Sales
Guides and support for all Sales-related tasks in FlexiBake—covering set up, troubleshooting, and sales reports.
How To
- Sales Center Setup Tasks
- Add a New Sales Order
- Apply a Payment Term to a Sales Order
- Add a Discount or Surcharge to a Sales Order
- Add a Delivery Charge to a Sales Order
- Clone a Sales Order
- Generate a Proforma Invoice
- Add a Customer Reference to a Sales Order
- Hotkeys: Use the F2 Screen on Sales Order
- Hotkeys: Use the F3 Screen on Sales Order
- Hotkeys: Use the F5 Screen on Sales Order
- Hide Column Headings on Sales Order Screen
- Record Product Shipping Weights on a Sales Order
- Determine Raw Material Requirements for an Order
- Sales Orders: Memorize a Transaction
- Generate a Memorized Transaction
- Remove a Memorized Transaction
- Void a Sales Order
- Create a Payment for a Sales Order
- Forecast Sales Orders
- Route Reconciliation - Create, View or Edit a Route Order
- Route Reconciliation: Setting Up Route Settlement Customers
- Create Price Tiers
- Set Product Prices Within a Price Tier
- Auto-Calculate New Tier Prices
- Adding Additional Costs to a Price Tier
- Creating and Utilizing the Price Tier Import
- Set Up an Import Template for Sales Orders (CSV Import)
- Import Sales Orders Using an Import Template
- Export Sales Orders
- Export Customer Data
- Mass Sales Order Changes
- Set a Default Ship Date
- Using the Find Tool: Customers
- Maintain Deal Pricing
- Add New Promotional Pricing
- Use the Daily Order Log
- Daily Order Log Video
- Reprice Orders
- Print Product Labels for Items on Sales Orders
How To: Customer Set Up
- Detailed Customer Account Setup Tasks
- Add a Customer
- Adding and Assigning Customer Categories
- Add Credit Card Information to a Customer Profile
- Set Up Customer for Use with Daily Order Log
- Assign a Customer's Default Ship From Location
- Imports: Customer Opening Balance
- Update Customer Account Number
- Assign Tax Profiles to Customers
- Using Product Overrides
- Customers Video
- Apply a Payment Term to a Customer
- Set Customer as Subsidiary Account
- Assign a Price Tier to a Customer
- Set Customer as a Master Account
- Assign a Salesperson to a Customer
- Add Default Freight / Delivery Charge to a Customer
- Set a Customers Credit Limit
- Set Customers Default Delivery Period
- Enter a Customers Opening Account Balance
- Add an Alert Message to a Customer
- Set Customer Minimum Order Amount
- Add Customer Contacts for Bulk E-mailing Invoices and Statements
- Set Customer Discounts and Surcharges
- Add a Default Customer Reference
- Add Ship To and Bill To Addresses to a Customer
- Set Invoice and Statement Delivery Methods
How To: Standing & Shadow Orders
- Shadow Orders, Manual Sales Orders and Cloning Video
- Import Standing Sales Orders
- Speed up Shadow Order Product Selection
- Create a Shadow Order
- Copy a Shadow Order
- Make Bulk Updates to Shadow Orders
- Create a Standing Sales Order
- Zero Quantities for Standing Sales Orders
- Make Bulk Updates to Standing Sales Orders
- Add a Memo to a Standing Order Product
- Copy a Standing Order
- Override a Standing Sales Order
- Generate Standing Sales Orders
- Create and Generate an Alternate Standing Sales Order
- Temporarily Disable a Standing Sales Order
- Set a Standing Sales Order as Inactive
- Standing Sales Orders Video
- Route Reconciliation: Create a Standing Sales Order for a Route
Troubleshooting
Reports
- Sales by Customer Detail - Report
- Revenue by Customer Category Graph - Report
- Revenue by Product Category - Report
- Revenue by Salesperson and Product - Report
- Revenue by Salesperson Summary - Report
- Revenue by State/Province and Product - Report
- Revenue by State/Province Summary - Report
- Revenue by Zip or Postal Code and Customer - Report
- Revenue by Zip or Postal Code and Product - Report
- Revenue by Zip or Postal Code Summary - Report
- Revenue by State/Province and Customer - Report
- Revenue by Product Category Graph - Report
- Customer Price Tier Detail - Report
- Revenue by Salesperson and Customer - Report
- Sales Order Written by Customer Summary - Report
- Sales by Product - Report
- Open Sales Orders Summary - Report
- Customer List - Report
- Customer by Price Tier - Report
- Standing Sales Order by Customer - Report
- Route Delivery Revenue by Customer - Report
- Open Sales Order Detail - Report
- Customer Price Tiers - Report
- Sales Orders by Customer Summary
- Sales Orders by Customer Detail
- Standing Sales Orders by Products - Reports
- Revenue vs Returns Summary - Report
- Sales Order Written - Report
- Shadow Orders by Customer - Report
- Revenue by Product - Report
- Revenue by Customer Detail - Report
- Revenue vs Returns Detail - Report
- Open Sales Orders by Product Summary - Report
- Daily Revenue Summary - Report
- Customer Fill Rate - Report
- Revenue by Customer Category - Report
- Route Delivery Revenue Detail Report
- Route Delivery Revenue Summary Report
- Sales Orders Written by Customer Detail - Report
- Revenue by Customer Summary Report
- Open Sales Orders by Product Detail - Report
- Open Sales Orders by Customer Detail - Report
- Open Sales Orders by Customer Summary - Report
- Mailing Labels - Report
- Days Since Last Order - Report