Sales Orders Management

Convert orders linked PO to PI

1. Purchase Order to Purchase Invoice  Menu Path >>Purchase Module > Purchase Order List > Select a Purchase Order > Menu > Process > Invoice...

How do i email an invoice to customer?

1. Sales Order to Sales Invoice Menu Path>> Sales Module > Sales Order List > Select a Sales Order >Menu > Process > Invoice 2....

How do i create a customer account?

In GreeneStep, the CUSTOMER Master is another key record that identifies a Customer Account and its Company details who pays for services and products delivered. For CRM purposes, it is...

How to convert a quote to order?

Sales Quotation Creation Menu Path >> CRM and Sales > Sales Quotation > New Sales Quotation > Create Sales Quotation to Sales Order  Menu Path >>...

Process ecommerce online orders

Processing Ecommerce Webstore Orders  Creation of New Account Existing Customer Login Creation of Order Back Office Process

How do i process sales orders

Creation of Sales Quotation Sales Quotation to SalesOrder Sales order to Sales Invoice

Setting up pricing groups and rules

Menu Path: Admin > Business Rules > Transactions > Pricing and Others Menu Path: Admin > Default Settings Menu Path: CRM > Pricing > Pricing Rule

Contact us to setup ecommerce webstore

Getting Started: Web Store Set up In terms of e-business/online business, a web store can be described as a means to display the products or...