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Use this button to add a new manual discount to a Sales order. Promo Code Enter a valid promo code to apply the relevant discount. Custom Discount Field Purpose Reason Select a reason from the list   This is reported on in the Discou...

This will show a complete breakdown of the Sales Order VAT content, with additional detail on the total amount paid, as well as any Payment Discrepancy.

A user may add notes to a Sales Order here.  Use the controls to add a note or a task. Email to customer If toggled, this will email the note to the customer, along with any attachments.

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

Found at the bottom of the page, these buttons allow you to take various quick actions regarding the order: Button Purpose Print all warehouse labels Print Warehouse labels for Sales Order Lines   This may print many labels, as it w...

How can I find the profit margin on a Sales Order? Look in the Order Details section of the Sales Order screen. How can I add a payment to my Sales Order? Use the Process Payments section of the Sales Order screen. Can I edit the quantity on a Sales Order ...

Notes may be added to Tasks, Customers, Sales Orders, Purchase Orders and Stock Transfers; the process is the same for each one. Task categories are controlled within Site Settings On Sales Orders, it is possible to email the note directly to the Customer; t...

This report will show a breakdown of company-wide sales within a given period; the value of sales will be split by User (Salesperson). This list is based on the data you have set up in the Update Users menu. This report can also be used to calculate commission...

Click or tap on the line that you wish to edit, then choose to Remove VAT. It will be possible to add a VAT Exemption Form further down the page.  VAT Exemption reasons may be edited in Site Settings

Use this dialogue box to add a VAT Exemption Form to a Sales Order. It may be added from the POS or from the Sales Order screen in the CMS.  VAT Exemption reasons may be edited in Site Settings When adding a customer signature, this may be drawn with a mouse...

Why isn't my overlay isn't showing? There are lots of possible answers to this question. Ensure that you have checked: if multiple active overlays are in the same location if your overlay rules apply to the product in question if your overlay has a start...

When processing a refund, it is possible to process a refund as a Voucher.  If done, this will automatically create a voucher linked to that Customer's email address.

This may be used as an Import or an Export option.  The file looks like this: Export Use the filters to narrow your selection, then click 'Export'. This will generate a file that will include all Customisations for products that match your filters.  Im...

This section is used to manage products in bulk. It can be used to export and import Product information via CSVs. There are five files, each of which may be exported and imported. It is possible to use this feature to edit existing products and create new p...

It is possible to add a transparent header to any content driven page, e.g. To achieve this look and feel, the first block on the page must be a Hero block, and that block must be set to: Full Width Allow header overlap must be set to true

These rules can be used to automatically attach Addons to Products; it is also possible to assign these manually to individual products on the Addons tab when when editing a Product. How Assignment Rules Work The user sets up several rules, by which the webs...

This may be used as an Import or an Export.  The file looks like this: Export Use the filters to narrow your selection, then click 'Export'. This will generate a file that will include all Customisations for products that match your filters.  Import M...

This may be used as an Import or an Export option.  The file looks like this: Export Use the filters to narrow your selection, then click 'Export'. This will generate a file that will include all Images for Products that match your filters.  One Product ...

This may be used as an Import or an Export.  The file looks like this: Export Select a Supplier - this will export a list of all Variants whose Product has been linked to your selected Supplier. Import It is also possible (and may sometimes be preferr...