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Sales Order and Quote

  • Creating a Sales Order
  • How to quickly add other colors/sizes for a product in Sales Order/Quote
  • Collecting & Recording Payments
  • Sales Order/Quote - Internal Comments
  • Contact Assignment
  • Automatic Sales Tax
  • Bulk Purchasing and Sales Order-Purchase Order Linking
  • How to Request Artwork Approval from Your Customer
  • Rush Sales Order/Job
  • Sales Order Page Overview
  • Reuse Job Orders
  • How To Get Quote Approval From Your Customer
  • Sales Order Approval Workflow
  • How to Edit a Job After a Sales Order Has Been Created
  • YoPrint's Draft System Explained
  • How to Edit Sales Orders
  • How to Apply Discounts
  • How to Switch Between Pricing Groups
  • Changing a Customer in a Quote or Sales Order
  • Change Invoice IDs
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Categories

  • Sales Order and Quote
  • Messages
  • Customer Management
  • The Customer Portal
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