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
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