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Summary

Lorry Journeys

Use this section to view, edit and manage Lorry Journeys. These are used when Scheduling an order...

Updated 10 months ago by Mike

Delivery Management

Sales Orders Sales Orders (Detail)

Use this to add delivery details to a Sales Order Field Purpose Book Delivery This will ...

Updated 10 months ago by Mike

Swatch Request Popup

Product Detail Page

This is an option that can be enabled on the Product tab when editing a Product in the CMS. This ...

Updated 10 months ago by Mike

Mailing List Signup

Mailing List

When a customer signs up to the mailing list, on the website, they will be added to the relevant ...

Updated 10 months ago by Mike

Adding a Customer to a Sales Order in the EPoS

EPoS Adding a New Sales Order in the EPoS

When raising an order in the EPoS, you can choose to add a new customer by entering their details...

Best Customers

Customer Reports

This report will show a list of your best customers for a given period.  It is possible to add C...

Updated 10 months ago by Mike

Summary

Price Lists

Price Lists can be assigned to any Customer. When they are logged into their account on the websi...

Updated 10 months ago by Mike

Category Specific Price Lists

Price Lists

To build a Category specific Price List, simply select a Category from the Drop Down List, and ad...

Updated 10 months ago by Mike

Product Specific Price Lists

Price Lists

Use the controls to build a Product Specific Price List. The Prices added here will take precede...

Updated 10 months ago by Mike

Create a new RMA

Returns (aka RMAs)

1. Click "Add new return" 2. Search for a Sales Order Tip: This can also be done directly from ...

Updated 10 months ago by Mike

Recommended Setup (Furniture Retailers)

Returns (aka RMAs)

When furniture retailers are processing returns, it is recommended to use a 'Customer House' Stor...

Updated 10 months ago by Mike

RMA (Detail)

Returns (aka RMAs)

Use the tick boxes to process the RMA line item (it is possible to have multiple items on a sing...

Updated 10 months ago by Mike

Summary

Returns (aka RMAs)

Use this screen to view and manage RMAs (return merchandise authorisation); return requests and p...

Updated 10 months ago by Mike

Creating a Supplier Return

Supplier Returns

This guide shows how to create and manage a Supplier Return via the Supplier Return section of th...

Updated 10 months ago by Mike

Order Products

Sales Orders Sales Orders (Detail)

This section will show a list of Order Products, which are separated into individual Sales Order...

Updated 10 months ago by Mike

Summary

Reviews

Use this section to manage your Reviews.  Customers are able to leave reviews on Product Detail P...

Updated 10 months ago by Mike

Retail Customers

Customers Account Types

This is the default Customer Type. Registration A Retail Customer may be manually registered in t...

Updated 10 months ago by Mike

Trade Customers

Customers Account Types

To be a Trade Customer, this must be enabled on the Account tab by an User when editing a Custome...

Updated 10 months ago by Mike

Voucher Balance

EPoS

This screen can be used to do a quick lookup of a Voucher's value, on behalf of a Customer.  Ent...

Updated 10 months ago by Mike

Purchase Order PDF

General Documents

Updated 10 months ago by Mike