Sales

Sales articles and guides

How to Create a Sales Order [Step-by-step guide]
You can create Sales Orders within techOMS, as well as assigning the stage in the pipeline. This article describes the steps and fields involved in the pro...
Wed, 20 Apr, 2022 at 5:39 PM
How to find/filter Sales Orders [Step-by-Step Guide]
When you manage Sales Orders you might need to find a specific order or group of orders. NOTE: Make sure that you are operating at the right Vendor/Ware...
Thu, 21 Apr, 2022 at 5:03 PM
How to Create a Customer [Step-by-step guide]
You can add Customers as you create or handle Sales Orders. This article describes the steps and fields involved in the process. NOTE: Make sure t...
Wed, 20 Apr, 2022 at 5:38 PM
How to Approve Sales Orders [Step-by-step guide]
You can approve previously created Sales Orders. This article describes the steps and fields involved in the process. NOTE: Make sure that you are oper...
Thu, 21 Apr, 2022 at 3:41 PM
How to Allocate & Fulfill Sales Orders [Step-by-step guide]
You can Allocate and Fulfill previously created or approved Sales Orders. This article describes the steps and fields involved in the process. NOTE: Ma...
Thu, 21 Apr, 2022 at 3:41 PM
How to Cancel Sales Orders [Step-by-step guide]
You can Cancel previously handled Sales Orders. This article describes the steps and fields involved in the process. NOTE: Make sure that you are opera...
Thu, 21 Apr, 2022 at 3:42 PM
How to Delete Sales Orders [Step-by-step guide]
You can Delete previously handled Sales Orders. This article describes the steps and fields involved in the process. NOTE: Make sure that you are opera...
Thu, 21 Apr, 2022 at 3:35 PM
How to Send Shipments [Step-by-step guide]
techOMS by default sends shipments automatically. Nevertheless, you can manually Send shipments if you needed so. This article describes the steps and ...
Thu, 21 Apr, 2022 at 4:30 PM
How to Cancel Shipments [Step-by-step guide]
Through techOMS you can request cancellation in two different modes: Cancel shipments: Sends the cancellation request to the warehouse, expecting updates ...
Thu, 21 Apr, 2022 at 4:53 PM
How to Delete Shipments [Step-by-step guide]
You can Delete previously handled Shipments. This article describes the steps and fields involved in the process. NOTE: Make sure that you are operatin...
Thu, 21 Apr, 2022 at 5:01 PM