sales_order
Differences
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sales_order [2021/08/27 10:21] – [Sales Order Lines] darryl | sales_order [2023/06/20 08:53] (current) – external edit 127.0.0.1 | ||
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==== Sales order Shipping ==== | ==== Sales order Shipping ==== | ||
+ | The Sales Order Shipping tab will show each line, and whether or not it has been dispatched to the customer. Click the pencil icon to edit a line and update the quantity that have been dispatched. | ||
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+ | Clicking the pencil icon will open a pop-up window for your chosen line | ||
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+ | Update your Quantity to Ship and then click the tick icon. Once a line has been completed, the icon on the right of the line will reflect this. | ||
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==== Attachments ==== | ==== Attachments ==== | ||
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The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way. | The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way. | ||
- | To add a new Attachment, click the 'Add Attachment' | + | {{ :: |
+ | To add a new Attachment, click the 'Add Attachment' | ||
+ | You can then view and download these whenever you need to using the eye and download buttons on the record. | ||
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+ | To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings. | ||
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+ | Public and Private attachments are visible or invisible to Mobile users respectively. | ||
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sales_order.1630059696.txt.gz · Last modified: by darryl