sâmbătă, 25 februarie 2017

Sales Orders in Xero and CXpro

http://bit.do/de5Nt Scan2Invoice sale page.
As much as we love Xero, there is one key feature they don't offer yet. And that's the ability to create sales orders. This is important in a B to B environment where orders from customers need to be recorded. Sales orders hold all necessary information about the customer order, shipping address, products and shipping methods. From the time between taking a customer order, then invoicing and shipping, the sales order is the central place where all information about an order can be accessed. Cxpro has a lot of features in sales orders that cut down on time. The first one is the ability to create a purchase order with a couple of clicks. Any products that are not in stock are automatically put on backorder. Just highlight the products on backorder and the system will create purchase orders. When looking at a purchase order, any products linked to a customer sales order are shown in orange text... and the sales order number is shown so you know exactly who the products are for. So what if you don't have stock in the current warehouse but there is stock in another? A button on the sales order allows the transfer of product from another warehouse. This saves a heap of time as you don't need to go elsewhere in the software and create a separate transfer. Depending on the customer you may need to take a deposit against their order. Cxpro will accept a deposit against a sales order. This is automatically applied to the trade debtors GL account so it is not technically recorded as income until later. Sweet! And, you can accept multiple deposits or payments against a sales order. Some situations require shipping products in one unit of measure but showing a different unit on the invoice. Cxpro handles this nicely. For example, the selling unit can be in pallets and the invoicing unit is in each. Cxpro customers can have a preset price level – one of nine. If user permissions allow, this price level can be changed for any product on a sales order. Perfect for giving customers a special price when needed. If you want to see what other sales order features in Cxpro visit http://ww.cxpro.com #salesordersinxero #salesorderinvoices #salesordervspurchaseorder #salesordersinquickbooks

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