Articles in this category Orders Order Discounts You can add line-item or full-sale discounts to Quotes, Fulfillment Orders, and POS orders (Income -> Quotes -> New Quote, Income -> Orders -> Fulfillment Order or POS). For each line item... Back Orders You can view a list of back orders by going to Income -> Reports -> Orders -> Back Orders. An order is considered a back order when there has been at least one shipment created for the order,... Date for Determining When Invoices Are Overdue You can choose which date is used to determine the number of days overdue for invoices by going to Admin -> Billing -> Company Options -> Defaults -> Billing -> Use Which Date For Deter... Set Next Order Number You can change the next order number that will be used by activating the Tools -> System -> Add-ons -> All -> Custom Order Numbering Schemes add-on, and then going to Admin -> Orders -&... Order Marked as Complete Allows Editing If you have fully shipped an order and marked the box Order Is Complete during shipping, you can still modify the order and also add new shipments. Once the order has been marked complete and fully in... Orders Received Report vs. P&L Report The Ledger -> Reports -> Profit & Loss Statement report only includes income and expense values from orders that have been invoiced (Income -> Orders -> Fulfillment Order -> Orders ... Edit Order After Invoicing To edit an invoice AND affect inventory you must first delete the invoice (which reopens the order) by going to Income -> Invoices and selecting the invoice you'd like to modify. At the top of the... Fulfillment and/or Service Orders Not Showing You can toggle on or off whether fulfillment and service orders are available in your installation by going to Admin -> Billing -> Company Options -> Invoicing & Ordering -> Fulfillmen... Shipping Estimate If you click the Shipping link below the Subtotal on Quotes, Fulfillment Orders, and POS, you can get a shipping quote from UPS. What GL account does the shipping estimate hit? Shipping charges go to ... POS Sales Taxes Not Calculating In order to set the default taxes that will be used for POS orders, you will need to go to Admin -> Billing -> Sales Taxes -> General Sales Tax Info and set taxes under the Sales Tax District... Can Quote Numbers be Different Than Orders? By default when Quotes are turned into orders, the same number will be used for the Order number. You can have a different ordering sequence for Quotes and Orders by using the Tools -> System ->... Create Worker for a Service Order When you add labor time to an order (Add Labor Time to Order button) you must indicate a Worker. If you haven't already, make sure that you go to Admin -> Orders and set up your Service Classes, Se... Create a Quote Create a new quote by going to Income -> Quotes -> New Quote. To convert a quote to an order, go to Income -> Quotes, and select the quote you'd like to convert. At the top of the page ther... POS Using Wrong GL Sales Account When using POS the GL Sales Account for line items may be set up to use the default sales account for the customer. If you would like to use the sales account specified for items, you'll need to do th... Customer First/Last Name Not Appearing on Customer Page If you are missing fields when editing customers: 1) Go to Admin -> System -> Company New/Edit. 2) Select your company and click Edit. 3) Look for a field called Short Ship To Screen under Gener... POS Ship To - Attention Field Auto-Populating If you do not put anything in the Attention field in the Ship To section when adding a POS order, the field automatically puts in the customer's name. This occurs for POS and Fulfillment Orders. Use Order Date for Invoices During Orders to Invoices If you would like to use the Order Date as the Invoice Date when creating new invoices with Income -> Orders -> Fulfillment Order -> Orders to Invoices, turn on the setting Admin -> Billin... Fulfillment Order Notifications You can send a notification to the customer when a fulfillment order is created by checking the box labeled Email When Order Created in the Invoicing -> Additional section when editing a customer. ... Order Entry Screen Customization You can add your own custom fields for customers, orders, and invoices for use when creating Quotes, Fulfillment/Service/Rental Orders, and Invoices. Activate the Custom Fields add-on via Tools -> ... Customers Manage Orders Customers can use the B2B site (your NolaPro URL with /b2b at the end, ex. demo.nolapro.com/b2b) to see the status of orders, make payments, check on payment history, and place new orders. The portal ... Multiple Shipments You can make multiple shipments for fulfillment orders. Be sure not to mark the option Order Is Complete when shipping until you no longer wish to add shipments to an order. Add shipments to orders by... Transfer / Merge Customers If you find you have duplicate accounts for a customer, and you would like to merge the info and activity from one record into another, you can use the Customer Account Merging Tool add-on to consolid... Edit Completed Service Order In order to edit a service order that has been invoiced, you will need to delete the invoice first. After deleting the invoice, you can edit the service order again after locating it in the Income -&g... Service vs. Fulfillment Orders The main differences between Service and Fulfillment Orders are:1. Service Orders allow you to track labor time (see service order setup options in Admin -> Orders -> Service Classes, Admin ->... Prepaid Services If you would like to add prepaid service/labor time to service orders, or if you just want to keep a running total of allotted time and how much has been used, you can click the Add Time Ordered To Or... Non-Inventory Items You can add non-inventory items to orders one of two ways. 1) Enter in just a description for line items that won't pull from inventory. Since the line won't be linked to an item, no inventory activit... Make Customer Inactive If you have the Customer Holds add-on active (Tools -> System -> Add-ons), you will be able to mark customer accounts as On Hold or Account Closed in the invoicing section of the customer edit p... Retrieve Deleted Order If you have deleted a fulfillment or service order, these cannot be brought back and made active within the system. You can view deleted orders by going to Income -> Orders and setting the Status f... UPS Shipping You can retrieve shipping quotes from UPS for Service Orders (Get Shipping Quote button) and Fulfillment Orders (click the Shipping link below the Subtotal). The shipping quotes are pulled from UPS in... Unconfirmed Orders and Quotes Orders that customers enter in the B2B portal will have the status Unconfirmed. These orders won't reserve any inventory, and will need to be confirmed before they will appear as regular orders and re... Pro Forma Invoice A pro forma invoice is a document that states a commitment from the seller to sell goods to the buyer at specified prices and terms. It is used to declare the value of the trade. It is not a true invo... Clone Quotes and Orders You can make copies of quotes and orders with the Clone Quotes & Orders add-on (Tools -> System -> Add-ons). To clone a quote or order bring up an order or quote via Income -> Quotes or ... Box Label After creating a shipment for a fulfillment order (Income -> Shipments -> Ship Order), you will be able to print both a Packing Slip and a Box Label. You can reprint the Packing Slip and a Box L... Payment Receipt Printing If you would like to print receipts for payments, activate the Payment Receipts add-on (Tools -> System -> Add-ons). After entering in info for a customer payment, you will have a button to prin... Margin Exception Report The Margin Exception report lists every order with shipped lines waiting to be billed whose computed margin falls outside your configured Minimum and Maximum Sales Margin. The configured bounds are re... Orders Over Estimate Report The Orders Over Estimate report identifies orders whose actual amounts have exceeded their original estimate, so you can review overages. It requires the Inventory module. Open it from Income -> Re... Order Performance Statistics Report The Performance Statistics report summarizes order performance metrics over a period you choose. Start by setting the filters, then generate the statistics. Open it from Income -> Reports -> Ord... Shipped Orders (Find / View / Void Shipments) The Shipped Orders page lets you find, view, and (when the shipment has not yet been invoiced) void any order shipment. Look up shipments by date, customer, PO, or tracking number — or click a ship da... Order Volume Report The Volume Report summarizes order volume for a selected month and year. Use it to track how order activity trends over time. Open it from Reports → Orders → Volume Report. Runnin Voided Orders Report The Voided Orders report lists every order voided (cancelled) within a chosen period. It is useful for cancellation review and audit — see at a glance which customers cancelled, when, and what the ord... Order Time Report (Service Orders) The Time Report summarizes time logged against service orders for a period you select. It requires the Inventory module. Open it from Reports → Orders → Time Report. Overdue Orders Waiting On PO Report The Overdue Orders Waiting On PO report lists overdue orders whose items are not yet on a purchase order, so you can chase the purchasing needed to fulfill them. Open it from Income -> Reports ->...