helpwith.salesorder.com

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- How to move forward
Video Index
Live in 5
Customer references?
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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Video Index

PreviousHow to move forward NextLive in 5

Last updated 2 months ago

Explore our content index for:

In-depth Tutorials
Quick 'How To' videos
Interactive Walkthrough

Workflow Demonstration

Workflow with WMS

Workflow without WMS

Workflow with WMS (batch orders and backorders)

User Controls

Conventions: List | Documents | Actions

Making Space I Explorer I Bookmarking

Adding Trading Partners, Actions, and Inheritances

Search and Memorize

Enter Line Items and Adjust Columns

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

Navigate Around the App

Add and Edit Trading Partners

Memorize Searches

Use Shortcuts

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

Add a Worker with Login

Memos - Events | Tasks | Reminders

Email Templates

Use Memos: Events, Tasks, Reminders

Use Email Templates

Customer Master

Advanced Price Lists

Shipping Addresses

Add and Edit Trading Partners

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

Create Customer Payment from Sales Invoice

Create Sales Invoices from Sales Orders

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

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

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 Categories and Subcategories

Kits and Assemblies Explained

Assemblies No WMS

Assemblies 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

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

Stock Adjustment No WMS

Stock Adjustment with WMS

Kits and Assemblies explained

Assemblies No WMS

Assemblies 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

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

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

Bank Reconciliation

Memorized Transactions

Create a Bank Account

Enter Purchases and one-off payments

Memorize Transactions

Create Bank Account

Customer Payments

Customer Statements

Customer Credit Notes

Customer Refunds

Customer Prepayments

Create Customer Payment from Sales Invoice

Purchase Invoices (Bills)

Supplier Payments

Supplier Credit (Debit) Notes

Supplier Cash Purchase

Supplier Refunds

1099 Misc Tracking

Supplier Deposits and Prepayments

Workflow with WMS

WMS Enabled - Explorer and SKU master is different

WMS Console Overview

Install the WMS

Switch Between Sites in WMS Console

Use Stock Manager

Configure Scanner Simulator

Stock View

Pallets

Kits and Assemblies

Receive Stock (Goods In)

Carry out the Shipping Vendor Workflow

Merge Shipments

Build Kit/Assembly Item (with WMS)

Stock Action: Move

Stock Action: Adjust

Stock Action: Transfer

Stock Action: Load Pallet

Assign Items to a Location

Add Warehouse Users

Configure Column Views

Configure Filters

Workflow with WMS

Workflow with WMS (batch orders and backorders)

Stock Adjustment with WMS

Assemblies 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 Conventions

TAP Front End Tour

Create Cart and Select Theme

Global Brand Style

Update Logo on Header

Update Categories on Homepage

Update Products on Homepage

Product Category Page

Product List/Grid View

Product Details 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

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

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

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

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

Create Orders and Quotes

Use Category Filter

Add Logo

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