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Quote
No lines yet. Search parts above and add them.
Start typing a postcode or address above and pick from the list to fill the fields.
Delivery is a manual figure for now; the postcode and weight rules come next. New quotes start as Open in the 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).