configuration/cash-purchase.md)
- [Bills ⛭](https://helpwith.salesorder.com/setup/configuration/bills.md): Configure Bills
- [Payment to Suppliers ⛭](https://helpwith.salesorder.com/setup/configuration/payment-to-suppliers.md)
- [Supplier Credit Notes ⛭](https://helpwith.salesorder.com/setup/configuration/supplier-credit-notes.md)
- [Supplier Refunds ⛭](https://helpwith.salesorder.com/setup/configuration/supplier-refunds.md)
- [1099 Categories ⛭](https://helpwith.salesorder.com/setup/configuration/1099-categories.md)
- [Kit ⛭](https://helpwith.salesorder.com/setup/configuration/kit.md)
- [Accounts ⛭](https://helpwith.salesorder.com/setup/configuration/accounts.md)
- [Accounting Periods ⛭](https://helpwith.salesorder.com/setup/configuration/accounting-periods.md)
- [VAT ⛭](https://helpwith.salesorder.com/setup/configuration/vat.md)
- [Email Accounts ⛭](https://helpwith.salesorder.com/setup/configuration/email-accounts.md): Connect and configure email accounts
- [OAuth for Outlook 365 ⛭](https://helpwith.salesorder.com/setup/configuration/email-accounts/oauth-for-outlook-365.md): Microsoft has changed it's security for Outlook365.
- [Company Security ⛭](https://helpwith.salesorder.com/setup/configuration/company-security.md)
- [Two-Factor Authentication (2FA)](https://helpwith.salesorder.com/setup/configuration/company-security/two-factor-authentication-2fa.md)
- [Classifications ⛭](https://helpwith.salesorder.com/setup/configuration/classifications.md): Configure Classifications for Searching and Reporting.
- [Document Templates ⛭](https://helpwith.salesorder.com/setup/configuration/document-templates.md): Set up the screen and print views of your Documents.
- [Shipping Carriers](https://helpwith.salesorder.com/setup/configuration/shipping-carriers.md): Define your shipping vendors and their respective shipping methods. These settings are used by (a) integrations e.g. Shipstation, EasyPost etc. (b) manually record how the shipment was carried.
- [Sales Invoice ⛭](https://helpwith.salesorder.com/setup/configuration/sales-invoice-1.md): Configure the Sales Invoice
- [Payments from Customers ⛭](https://helpwith.salesorder.com/setup/configuration/payments-from-customers.md)
- [Sales Opportunities ⛭](https://helpwith.salesorder.com/setup/configuration/sales-opportunities.md)
- [EasyPost ⛭](https://helpwith.salesorder.com/setup/easypost.md): EasyPost automates the selection, review, and purchase of small parcel shipping.
- [Shipstation ⛭](https://helpwith.salesorder.com/setup/shipstation.md): Connect Shipstation to Salesorder.com to automate transactions with multiple shipping vendors.
- [Web to Lead](https://helpwith.salesorder.com/setup/web-to-lead.md): Capture Lead, Prospect, or Customer from a web form
- [Import data templates](https://helpwith.salesorder.com/setup/import-data-templates.md): Use these to load any volume of data into your system.
- [Exporting Data](https://helpwith.salesorder.com/setup/exporting-data.md)
- [Your Account](https://helpwith.salesorder.com/setup/your-account.md)
- [Revenue Submission Forms](https://helpwith.salesorder.com/setup/your-account/revenue-submission-forms.md)
- [Shopping Carts b2c](https://helpwith.salesorder.com/shopping-carts-b2c.md): Connect popular shopping cart solutions.
- [⚠ Live Shopping Carts](https://helpwith.salesorder.com/shopping-carts-b2c/live-shopping-carts.md): Connecting an existing 'live' shopping cart to your Salesorder system requires careful attention and preparation.
- [Shopping Cart controls](https://helpwith.salesorder.com/shopping-carts-b2c/shopping-cart-controls.md)
- [Shopify ⛭](https://helpwith.salesorder.com/shopping-carts-b2c/shopify.md): Connect your Cart.
- [Import Customer Refunds from Cart - Shopify Plugin](https://helpwith.salesorder.com/shopping-carts-b2c/shopify/import-customer-refunds-from-cart-shopify-plugin.md)
- [Customer Notification on Shipment Tracking](https://helpwith.salesorder.com/shopping-carts-b2c/shopify/customer-notification-on-shipment-tracking.md)
- [BigCommerce ⛭](https://helpwith.salesorder.com/shopping-carts-b2c/bigcommerce.md): Connect your cart.
- [Magento ⛭](https://helpwith.salesorder.com/shopping-carts-b2c/magento.md)
- [Woocommerce ⛭](https://helpwith.salesorder.com/shopping-carts-b2c/woocommerce.md): It takes about ten minutes to connect your Woocommerce cart to Salesorder.
- [Prestashop ⛭](https://helpwith.salesorder.com/shopping-carts-b2c/prestashop.md)
- [Trade Acceleration Portal 2.0](https://helpwith.salesorder.com/trade-acceleration-portal-2.0.md): The TAP is a built-in, multi-functional self-service B2B ecommerce portal. It shares the same database as your Salesorder system and requires no integration.
- [TAP Users](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-users.md)
- [Customers](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-users/customers.md): B2B Customer Ecommerce
- [Sales Reps](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-users/sales-reps.md): B2B independent sales rep support.
- [Sales Teams](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-users/sales-teams.md): Remote in-house sales support.
- [Administrators](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-users/administrators.md): Master Administrators have control over who has access to the TAP, what they can do on it and what it looks like.
- [Configure barcode order entry](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-users/administrators/configure-barcode-order-entry.md): To streamline order entry, you can add wireless/Bluetooth order capture to your TAP. This method will save you time and effort in capturing orders at events and in remote sales.
- [Get your Inventory List from QuickBooks](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-users/administrators/get-your-inventory-list-from-quickbooks.md): If you used the QuickBooks transformer to import your company file, here is  how to export your inventory list from QuickBooks desktop and sort your barcodes.
- [TAP UX](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux.md)
- [Global Brand Style](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/global-brand-style.md)
- [Themes](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/themes.md)
- [Pages](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/pages.md)
- [Blocks](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks.md)
- [Group Start](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/group-start.md)
- [Plain Text](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/plain-text.md)
- [Image](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/image.md)
- [Hyperlink](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/hyperlink.md)
- [Menu Matrix](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/menu-matrix.md)
- [Title](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/title.md)
- [Custom HTML](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/custom-html.md)
- [Block Configurations](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/block-configurations.md)
- [Pixels and Percentages](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/block-configurations/pixels-and-percentages.md)
- [Flex Box Settings](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/block-configurations/flex-box-settings.md)
- [Flex Wrap](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/block-configurations/flex-box-settings/flex-wrap.md)
- [Justify Content](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/block-configurations/flex-box-settings/justify-content.md)
- [Align Items](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/block-configurations/flex-box-settings/align-items.md)
- [Column/Row Gap](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/block-configurations/flex-box-settings/column-row-gap.md)
- [Align Content](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/block-configurations/flex-box-settings/align-content.md)
- [Background](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/block-configurations/background.md)
- [Dimensions](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/block-configurations/dimensions.md)
- [Border](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/block-configurations/border.md)
- [Slider & Carousel](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/block-configurations/slider-and-carousel.md)
- [Margin Padding](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/block-configurations/margin-padding.md)
- [Overflow Settings](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/blocks/block-configurations/overflow-settings.md)
- [Content Management System (CMS)](https://helpwith.salesorder.com/trade-acceleration-portal-2.0/tap-ux/content-management-system-cms.md)
- [Trade Acceleration Portal 1.0](https://helpwith.salesorder.com/trade-acceleration-portal-1.0.md): The TAP is a built-in, multi-functional self-service B2B ecommerce portal. It shares the same database as your Salesorder system and requires no integration.
- [Configure barcode order entry](https://helpwith.salesorder.com/trade-acceleration-portal-1.0/configure-barcode-order-entry.md): To streamline order entry, you can add wireless/Bluetooth order capture to your TAP. This method will save you time and effort in capturing orders at events and in remote sales.
- [Get your Inventory List from QuickBooks](https://helpwith.salesorder.com/trade-acceleration-portal-1.0/get-your-inventory-list-from-quickbooks.md): If you used the QuickBooks transformer to import your company file, here is  how to export your inventory list from QuickBooks desktop and sort your barcodes.
- [Customization](https://helpwith.salesorder.com/customization.md): Add new fields without coding.
- [Volume Automation](https://helpwith.salesorder.com/volume-automation.md)
- [EDI](https://helpwith.salesorder.com/edi.md): How to get started with EDI (Electronic Document Interchange)
- [EDI integration via XML](https://helpwith.salesorder.com/edi/edi-integration-via-xml.md)
- [REST API](https://helpwith.salesorder.com/rest-api.md)