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This email will also include the Purchase Order PDF as an attachment. 

When editing a Customer, you will be able to update personal details, view Loyalty scheme information, payments on account, delivery addresses and their order history, as well as adding and review Notes, merging customers or deleting their records completely. ...

This is the default Customer Type. Registration A Retail Customer may be manually registered in the POS or CMS. A Customer may create an account on the website. A retail account will always be available for immediate use. Note that Price Lists and Pay on Accou...

Use this screen to view and manage RMAs (return merchandise authorisation); return requests and process the return of Stock.  Cancellation requests are not excluded from this function; this is purely for returns Key to Icons = requested = authorised = decli...

Use the tick boxes to process the RMA line item (it is possible to have multiple items on a single RMA) For a complete guide to setting up and managing an RMA, click here.  You can also add Notes and Tasks to RMA

When furniture retailers are processing returns, it is recommended to use a 'Customer House' Store/Location. This will allow you to keep track of stock held in a Customer's house. When ready, simply use the Stock Transfer function to move that stock back into ...

1. Click "Add new return" 2. Search for a Sales Order Tip: This can also be done directly from the Sales Oder Detail screen 3. Click "Create return" 4. Select the items to return 5. Optionally select reasons and requested actions, as well as adding notes ...

Use the controls to build a Product Specific Price List. The Prices added here will take precedence if a Customer is assigned to the Price List Group, and is logged in to their account.  A Price List can also be populated via a CSV. Enter absolute prices here...

To build a Category specific Price List, simply select a Category from the Drop Down List, and add a percentage discount.  If a Product is in multiple Categories with discounts, the largest one will be applied.