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Sales Order Processing

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Getting Started
    Training Sessions
  • How to use Merchanter
    Sales Invoicing & Credits Products Purchasing Stock Control OData System Settings & Administration Milling & Value Added Processing Sales Order Processing Customers System Release Updates Pricing & Costs Certification Order Picking Agency Sales
  • API Documentation
  • Integrations
    Sage 50 Woo Commerce ECS Webshop Link NearSt QuickBooks Xero ShopWired
  • FAQs
  • Industry Articles
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Sales Order Processing

  • Negotiating prices in sales orders
  • Using Barcodes for sales and purchases
  • Doing a Direct-to-Site order
  • Creating a quote for a customer
  • How to release Sales Order Locks
  • Add a quote for a special product and link to a purchase order
  • Selling a product with unit and weight based prices
  • Sales Order Flow in Merchanter
  • Subtotals on Orders - How to setup and use
  • Checking the price history on a sales order
  • Raising One Sales Order Call-Off from Multiple Bulk Sales Orders
  • Quick search and add new cash customer on Sales Orders
  • How To Set The Payment Due Date To Be Manually Amendable

Cash Sales

  • Doing a fast retail sale in Merchanter
  • Part Dispatching Cash Sales Orders
  • End of Day cashing up report
  • What if my cash drawer is locked and I don't want to reconcile it now?
  • How to run End of Day cashing up process (Z-read)
  • How to run End of day (Z-read) for Cash Drawer on Merchanter

Dispatching

  • How to Set Up an Advanced Dispatch Status Document Scenario
  • Managing Picked orders for Dispatch
  • How to Assign a Driver to a Sales Order
  • How to Progress Through Advanced Dispatch Statuses
  • Confirming Delivery of a Sales Order
  • Advanced Dispatch Status KPIs
  • Setting up an Employee as a Driver
  • How to Turn on The Advanced Dispatching Statuses

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