helpwith.salesorder.com
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    • Step 4: Solution Plan
      • Workflow Guides
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      • Read First: ASIC and presets
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        • How to categorize Quickbooks 'Open' Purchase Orders
    • Step 5: Launch Sequence
      • T -6: System Settings
      • T -5: Baseline preparation
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      • T -3: Trial balance
      • T -2: Set Stock levels
      • T -1: User testing / Dry run
  • Customer references?
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      • Credit Controls
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      • Common Sales Tasks
        • Pre-Authorization/Pre-Payment with BASYS
      • Ordered Item History
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      • Processing digital Payments
      • Apply Credit Automatically on Payments
    • Customer Credit Notes
    • Customer Refunds
    • Delivery Notes (a.k.a Packing List)
    • Customer Statements
    • Shipments
      • Pick List
    • RMA
    • Commission automation?
  • Purchasing
    • Suppliers
    • Purchase Quotes
    • Purchase Orders
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    • Item Receipts
    • Bills (Purchase Invoices)
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    • PO Generator by Item
    • PO Generator by Order
  • Inventory Forecasting
    • Inventoro
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    • Items - which ones?
      • Preferred Suppliers
      • Stock Items (SKUs)
      • Stock Assemblies
      • Kits
      • Non Stock Items
      • Group Item
      • 'Calculation' Items
      • Service Item
      • Matrix Item
    • Sites
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    • Stock Manager
    • Stock Locations
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      • Categories
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      • Sales Tax
        • US Tax Codes
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  • WMS: Warehouse Management
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    • Barcode Scanner App ⛭
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  • Third-party logistics (3PL)?
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    • FedEx Manager Integration
    • UPS WorldShip Integration
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    • Email Reports on Schedule
    • Accounting Periods
  • Setup
    • Roles
    • Email templates
    • Payment Processors
      • Basys: low fees, VIP service
      • Authorize.net
      • Cybersource
      • PayPal
      • USAePAy
      • Paragon (PAYA)
    • Configuration
      • Company ⛭
      • Memo ⛭
      • Ref # ⛭
      • Leads ⛭
      • Prospects ⛭
      • Customers ⛭
      • Credit Controls⛭
      • Jobs ⛭
      • Sales Quote ⛭
      • Sales Order ⛭
      • Sales Invoice ⛭
      • Customer Credit Note ⛭
      • Cash Sale ⛭
      • Statements ⛭
      • Shipment ⛭
      • Customer Refund ⛭
      • Delivery Notes ⛭
      • RMA ⛭
      • Pick List ⛭
      • Supplier ⛭
      • Purchase Quote ⛭
      • Purchase Order ⛭
      • Item Receipt ⛭
      • Cash Purchase ⛭
      • Bills ⛭
      • Payment to Suppliers ⛭
      • Supplier Credit Notes ⛭
      • Supplier Refunds ⛭
      • 1099 Categories ⛭
      • Kit ⛭
      • Accounts ⛭
      • Accounting Periods ⛭
      • VAT ⛭
      • Email Accounts ⛭
        • OAuth for Outlook 365 ⛭
      • Company Security ⛭
        • Two Factor Authentication
      • Classifications ⛭
      • Document Templates ⛭
      • Shipping Carriers
      • Sales Invoice ⛭
      • Payments from Customers ⛭
      • Sales Opportunities ⛭
    • EasyPost ⛭
    • Shipstation ⛭
    • Web to Lead
    • Import data templates
    • Exporting Data
    • Your Account
  • Shopping Carts b2c
    • ⚠ Live Shopping Carts
    • Shopping Cart controls
    • Shopify ⛭
    • BigCommerce ⛭
    • Magento ⛭
    • Woocommerce ⛭
    • Prestashop ⛭
  • 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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  1. Setup

Your Account

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Last updated 10 months ago

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Your salesorder.com account allows you to do a number of things such as:

  • Pay your monthly subscription

  • Add or remove user licenses

  • Upgrade or add extra services when available

You access your salesorder.com through the website, rather than the application. However, within the application you can access certain details of your account.

To display the account page, from The Explorer click Setup > Your Account this will display the 'Your Account' page.

Some of the information is self explanatory; we explain some of the data below.

Number of User Licenses

Number of Active Users

Increasing or decreasing your User Licenses

Increasing/decreasing your user licenses is straightforward, and is done via your salesorder.com account. Simply follow the instructions below:

  1. Login to your salesorder account.

  2. Click on Products/Services and view your current subscription package.

  3. Click on upgrade/downgrade package button. You will see the upgrade/downgrade options. Simply click on the package with the number of users you require.

Important: Before reducing the number of user licenses you must ensure that the current number of Active Users is less than or equal to the new Number Of User Licenses that you require.

To reduce the number of Active Users simply uncheck the 'Enable Login' checkbox on those Workers who no longer need to be active.

The number of User Licenses you currently have. This is the maximum number of with active logins you can have i.e. the maximum number of users that can log into your salesorder.com system simultaneously.

The number of that have their login enabled i.e. that can actually log into your salesorder.com.

Workers
Workers
www.salesorder.com
The salesorder.com account page