My customer submitted an order / created an opportunity. I don’t have an item in stock. How do I change quantities or remove the item? Click into Orders > Orders or Opportunities. Select the opportunity or order number. Scroll to a product and click on the “Actions” button. Click on […]
My customer submitted an order. I don’t want to go through with it. How do I revert the order?
Click into the “Orders” tab. Select the order number. Scroll to the bottom and click “Revert Order”.
My customer submitted an order / created an opportunity. How do I send them a note?
My customer submitted an order / created an opportunity. How do I send them a note? Click into Orders > Orders or Opportunities. Select the opportunity or order number. Scroll down to the bottom and click “Edit Seller Note”. Enter in your note and click “Save”.
My customer submitted an order / created an opportunity. How do I give them a discount?
My customer submitted an order / created an opportunity. How do I give them a discount? Click into Orders > Orders or Opportunities. Select the opportunity or order number. Scroll to the bottom to find the shaded gray box with the subtotal and click “Edit”. From this screen, you can […]
My customer submitted an order / created an opportunity. How do I factor in shipping costs?
My customer submitted an order / created an opportunity. How do I factor in shipping costs? Click into Orders > Orders or Opportunities. Select the opportunity or order number. Scroll to the bottom to find the shaded gray box with the subtotal and click “Edit”. From this screen, you can […]
My customer submitted an order / created an opportunity. How do I add tax to it?
My customer submitted an order / created an opportunity. How do I add tax to it? Click into Orders > Orders or Opportunities. Select the opportunity or order number. Scroll to the bottom to find the shaded gray box with the subtotal and click “Edit”. From this screen, you can […]