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NICK YOUNG SALES DESK
Customer
NEW CUSTOMER
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NEW PRODUCT
A brand-new partAnother condition of a part we stock
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Quote
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Start typing a postcode or address above and pick from the list to fill the fields.
Subtotal (ex VAT)£0.00
Delivery (ex VAT)
VAT£0.00
Total£0.00
Delivery is a manual figure for now; the postcode and weight rules come next. New quotes start as Open in the Pipeline.
Quote pipeline
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Orders
Website orders (from the shop) and desk orders. Search by order number, customer, company or email. Open an order to see the lines and start a return.
Returns
Returns raised from orders. Work each one through: reasons, whether the goods need to come back, receiving and checking them, then approve to raise the credit note and refund.
Customers
Search a customer to set their credit limit and payment terms, and see what they owe, what's overdue, and how much of their limit is left (live from Xero).