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Notes by User
This report shows a summary of notes by User. This is a summary of the Tasks within the CRM. ...
Stock Reservation
Stock Reservation prevents automated processes from over-allocating a unit of stock However, it ...
Pay with Deposit
If enabled, the customer will be able to Pay with Deposit for any order for any order over a mini...
Audit History
The audit history shows a log of all actions taken on a Sales Order, along with a timestamp and...
Order Notes
A user may add notes to a Sales Order here. Use the controls to add a note or a task. Email ...
Balance
This will show a complete breakdown of the Sales Order VAT content, with additional detail on t...
Apply Discounts
Use this button to add a new manual discount to a Sales order. Promo Code Enter a valid promo...
Delivery Information
Edit delivery information here. Same as billing This will copy the billing address to the del...
Apply Delivery
Use the controls in this section to add or change the delivery type associated with a Sales Ord...
Loyalty Scheme
The IXO Commerce loyalty scheme works on a simple basis. A registered customer will earn a certai...
FAQs
How can I find the profit margin on a Sales Order? Look in the Order Details section of the Sale...
Loyalty
This section displays the loyalty points accrued by the customer, their monetary worth, and inv...
Discount Management
Promotions and manual discounts are displayed and can be managed in this section. Discounts w...
Process Order Lines
This section is used to manage Sales Order Lines. Actions taken here will affect the Order Stat...
Stock Allocation
Overview Stock Allocation is the process by which a unit of stock is added to a Sales Order. Thi...
Customer Details
This section can be used to amend the customer details. Some details can only be edited as part...
Status Management
Status management may be used to adjust the status of a Sales Order. It's use is limited as mos...
Invoice
The invoice section allows you to review paperwork for the Sales Order. If the document has pr...
Process Payments
Use this section to add Payments to the Sales Order. Available Payment Types will be visible h...
Order Details
This section shows key information about the Sales Order, including: Field Purpose ...