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Notes by User

Other Reports

This report shows a summary of notes by User.  This is a summary of the Tasks within the CRM.  ...

Updated 3 months ago by Mike

Stock Reservation

General Stock Management

Stock Reservation prevents automated processes from over-allocating a unit of stock However, it ...

Updated 3 months ago by Mike

Pay with Deposit

Checkout

If enabled, the customer will be able to Pay with Deposit for any order for any order over a mini...

Updated 3 months ago by Mike

Audit History

Sales Orders Sales Orders (Detail)

The audit history shows a log of all actions taken on a Sales Order, along with a timestamp and...

Updated 3 months ago by Mike

Order Notes

Sales Orders Sales Orders (Detail)

A user may add notes to a Sales Order here.  Use the controls to add a note or a task. Email ...

Updated 3 months ago by Mike

Balance

Sales Orders Sales Orders (Detail)

This will show a complete breakdown of the Sales Order VAT content, with additional detail on t...

Updated 3 months ago by Mike

Apply Discounts

Sales Orders Sales Orders (Detail)

Use this button to add a new manual discount to a Sales order. Promo Code Enter a valid promo...

Updated 3 months ago by Mike

Delivery Information

Sales Orders Sales Orders (Detail)

Edit delivery information here. Same as billing This will copy the billing address to the del...

Updated 3 months ago by Mike

Apply Delivery

Sales Orders Sales Orders (Detail)

Use the controls in this section to add or change the delivery type associated with a Sales Ord...

Updated 3 months ago by Mike

Loyalty Scheme

General

The IXO Commerce loyalty scheme works on a simple basis. A registered customer will earn a certai...

Updated 3 months ago by Mike

FAQs

Sales Orders Sales Orders (Detail)

How can I find the profit margin on a Sales Order? Look in the Order Details section of the Sale...

Updated 3 months ago by Mike

Loyalty

Sales Orders Sales Orders (Detail)

This section displays the loyalty points accrued by the customer, their monetary worth, and inv...

Updated 3 months ago by Mike

Discount Management

Sales Orders Sales Orders (Detail)

Promotions and manual discounts are displayed and can be managed in this section.  Discounts w...

Updated 3 months ago by Mike

Process Order Lines

Sales Orders Sales Orders (Detail)

This section is used to manage Sales Order Lines. Actions taken here will affect the Order Stat...

Updated 3 months ago by Mike

Stock Allocation

General Stock Management

Overview Stock Allocation is the process by which a unit of stock is added to a Sales Order. Thi...

Updated 3 months ago by Mike

Customer Details

Sales Orders Sales Orders (Detail)

This section can be used to amend the customer details. Some details can only be edited as part...

Updated 3 months ago by Mike

Status Management

Sales Orders Sales Orders (Detail)

Status management may be used to adjust the status of a Sales Order. It's use is limited as mos...

Updated 3 months ago by Mike

Invoice

Sales Orders Sales Orders (Detail)

The invoice section allows you to review paperwork for the Sales Order. If the document has pr...

Updated 3 months ago by Mike

Process Payments

Sales Orders Sales Orders (Detail)

Use this section to add Payments to the Sales Order. Available Payment Types will be visible h...

Updated 3 months ago by Mike

Order Details

Sales Orders Sales Orders (Detail)

This section shows key information about the Sales Order, including: Field Purpose ...

Updated 3 months ago by Mike