Sales Order Overview
This video walks you through a sales order once it has been created. In this video, we will touch on the following topics.
- Changing Sales Order, Job, Shipment, and Task status
- Viewing the customer details
- Changing due dates
- Artwork Approval
- Internal messaging or comments
- Customer messaging or emailing
- Creating shipment labels with UPS / FedEx
- Checking package tracking using UPS / FedEx
- Payments