Sales Order & Quotes Management
- Creating a Sales Order
- How to quickly add other colors/sizes for a product in Sales Order/Quote
- Job Preset
- Collecting & Recording Payments
- HEIC file workaround
- Sales Order/Quote - Internal Comments
- Automatic Sales Tax
- Bulk Purchasing and Sales Order-Purchase Order Linking
- Tax Presets
- Contact Assignment
- Artwork Approval Workflow
- Tags
- Pricing Groups and Pricing Rules Explained
- Setting Up Pricing Groups: Configuring Product and Service Markups
- Sales Order Page Overview
- Rush Sales Order/Job
- How to Edit a Job After a Sales Order Has Been Created
- Quote Approval Workflow
- How to Apply Discounts
- YoPrint's Draft System Explained