Sales Management1. Sales OrdersTrack orders from your customers.Location: Sidebar → Sales → Sales OrdersFrom here you can see the summary of the sales order. Such as:Status | DescriptionTotal Orders – Total number of sales orders.Draft – Order is being prepared.Confirmed Order – Order confirmed a...
Read MoreCustomer ManagementCustomer ProfilesMaintain your customer database.Location: Sidebar → Sales → Customers1.Creating a CustomerClick New Customer.Fill in customer details:2.Field | Description | RequiredCode – Unique customer code. | YesName – Customer or company name. | YesCompany Name – Business...
Read MoreCreating a Sales Order1. To create a new sale follow the below steps.Click New Sales Order (or New Sale from the sidebar).Fill in the order details:2. Field | Description | RequiredCustomer – Select or create a customer. | YesWarehouse – Ship-from warehouse. | YesChannel – Order source (Direct, W...
Read MoreReturn ManagementReturn List:From here you can view all return orders along with their details.Field – DescriptionReturn ID – Unique identifier for the return.Product Name – Name of the returned product.Warehouse – Warehouse where the return is processed.Channel – Source of the return (e.g., Dir...
Read MoreAmazon Ledger1.Track Amazon financial transactions.2. Location: Sidebar → Sales → Amazon Ledger3. Summary:From here you can view the Amazon ledger summary.Field – DescriptionSales Proceeds – Total revenue earned from Amazon sales.Amazon Fees – Total fees charged by Amazon (e.g., referral, fulfill...
Read MoreShipping RateThe Shipping Rates module allows you to define and manage delivery charges based on carrier, weight range, and service level. These rates are used to calculate shipping costs automatically during order processing (especially for FBM orders).Location: Sidebar → Sales → Shipping RateFr...
Read MorePackaging TypesThis section allows you to manage different types of packaging used for shipping products, including their size, weight, and cost.Sidebar → Sales → Packaging Types Table FieldsName The name of the packaging type (e.g., Premium Pack).Dimensions The size of the package in Length...
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