Sales Training

Getting Started with Sales

Quick Checklist

  1. Create a Sales Quote and print or email to yourself to review format.
  2. Convert Quote to Sales Order.
  3. Create a new Sales Order from scratch and print or email to yourself to review the standard form.
  4. Print a Pick Ticket and Pack List for review. These documents are typically used by the warehouse employees during the fulfillment process but are not required.
  1. Create Sales Invoice. If orders were imported into the Model company, test out invoicing multiple orders at one time.
  2. Enter a new customer payment and apply to an invoice.
  3. Create a Credit Memo Proof to go through the return/customer credit process.
  4. Invoice Credit Memo to complete the return/credit process.

Guided steps for specific functions regarding sales

Navigate the Sales Library: