Knowledge Base

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Knowledge Base

Sales

Sales

Setup & Config

Configuring Sales — Part 1

Configuring Sales — Part 2

Configuring Sales — Part 3

Setting up Sales Reps

Sales Master Information — Part 1

Sales Master Information — Part 2

Where do sales categories get used?

Are sales categories required?

How many sales categories do I need?

Where are sale types used?

What are some examples of sale types?

Is there a limit to the number of customer types?

Sales Forms

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Customers

How does the allocated credit feature work?

What are customer types?

Setting up Customers — Part 1

Setting up Customers — Part 2

What are the customer defaults used for?

Why is my customer on credit hold?

Is there any limit to the number of customer ship-to addresses?

Can I change a customer's customer type?

Can multiple sales reps be assigned to a customer?

Can customers belong to more than one customer group?

How are customer groups used?

Are there examples of customer groups?

Do I need to create a contact before I create a prospect?

How do I get started with sales analysis?

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Pricing

Alternate List Pricing

Pricing Schedules — Part 1

Pricing Schedules — Part 2

Freight Pricing

How do freight classes impact freight pricing?

Does the sale type impact pricing?

Can I prevent automatic discounts?

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Sales Orders & Quotes

Can I create quotes for prospects?

Can quotes be converted to invoices?

Can I change the customer on a sales order?

How do I convert quotes to sales orders?

What's the difference between the bill-to and ship-to address?

Does xTuple support drop shipping?

Getting to Know the Sales Order Header

Selling Exclusive Items

How do I open a closed sales order?

How to Reopen Closed Sales Orders

Entering Orders using Customer Favorites

Introducing the Simple Sales Order Entry Feature

How are prospects converted to customers?

Why is my credit card refund being refused?

What is an RFQ?

Assemble-to-Order Configurator

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Sales Reps

How are commissions calculated?

Does xTuple support split commissions?

Where do I mark commissions as paid?

Returns

How are returns and return authorizations different?

Do returns update inventory?