helpwith.salesorder.com
  • Read me first
  • Start!
    • How to move forward
  • Video Index
  • Live in 5
    • Step 4: Solution Plan
      • Workflow Guides
    • Must read: Data Migration
      • Read First: ASIC and presets
      • Transaction Migration Primer
      • Migrate transactions
      • Migrate from Quickbooks
        • How to categorize Quickbooks 'Open' Purchase Orders
    • Step 5: Launch Sequence
      • T -6: System Settings
      • T -5: Baseline preparation
      • T -4: 'Open' transactions
      • T -3: Trial balance
      • T -2: Set Stock levels
      • T -1: User testing / Dry run
  • Customer references?
  • Common Actions
  • Company
    • Workers and Users
      • Add new User login
      • Owners
  • Organizer
    • Memo
    • Contacts
    • Calendar
    • Email
    • Attachments and Linking
  • Expenses/Timesheets
    • Expense Claims
      • Mileage Claims
    • Timesheets
  • Sales Forecasting
  • Sales
    • Leads
    • Prospects
    • Customers
      • Credit Controls
    • Jobs
    • Sales Quote
    • Sales Orders
      • Common Sales Tasks
        • Pre-Authorization/Pre-Payment with BASYS
      • Ordered Item History
      • Stock Allocation
      • Pick-Pack-Ship Process
      • Sales Order List
      • Drop Ship
      • Special Orders (Just in Time)
      • Discounts
      • Prepayment/Deposit
    • Cash Sales
    • Sales Invoices
    • Payments from Customers
      • 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
    • Cash Purchases
    • Item Receipts
    • Bills (Purchase Invoices)
    • Payments to Suppliers
    • Supplier Credit Notes
    • Supplier Refunds
    • PO Generator by Item
    • PO Generator by Order
  • Inventory Forecasting
    • Inventoro
  • Products/Services
    • Items - which ones?
      • Preferred Suppliers
      • Stock Items (SKUs)
      • Stock Assemblies
      • Kits
      • Non Stock Items
      • Group Item
      • 'Calculation' Items
      • Service Item
      • Matrix Item
    • Sites
    • Stock Adjustment
    • Stock Manager
    • Stock Locations
    • Categories, Tags and Attributes
      • Categories
      • Tags
      • Attributes
    • Images on Items
    • Item Extra Info
    • Price Levels
    • Price Lists
    • Advanced Price Lists
  • Banking
    • Cashflow Forecast
    • Checks
    • Bank Reconciliation
    • Petty Cash Accounts
    • Credit Cards
    • Money In and Out
  • Accounting
    • Accounting Periods
    • Payment Terms
    • Tax
      • Sales Tax
        • US Tax Codes
      • Tax Authorities
        • Working with HMRC (UK Specific)
      • Tax Codes
      • Tax Groups
      • Item Tax Options
      • VAT Returns
    • Currencies
    • General Journals
    • Memorized Transactions
    • Reverse Transactions
  • WMS: Warehouse Management
    • Stock View
    • Goods In
    • Goods Out
    • RMA
    • Shipping
    • Pallets
    • Kits and Assemblies
    • Stock Actions
    • Stock Count
    • Locations
    • History
    • Admin
    • Config
    • Barcode Scanner App â›­
    • Multipacks
    • Overship Tolerance
    • Expiry Date
  • WMS Setup
  • Third-party logistics (3PL)?
  • Shipping
    • FedEx Manager Integration
    • UPS WorldShip Integration
  • Reports
    • Classifications
    • Report Mailer
    • 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 â›­
      • Memo â›­
      • Ref # â›­
      • Leads â›­
      • Prospects â›­
      • Customers â›­
      • Credit Controlsâ›­
      • Jobs â›­
      • Sales Quote â›­
      • Sales Order â›­
      • Sales Invoice â›­
      • Customer Credit Note â›­
      • Cash Sale â›­
      • Statements â›­
      • Shipment â›­
      • Customer Refund â›­
      • Delivery Notes â›­
      • RMA â›­
      • Pick List â›­
      • Supplier â›­
      • Purchase Quote â›­
      • Purchase Order â›­
      • Item Receipt â›­
      • Cash Purchase â›­
      • Bills â›­
      • Payment to Suppliers â›­
      • Supplier Credit Notes â›­
      • Supplier Refunds â›­
      • 1099 Categories â›­
      • Kit â›­
      • Accounts â›­
      • Accounting Periods â›­
      • VAT â›­
      • Email Accounts â›­
        • OAuth for Outlook 365 â›­
      • Company Security â›­
        • Two Factor Authentication
      • Classifications â›­
      • Document Templates â›­
      • Shipping Carriers
      • Sales Invoice â›­
      • Payments from Customers â›­
      • Sales Opportunities â›­
    • EasyPost â›­
    • Shipstation â›­
    • Web to Lead
    • Import data templates
    • Exporting Data
    • Your Account
  • Shopping Carts b2c
    • âš  Live Shopping Carts
    • Shopping Cart controls
    • Shopify â›­
    • BigCommerce â›­
    • Magento â›­
    • Woocommerce â›­
    • Prestashop â›­
  • 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
Powered by GitBook
On this page
  • Workflow Demonstration
  • User Controls
  • Company
  • Organizer
  • Sales
  • Customers
  • Sales Quote
  • Sales Order
  • Cash Sale
  • Sales Invoice
  • Payments from Customers
  • Customer Credit Notes
  • Customer Refunds
  • Shipments
  • Purchasing
  • Suppliers
  • Purchase Quote
  • Purchase Order
  • Cash Purchase
  • Item Receipt
  • Bill (Purchase Invoice)
  • Payment to Supplier
  • Supplier Credit Note
  • Supplier Refund
  • Purchase Order Generator
  • Order Management
  • Volume Automation
  • Products/Services
  • Items
  • Dropship
  • Price Lists
  • Inventory
  • Accounting
  • Overview
  • Accounting Periods
  • Multicurrency
  • Banking
  • Sales (Accounts Receivable)
  • Purchasing (Accounts Payable)
  • Warehouse Management System (WMS)
  • Overview and Setup
  • Tabs
  • Stock Actions/Tracking
  • Locations
  • With WMS
  • Reporting
  • Shopping Carts
  • Trade Acceleration Portal (TAP) 2.0
  • Introduction and Overview
  • UX (User Experience)
  • TAP Users
  • TAP Sales Reps
  • TAP Sales Teams
  • TAP Administration
  • Trade Acceleration Portal (TAP)
  • Customization

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Video Index

PreviousHow to move forwardNextLive in 5

Last updated 7 months ago

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Explore our content index for:

  • In-depth Tutorials

  • Quick 'How To' videos

  • Interactive Walkthrough

Workflow Demonstration

User Controls

Company

Organizer

Sales

Customers

Sales Quote

Sales Order

How to

Cash Sale

Sales Invoice

Payments from Customers

Customer Credit Notes

Customer Refunds

Shipments

Purchasing

Suppliers

Purchase Quote

Purchase Order

Cash Purchase

Item Receipt

Bill (Purchase Invoice)

Payment to Supplier

Supplier Credit Note

Supplier Refund

Purchase Order Generator

Order Management

Volume Automation

Products/Services

Items

Dropship

Price Lists

Inventory

Accounting

Overview

Accounting Periods

Multicurrency

Banking

Sales (Accounts Receivable)

Purchasing (Accounts Payable)

Warehouse Management System (WMS)

Overview and Setup

Tabs

Stock Actions/Tracking

Locations

With WMS

Reporting

Shopping Carts

Trade Acceleration Portal (TAP) 2.0

Introduction and Overview

UX (User Experience)

Pages

Blocks

TAP Users

TAP Sales Reps

TAP Sales Teams

TAP Administration

Trade Acceleration Portal (TAP)

Customization

Workflow with WMS
Workflow without WMS
Workflow with WMS (batch orders and backorders)
Conventions: List | Documents | Actions
Lists
Making Space I Explorer I Bookmarking
Adding Trading Partners, Actions, and Inheritances
Search and Memorize
Enter Line Items and Adjust Columns
Shortcuts
Navigate Around the App
Add and Edit Trading Partners
Memorize Searches
Use Shortcuts
Make Space
Use the Explorer
Bookmark Documents
Perform an Advanced Search
Add Fields/Sections/Tabs
Configure Columns on a Document
Navigation, Lists, Actions
Add Workers and Create Logins
Roles
Add a Worker with Login
Memos - Events | Tasks | Reminders
Contacts
Email
Email Templates
Use Memos: Events, Tasks, Reminders
Use Email Templates
CRM Overview
Customer Master
Advanced Price Lists
Shipping Addresses
Add and Edit Trading Partners
CRM
Customize Sales Quotes
Track the Status of Sales Quotes
Reprioritize Order Allocation
Unallocate Stock from a Sales Order
Memorize and Organise Lists of Sales Orders
Create a Sales Invoice from a Sales Order
Configure Sales Orders
Sales Order 101
Capture Sales Order
Earliest Ship Date
Cash Sale
Sales Invoice
Create Customer Payment from Sales Invoice
Create Sales Invoices from Sales Orders
Make a Deposit
Customer Credit Notes
Pay Bills with Credit Notes
Customer Refunds
Shipping Addresses
Set up Shipping Carriers
Create Shipment
Set up Preferred Supplier
Add and Edit Trading Partners
Add a Preferred Supplier
Create a Supplier
Create a Purchase Quote
Create a Purchase Order from a Purchase Quote
Purchase Order Automation
No WMS | Receive Stock
Receive Stock with WMS
Create a Purchase Order from a Purchase Quote
Create and Pay Bill from Purchase Order
Create Item Receipt from Purchase Order
Create a Purchase Order
Receive Stock from Purchase Order (No WMS)
Supplier Cash Purchase
Create a Supplier Cash Purchase
Item Receipts
Config Item Receipts
Create Item Receipt from Purchase Order
Configure Item Receipts
Receive Stock from Purchase Order (No WMS)
Purchase Invoices (Bills)
Create and Pay Bill from Purchase Order
Pay Bills with Credit Notes
Supplier Payments
Supplier Credit (Debit) Notes
Pay Bills with Credit Notes
Supplier Refunds
Purchase Order Generator by Order
Purchase Order Generator by Item
Order Management Overview
Order Capture
Find and Bulk Approve Pending Orders
Stock Allocation
No WMS | Order Fulfillment
Volume Automation
Volume Operations Part 1 - Create Order Batch
Volume Operations Part 2 - Purchase Order Generator
Volume Operations Part 3 - Organize Order Queues
Volume Operations Part 4 - Allocate, Ship and Invoice Orders (no WMS)
Item Master
Item Categories and Subcategories
Kits and Assemblies Explained
Assemblies No WMS
Assemblies With WMS
Kits No WMS
Kits With WMS
Create a New Item
Set up Preferred Supplier
Ordered Item History
Build Assembly Items (without WMS)
Break Assembly Items (without WMS)
Items (the products you sell)
Create a simple Stock Item
Matrix Items
Units of Measure
Dropship; Dropship Items, Sales Orders
Dropship; Purchase Orders, Shipments, Transactions Tab
Dropship; Invoicing
No WMS - Change Shipping Status on Dropship Order
Change Shipping Status on Dropship Item (no WMS)
Set Item to 'Dropshipped'
Dropship Order Workflow
Dropship Invoice Workflow
Advanced Price Lists
Inventory Management Overview
Item Master
Stock Adjustment No WMS
Stock Adjustment with WMS
Kits and Assemblies explained
Assemblies No WMS
Assemblies With WMS
Kits No WMS
Kits With WMS
Stock Instance Tracking
Tracking and Tracing a Lot
Perform a Stock Adjustment without WMS
Accounting Overview
Chart of Accounts
Set up Nominal Codes
Set up Parent (Control) Accounts
General Journals
Enter Journals
Reverse Journals
Memorize Journals
The Accounting system, COA, Currencies, and Configs
Accounting Periods: Overview
Accounting Periods: Configuration
Accounting Periods: Lists and Actions
Accounting Periods: On Documents
Accounting Periods: Reporting
Add a Currency
Currencies on Reports
Currencies on Trading Partners and Documents
Fix Foreign Prices and Costs on Items
Currency Adjustments
Fix Foreign Prices
Bank Accounts
Petty Cash Accounts
Credit Card Accounts
One-off Payments and Enter Purchases
Checks
Bank Reconciliation
Memorized Transactions
Create a Bank Account
Enter Purchases and one-off payments
Memorize Transactions
Create Bank Account
Credit Control
Sales Invoice
Customer Payments
Cash Sale
Customer Statements
Customer Credit Notes
Customer Refunds
Payment Terms
Customer Prepayments
Create Customer Payment from Sales Invoice
Purchase Invoices (Bills)
Item Receipts
Supplier Payments
Supplier Credit (Debit) Notes
Supplier Cash Purchase
Supplier Refunds
1099 Misc Tracking
Supplier Deposits and Prepayments
Workflow with WMS
WMS Overview
WMS Enabled - Explorer and SKU master is different
WMS Console Overview
Install the WMS
Add New Sites
Switch Between Sites in WMS Console
Use Stock Manager
Add the WMS
Configure Scanner Simulator
Stock View
Goods In
Goods Out
Shipping
RMAs
Pallets
Kits and Assemblies
Receive Stock (Goods In)
Carry out the Shipping Vendor Workflow
Merge Shipments
Sort Shipments
Build Kit/Assembly Item (with WMS)
Stock Actions
Stock Action: Move
Stock Action: Adjust
Stock Action: Transfer
Stock Action: Load Pallet
Stock Count
History
Locations
Assign Items to a Location
Add Warehouse Users
Packing 101
Configure Column Views
Configure Filters
Workflow with WMS
Workflow with WMS (batch orders and backorders)
Stock Adjustment with WMS
Assemblies With WMS
Kits With WMS
Receive Stock with WMS
Standard Reports
Memorized Reports
Classifications
Customize Reports Using Filters
Find and Create Standard Reports
Memorize Reports
Shopify Cart Connect
TAP Overview for Administrators
TAP Overview for Sales Teams/Sales Reps
TAP Overview for Users
TAP 101
TAP Conventions
TAP Front End Tour
Create Cart and Select Theme
Global Brand Style
Header
Update Logo on Header
Footer
Homepage
Update Categories on Homepage
Update Products on Homepage
Product Category Page
Product List/Grid View
Product Details Page
About Us Page
Contact Us Page
Privacy Policy Page
Terms and Conditions Page
Group Start Block
Add/Remove Block from Group Start
Plain Text Block
Insert Video on Plain Text Block
Image Block
How to: Resize Images with Windows
How to: Resize Images with Mac
Hyperlink Block
Title Block
Menu Matrix Block
Update Products on Menu Matrix
Update Categories on Menu Matrix
Update TAP Pages on Menu Matrix
Update External Pages on Menu Matrix
Search Box Block
Login Popup Block
Customization of the TAP
TAP Overview for Users
Create New Users and Set Permissions
Product Catalog and Stock Availability
Order Entry
Orders, Invoices and Shipments
Pay Invoices with Credit Card and ACH
Payments and AR Balance
TAP Overview for Sales Reps
Create New Customers and Set Price Lists
Product Catalog and Stock Availability
Order Entry
Orders, Invoices and Shipments
Payments and AR Balance
TAP Overview for Sales Teams
Create New Customers and Set Price Lists
Product Catalog and Stock Availability
Order Entry
Orders, Invoices and Shipments
Pay Invoices with Credit Card and ACH
Payments and AR Balance
TAP Overview for Administrators
Setup TAP User's Logins
Enable Payments on the TAP
Exclude Columns
Basic Configuration
Worker Configuration
Customer Configuration
Trade Acceleration Portal Overview
TAP detailed walkthrough
File Manager
Create Orders and Quotes
Use Category Filter
File Manager
Add Logo
Hide Prices
Add Fields/Sections/Tabs
Setup and Enable Payment Processors
Customize Part 1 - Adding Fields
Customize Part 2 - Tabs and Sections
Customize Part 3 - Altering and Inheriting Fields