Search or call support: 1.855.529.3330

Category : Sales

Create A Product

The Products module is a simple but effective way to organize and manage your organization’s products and services. Go to Create Product from the drop down menu under sales Product Name – Enter the name of your product Categories – Enter the price for your product (Categories are a way to group products.) Cost Price –

Read More →

Shipping on Invoices

How do I add shipping charges to my invoice? Adding shipping charges is very simple; Step 1. Go to expense on your invoice and choose new expense (if this is a onetime expense please check onetime expense) Step 2. Expense name and description Step 3. Select category from drop down menu (remember if it is not

Read More →

Easy Quick Invoicing

Hi this is Cheun. Today I’m going to show you how to create an invoice. Find who you’re billing First off, I will start by finding my contact on Web Suite Pro which I’m going to bill. I’ll type in the name in the search bar located on the top of the page. I’m gonna

Read More →

How do I manage a Back-Order?

On the main menu under the [sales] button Under the purchase order drop down menu there is a [incoming orders] button On orders you have accepted, there is an option to click on [back order]

How do I convert an order to a invoice?

On the main menu please select the [sales] button Go to purchase order then select ‘incoming orders’  Select the order number you wish to ship at the bottom of the page select ‘accept order’ Once selected it will ask if you want to convert. please select ‘OK’ Fill out all the necessary fields in the

Read More →

How do I ship an order?

On the main menu under the [sales] button Under the purchase order drop down menu, click on the [incoming orders] button Click on the order number you wish to ship Click on the [ship order] on the bottom of the page. Fill out the nessacary information,  then click [send shipment]

How do I add product to the category?

 On the main menu please select  ‘Sales’  Under products please select ‘ Manage Categories’ Please select the category that you would like to edit, this will take you to the dashboard, where you will see the main commands ;  product to category, edit category, category discount, archive category Select ‘Add product to category, select the

Read More →

How do I add category discount?

On the main menu please select  [sales] button   2. Under the product drop down menu click the [manage categories] button   3.  Please select the category that you would like to edit, this will take you to the dashboard, where you will see the main commands ;  product to category, edit category, category discount, archive

Read More →

1 2 3 5