FAQ - Quotes, Orders & Invoices
- How Do You Enter a Quote?
- How Do You Create an Order from a Quote?
- How Do You Do a Quick Search on an order?
- How Do You Add a Note to an Order?
- How Do You Place an Order on a Credit Hold?
- How Do You Import an External Order?
- How Do You Enter an Order vs “Invoice Only”?
- How Do You “Free type” a Product code without pulling from Product Resource?
- How Do You Use Industry Price Codes (IPC)?
- How Do You Use a Matrix?
- How Do You Create Attributes for a Matrix?
- How Do You Create a Matrix Template?
- How Do You Add a Matrix to a Quote, Order, or Invoice?
- How Do You Insert or Copy a Product on an Order/Invoice?
- How Do You Add a Vendor as a Decorator Status?
- How Do You Update dates or addresses on all/selected Products?
- How Do You Ship One Product to multiple Ship-to locations?
- How Do You Remove Instructions from an Order/Invoice?
- What are the Supported file types for Artwork Thumbnails?
- How Do You Preview a copy of the order?
- How Do You Send (Print or email) Order Documents?
- How Do You Send (Print or Email) Multiple Order and Invoice Documents?
- How Do You Print a Packing List?
- How Do You Repeat an Order?
- How Do You Track a Quote?
- How Do You Track an Order?
- What are Default Processes?
- How Do You Use Order Tracking Update?
- How Do You Use Order Tracking View?
- How Do You Decide when to close an order/invoice?
- How Do You Print a list of Orders that have not yet been Invoiced?
- How Do You Invoice an Order?
- How Do You Consolidate an Invoice?
- How Do You Process an Invoice?
- How Do You Split Ship an Invoice (one order, invoice part now & part later)?
- How Do You Create a Backorder?
- How Do You Edit an Invoice?
- How Do You Add Notes to a Quote, Order or Invoice?
- How Do You Correct Sales Tax on Order/Invoice?
- How Do You Issue a Credit Memo?
- How Do You Determine which invoices have Cost Variances?
- How Do You See Open Orders by Vendor?
- How Do You Select Proper Window Envelopes to Mail?
- How do I exclude freight in the gross margin amount and percent?
- How Do I Select What Data is used when Copying a Quote or Order?
- How Do You Update an Order with Billed Cost Changes?
- How Do You know if an Order Was Previously Invoiced?
- Add Notes to a Quote, Order, or Invoice?