Inside Sales Management

Overview

This document will go into detail about the quote and order process for inside and outside sales. This article will also cover common scenarios plus tips and tricks to make the order entry process seamless for you and your customers.

Getting Started

To get started from your navigation select the ‘New’ icon and choose New Quote/Order. Alternatively, you can go to the top menu and select ‘Order’ and hover over ‘New’ to receive the same options.

NOTE: In the Savance software an order that is not converted is considered a Quote and does not allocate stock, nor is the customer charged/invoiced.

Quote/Order Header

Below is a reference list of the following options that are available within the Quote/Order header. If selected they become the general setting for the entire order.

• O/T - Our Truck - By selecting this option you wish to have the order delivered by your truck.

• W/C - Will Call - By selecting this option you wish to have the order processed as a will call for pick up.

• UPS - By selecting this option you wish to have the order delivered by UPS.

• Air - By selecting this option you wish to have the order expedited by air.

• Direct - By selecting this option you wish to have the entire order shipped directly from a Vendor to your customer.

• P&H - Pack & Hold - By selecting this option you wish to have the order held and shipped or picked up at a later date.

• Internal - By selecting this option you wish to have the entire order shipped from another warehouse location.

• POS - Point of Sale - By selecting this option you are marking this order as placed at the counter, face to face.

• PP - Print Prices - By selecting this option you wish to Print Prices on the order receipt/Invoice. This only needs to be selected if your general settings are selected to NOT print prices on specific document types.

• DO - Delayed Order - By selecting this option you wish to place an order for items well before the items are allocated and or purchased until a future date.

• EDI - By selecting this you are marking this order as an EDI supported order that will be sent according to your settings.

• IH - Invoice Hold - By selecting this option you want the invoice on this order held for further review. This also disallows a shipper from being invoiced. Stock is allocated to the order.

• OH - Order Hold - By selecting this option you are placing the order ‘Order Hold’ for further review. No stock is allocated to the order.

• RH - Reserve Hold - By selecting this option you are going to reserve material on the order, but a shipper will need to be manually created when the customer is ready for shipment.

• ST - Store Order, means you are going to pick, pack, and bill the order, however, you are not “shipping” it until the customer is ready.

• LIH - Allows you to cherry-pick what items will be processed now, vs later, but everything remains in the same order.

• BO - Back Order - By selecting this option the customer wishes to backorder material on the order.

• SC - Ship Complete - By selecting this option the customer wishes to wait until all merchandise is available before processing the order and the stock that is available will be allocated.

• COD - Cash/Check on Delivery - By selecting this option the customer will need to pay for the order upon delivery.

• CASH - By selecting this option the customer is paying by CASH (Cash means the order has to be paid once it is converted). NOTE: Customers can be assigned to ‘CASH Only’ by default within the ‘Manage Account’ area and it can not be overridden at the time of order entry.

• Printed Comment - By adding text in this field it will be printed on the Order, Invoice, and Receipt Documents.

• Internal Comment - The area is for reference text but will NOT be printed on any documents, nor be added to the account.

  

Quote/Order Header Tabs

Within the Quote/Order Header there are several tabs available for additional information and or for reference about the order. In this next section, we’ll go into detail about these tabs.

• Header - This section has the customer accounts information.

  • Customer/Account Name

  • Contact Name

  • PO Number

  • Job/Release

  • WHSE

  • Email

  • Fax

  • Due Date

  • Int. Owner (the Order writer)

  

• Customer - This tab allows you to select multiple customers and or contacts to send a quote to.

  

• Status - This section allows you to view the status of the order, as well as the timestamp for each stage of the order process. This area also allows you to view the Shipper, or Invoice for the order and manage the shippers within the Release Management screen.

  

• History - This section allows you to view the history of this order and any time it has been opened, saved, unlocked, and or canceled. From this section, you can also ‘Cancel’ the order, ‘Unlock’ the order to make changes, and or start a ‘Return’.

  

  • Also in the History Tab you have several sub-tabs for additional information

    • The Payment subtab will give your payment history as well as allows you to Void the payment, or Edit payment details.

      

    • Transactions give you a timestamp of all transactions made in this order. Very helpful if you’ve taken a deposit on the order

      

    • Ledger Transactions gives you an audit trail of the Ledger Accounts for the order.

      

    • CC Processing Logs are if you are using WindRived for payment transactions within Savance. This tab will give you timestamp information and details for WindRiver payment capture.

      

• Bill To - In this section, you can view the Primary Bill To address for the Account you’ve selected. You may also add/edit this address and copy it to the Ship To section.

  

• Ship To - In this section, you can view, add or edit the Ship To address for the Contact you’ve selected. You may also choose a ‘Ship Via’, Freight On Board setting, and a Warehouse Message you wish to have printed on the Pick Ticket.

  

• Dispatch - Within this section, you will be able to see the timestamp, location, and method of the printed documents for this order, i.e. Print Ticket, Receipt, and Invoice. NOTE: If you need to reprint or view any of the documents just highlight the document you want to view and right-click for your available options.

  

• Footer - In this section, you are able to create a footer message to print on your Order/Quote. By default, we have ‘Please do not hesitate to call with any questions. Best Regards, ‘Int. Owner’s Name’. If you wish to change the footer message and keep it as your default select ‘Save Default’.

  

• Summary - In this section, you have additional sub-tabs for your reference.

  

  • Totals - This will give you the total summary breakdown for this order.

  • Tax Code - Here you can view and or edit the default tax code chosen for this order only. NOTE: The tax code is based on Ship To’s for deliveries, and or Whse Location for pickup/POS orders if applicable.

  • Deposit - If selected you can enter a deposit amount to take for this order.

    

  • Margin Manager - If selected allows you to set/adjust the margin.

    

  • Pricing - In this section you can view/edit this customer’s price class for the order only. NOTE: Changing the price class here will not update the Accounts default.

  • Invoicing - Here you can view the breakdown of everything that will be invoiced to the customer.

  • Commission - In this sub-tab, you will see any assigned sales rep to this order and their commission details. You may also add or delete any sales reps from this area to appropriately pay commissions.

    

• Quality - In this section, you’ll be able to set reminders that will appear in your homepage basket if you need to follow up on a quote. If the quote is no longer good you may also choose a reason why the business was lost.

  • In the Notes Subtab of Quality, you may also add any notes for reference.

    

• Links - If you have any IBTs, Direct’s on the order, or you wish to create a hard link RFQ/PO from the order itself you can create and or view these links in this section. You may also select any of the Hard or Soft links to give you a direct path to the linked orders. Also if you wish to email and attach the order/quote you will handle this within the Links section as well.

  

Quote/Order Line Details

When placing a Quote/Order there are several columns that are displayed within the line details. In this next section, we’ll go into detail about these columns and what they mean. NOTE: In Settings > Spreadsheet Admin you can configure what information you want to be displayed both on the screen and what is printed.

Spreadsheet Column Legend:

• R - Refresh - If an item is checked, it will refresh when the quote refreshes entering. Otherwise, the item will not refresh. If you uncheck and check this, it will restore the original item information from the business system such as pricing and cost.

• QTY (F2) - Quantity - Here you will enter the quantity of the part number. By default, if you enter a part number first the QTY column will update to ‘1’.

• Mfg - Manufacturer Short - When you enter a part number the MFG Short will appear here, alternatively you can select the filter within the column and either change the MFG Short or search by the MFG Short. NOTE: The MFG Shortcode called - SENI stands for Savance Enterprise Non-Stock Item.

• Part Number (F3) - Here you will enter your Part Number - If you need to search for the part number select the ‘...’ in the S column to bring up the search window.

• Description (F4) - The description of the item. Pressing F4 will jump to this field. Double-clicking the column header will switch the (+) and (-) which will expand or contract the row height to either fit the whole description or limit it to one line. Additionally, if you are creating an NSB (Non-stock Build) item you can enter your own description here.

• Cost (F7) The actual cost of the item.

• Net (F5) - The Net Price of the item (before taxes and freight)

• Ext. Net - Extended Net Price. The extended net price of the item (before taxes and freight).

• Margin (F6) - The margin in percentage (also known as gross margin) for each item. [Margin = Sell Price / (Sell Price - Cost)]

• Avail - Availability - The quantity of the item that is available for the warehouse selected.

• OO - The quantity of the item that is On Order. If you double-click this, a Warehouse Inventory window will open, telling you the inventory levels for that item.

• U/M - Unit of Measure

• UPC /DCI (F9) - As an alternative for entering the part number for an item, you can enter the UPC code.

• Comment (F11) - This allows you to add a comment to the line, which will print underneath line details on an order.

• Tax - If tax is checked, the item will be marked as taxable and include tax. If tax is not checked, the item will not be marked as taxable and will not include tax.

• B/O - Back Order, When backorder is checked for an item, that item is put on backorder.

• Direct - Check this box for a line item direct or drop ship order. Alternatively, you can do a whole order direct by using the Direct flag in the order header

• NSB - Non-Stock Build - If the non-stock build box is checked, a new part will be created when the Quote or RFQ is converted.

Once an order has been converted and you wish to reference it, three additional columns will appear.

• Allocated - This reflects the quantity allocated for this order

• Picked - This reflects the quantity that has been picked for this order

• Shipped - this reflects the quantity that has been shipped on this order.

Quote/Order Header Icons

Above the Quote/Order Header are icons that can also assist you when converting, saving, and sending a quote/order. Below is a description of the icon and its action while in the ordering process.

• Open - Instead of creating a new quote/order you can select Open to do a search. This search will allow you to look for Quotes, Orders, PO’s, RMA’s etc.

  

• Save if you make any changes to a quote or unlock an order and make changes it is best to ‘Save’ your updates using this icon.

• Save As, if you need to copy an order you can select this option to copy the order as is.

• Print - If you wish to print a copy of the quote/order you can select the ‘Print’ icon and this will print the document to the printer that is configured on your computer.

• Fax - If you have a Ring-Central account configured in our system and select fax this will create a visible cover sheet and will fax a copy of the order/quote as long as the customer contact has a fax number available in the header.

• E-mail - To create an email attachment select the ‘Email’ icon. This will open your email provided and create an email draft that you can send to a customer as long as you have the contact name and email address available in the header.

• Refresh - To refresh any old quotes you can open the quote/order and hit ‘Refresh’.

• Convert - Once you wish to ‘Convert’ a quote into an order, select ‘Convert’

**

**

Common Order Scenarios

Accounts vs. Contacts

In this section, we will talk about the difference between Accounts and Contacts within the Savance software.

• Accounts - are customers that frequent your business, have the potential of having a Terms account with you, and or a business with whom you want to grow your relationship with and market to. Depending on the type of customer they are, Accounts are typically the name of a company (if applicable).

• Contacts - are people that may purchase under that Account i.e. John Smith is a contact for Account Nick’s Plumbing. Contacts are also used when sending documents, i.e. invoices, receipts, statements. You can have multiple contacts for one Account.

• CASH Account - Many of our customers will create an Account under the name CASH. The CASH account is typically used at the counter when you have a non-establish relationship with a customer, or they don’t frequent your business. When using the CASH account you can still add the customer as a contact to keep records until one day they establish their own Account.

To view your contacts for any account from the navigation select Accounts > Manage Accounts, find the account name, and select the ‘Contacts’ tab.

Searching for an Order/Quote/RMA

There are a few ways to search for orders, quotes, RMA’s, etc. within the Savance Platform. As discussed earlier in this document the first way to search is by selecting the ‘Open’ icon from your header.

This will then open the ‘Object Browser’

From here you have several filters that you can use to narrow down your search results. By default when you first open the object browser several items will load automatically:

• Sales Owner

• Warehouse Location

• Site

• Date Range

It is important to note that if you are searching for an order that was not placed by you it is best to remove the Sales Owner and select All (unless you know the person who has placed the order.)

When searching at times more information is better to narrow your search results, however there are other fields that may additionally help you:

• Object Type - Here you can select the options listed to help you sort through just Quote, or just Returns.

• Object Name - If you have chosen to rename the default Quote number you can search here.

• Blanket Search - Any time you want to do a blanket search you can put ‘%’ in the field and all results (Maximum 500) will show.

• Date Range - Drill Down on your date range as it by default scans a year.

NOTE: If you make any changes to the Object Browser, i.e. Date Range, Object Type, Location, Sales Owner the next time you bring up this search window your previously selected filters will be selected.

Another way to view Orders, Quotes, and Returns is via the Account Manager. If you know the Account Name from the navigation select ‘Accounts > Manage Accounts’

• In the Name Field, find your Account

• Once you’ve found the Account select, or click on the name.

• The screen will update to the Account Overview Tab, from here you can see all activity for this customer:

  

• From here you can select a link to view the order, quote, or return.

• Alternatively, you can also select the Quote/Orders tab to view all activity as well.

  

• The same goes if you select the Returns tab, you can view all these accounts returns activity.

  

Checking Availability on a Part Number

Within the line details at times (especially a multi-location) you may want to see what is available at another location, choose an alternative option for delivery, or just view what’s on order, back ordered, etc.

In a new quote/order,

• Enter your part number and hit enter if the Availability column shows ‘yellow” in the field that means that the part number you are trying to order is NOT available.

• Double-click on the ‘Avail’ field within the line order details and the Warehouse Inventory pop-up will appear and allow you to do the following actions:

  • Line Item Ship & Bill - If you have a multi-location this allows you to ship and bill material directly from the other location so you don’t have to bring stock in.

  • Line Item Internal - If you have a multi-location this allows you to do an internal transfer from one warehouse to another so you can ship and bill from one location.

  • New Order Internal - If you have a multi-location this allows you to do an internal transfer for the entire order from one warehouse to another so you can ship and bill from one location.

  • Line Item Direct - This allows you to create a drop-ship directly from the vendor for this line.

  • Line Item PO Now - This allows you to create a direct PO for the vendor for this line and generate the PO upon conversion automatically.

  

• You can also view Warehouse Inventory Details by scrolling to the right within the pop-up

  • Stocked - this means if you frequently purchase and sell this material it will be considered “Stocked”

  • On Hand Qty - the quantity of inventory on hand

  • Reserved Qty - the quantity of inventory that has been reserved to orders already

  • On Order Qty - the quantity of inventory that is currently on order from purchasing

  • Back Ordered Qty - the quantity of inventory that is currently backorders on order

  • Manual Backorder Qty - the quantity of inventory that has been manually back ordered at the order level

  • Allocated Qty - this is the quantity of inventory that has already been allocated to orders for shipment

  • Location On Hand - this is the warehouse location of the material

  • Available - this is the quantity of material that is available for purchase minus, allocation, reserved, back ordered.

  • Replenishment Qty - based on your reorder point, and qty this is a suggestion based on the numbers above what you will need to replenish the orders.

  • Fulfillment Qty - The quantity needed to fulfill open orders and replenish stock.

  • Direct On Order - the amount of this material that is on direct orders

  • Direct Reserved - the quantity of the material that is reserved on direct orders

  • Suspect Bin On Hand - the quantity of this material that has been placed in this bin for further inspection

  • Holding Bin On Hand - the quantity of this material that has been placed in this bin to put away into stock

  • Staged On Hand - the quantity of this material that is currently marked as “staged”

  • In Transit - the quantity of this material that is currently marked in-transit on an order

  • Moving Bin On Hand - the quantity on this material that has been placed in this bin to pick/packed for shipment.

  • On Return - the quantity of returns this material has been on

  • RTV Holding Bin On Hand - the quantity of this material that is placed in this bin to get ready to be sent back to the vendor for return.

  • Future - any quantities held for a future /delayed order

  • Min Order Qty - ff you have any minimum order quantities for this material

  • ReOrder Pt. - the suggested reorder point

  • ReOrder Qty - the suggested reorder quantity

Changing Bill To / Ship to Address On An Order

Sometimes it may be necessary to change the Bill To or Ship To address on an order after it was converted. For example, after invoicing an order, you may notice that one of the addresses is incorrect on the invoice. Perhaps the account is configured incorrectly, the wrong address was selected prior to order conversion, or the address information has changed after the order went through.

Check Address Info

• First, you may want to check to see if the address you need to use is properly configured for the account. If it is, you can skip this step.

• Go to the Account Manager, look up the account, and go to the Address Info tab.

• Use the Add, Edit, or Delete buttons as necessary to ensure that all the account's different addresses are correct and up-to-date.

• Once all the addresses are properly defined, make sure the proper address is being mapped for the correct purpose. Simply select from the dropdown lists which address you want to use for Primary Address, Statements, Ship To, and Bill To by default.

  

Change Order

• Once you are ready to make the Bill To or Ship To address change, open the order and go to the History tab. Press the Unlock Order button so that you can make the change.

  

• Now, go to either the Bill To or Ship To tab, whichever address you are modifying. Hit the Select button. A popup message will indicate that the Order may have been shipped already and that you may need to reprint documents related to this order after changing the address.

  

• Next, the address selection screen will come up. Highlight the new address you would like to use. You can make further changes, if necessary, by using the Edit button. Once you are ready to transfer the new address to the order, hit the Select button.

  

• Make sure you hit the Save button when you are done so that you do not lose your changes. To reprint any documents with the new address, go to the Dispatch tab, highlight the document you would like to reprint, and select the Resend Print option.

Entering an order you know you have the material in stock but the warehouse value is wrong

• Right-click on the item in your quote and select ‘Stock Adjustment’

  

• Enter the correct quantity in the LocationOnHand field and save.

  

• NOTE: If you made a stock adjustment, you MUST choose a reason in the drop-down before you can SAVE the change.

• Refresh your line on the quote and the new availability will now show up.

Entering an order for a Credit Customer and it says that the order is on credit hold

• You will see this message at the top of the order, and you cannot proceed with it

  

• This means the customer exceeded their Soft Credit limit. In order to exceed this limit and proceed with the order, seek approval from the appropriate person.

• Once the order has been approved by that person, then you will be able to proceed with the order like normal.

• If POS mode is activated, then a receipt will print with ON HOLD printed on it in big letters.

• Do not let the customer leave with the material when the order is on credit hold.

• When the order is approved, you’ll want to reprint the receipt from the dispatch queue so it doesn’t say ON HOLD on it.

  

Entering a Credit Customer order, and it says the customer’s credit limit is not sufficient

• This means the customer exceeded their Hard Credit limit. No additional leeway can be given to this customer, so it won’t be possible to proceed with the order until you discuss it with management.

  

Reprinting a pick ticket, packing list, receipt, or any other document for an order

• If you need to reprint a document for an order for any reason, then go to the Dispatch tab. Right-click the document you need, then select Resend Print.

  

• You will be asked if you want to use the original printer or a different printer.

  

Add an item to an order

• First, you will need to unlock the order. Go to the History tab and select Unlock Order

  

• Now, simply add the item to the order like you normally would.

• Hit the Save button.

  

• An additional release will be generated with the new item. If it’s in stock, a pick ticket will automatically print.

  

• To put everything on one release so that the additional item isn’t invoiced separately, hit the Release Management button.

  

• Then, checkmark the releases and hit the Merge button.

  

• You will see the Shipper -00 and Shipper -01 listed. On the right-hand side, select ‘Merge All’

  

• This will combine the multiple shippers into one order and list it under Shipper To Allocate Details.

  

• As you can see it will let you know what shippers are being merged, under Merged from Shippers

  

• Next select, Allocate Shipper

  

• Both the -00 and -01 have been canceled and a brand new 02 has been created combing the entire shippers that were merged.

  

Lot Pricing Sales Process

All lot-priced orders must start with a sales order (SO).

• Create a new quote

• Enter Order Header Details (Customer, Contact, PO Number, Job)

• Click the Direct check box

  

• Enter your appropriate ship to address (if the material is coming into the warehouse, then use warehouse address)

  

NOTE: You must add one “Lot Price” item for every MFG you are selling.

• Select MFG for Lot

• Enter your Sell Price and Cost, or enter your Cost and Margin. *Adding Items to your Lot

• If you already know the items that make up the lot enter the items below your lot.

  

• You will zero out the cost and sell price

  

• Items that are not in the system. You will need to fill in the MFG, Description and MUST CHECK NSB (not stock build)

  

• If you don’t know the items that make up the lot. Enter part number “SEE QUOTE” so the system will generate a purchase order for the LOT ITEM

  

• You are now ready to convert the quote to a sales order. This will follow the standard quote conversion to a sales order. After converting a direct sales order you will be prompted with a RFQ generation. This will create your required direct purchase orders. This can and will list all MFG you have on your sales order

  

• You are now ready to submit your generated purchase orders.

Delete an item from an order that has NOT been picked or staged yet

• If the order hasn’t been posted to shipped yet, right-click the item and choose Cancel Item

  

• The part number becomes crossed out on the order. It won’t print on any documents.

  

• Save the order

Delete or change the quantity of an item from an order that HAS been picked or staged

• Open the order

  

• Open the shipper on the Status tab.

  

• Hit the Post button and choose Unrelease.

  

• Confirm that you want to do that.

  

• Hit the Close button to be taken back to the Order.

  

• Go to the History tab and unlock the order.

  

• Now, simply edit the quantities. To delete an item, put in a 0 quantity.

  

• Hit Save so the changes take effect. The order total is updated immediately.

  

• Hit Close on the Back Order Processing Summary Screen.

  

• The deleted item will be crossed out.

  

• The original shipper will be crossed out, and a new one is created.

  

• At this point, process the order like normal.

Delete or change the quantity of an item on an order that has NOT been picked or staged

• Open the order.

  

• Now you will need to unlock it within the History tab.

  

• Simply key in the new quantity on the spreadsheet in the quantity field:

  

• Hit Save so the changes take effect. The order total is updated immediately.

  

• Hit Close on the Back Order Processing Summary Screen.

  

• In the Status tab an additional release will be generated with the item on it and the difference between the new and original quantity. If it’s in stock, a pick ticket will automatically print.

  

• To put everything on one release so that the additional item isn’t invoiced separately, select the Release Management button.

  

• Then, select Merge All for both shippers

  

• The details of the two shippers will be shown within the Shipper to Allocate

  

• Then select Allocate Shipper

• A new pick ticket will print and the shippers will be canceled and combined into one with all material

  

Creating a Customer Credit/Refund

• To create a customer credit go to Accounting Manager> Standalone Payment/Credit

  

• Select the customer you would like to create the credit for. You can use the type-ahead feature or the search feature.

  

• You can search for a job. This field is optional

• Make sure the Transaction type is set to Customer Credit

  

• Next enter the Credit Amount you would like to credit the customer.

  

• You can also enter a comment. This field is optional

• Finally Click on the Create Credit button then cancel

  

Creating a Copy of an Order

In the scenario that you need to make a copy of an order, canceled order, or quote. First, you will need to make sure you recently saved the order you were working on or canceled. We will now do an Order Save As.

• On the left Navigation

• Next select ‘Save As’

  

A copy of the order will automatically appear. NOTE: A new order number will be assigned.

Creating a PDF Copy of a Quote/Order

In the scenario that you need to email a copy or just save a copy of the quote/order for your files you can create a PDF version of the order.

• Within the top navigation select ‘Order’

• Next select ‘Save As PDF’

  

A PDF version of the document will appear that you can either attach or save for your reference.

For More Info Just Right-Click

Within the line details of a quote/order in any field you can right-click to view additional information and or get a list of tools to help you process the order. In the section below we will go through the available information in this menu.

• The Object Browser pop-up will appear. From here you can filter by order Type, Filters, Warehouse, and Date Range.

  

• Lookup Quote/OrderHistory - By selecting this you will be able to view the item history for a specific item. You can also view previous orders' cost, sell, and margin value. Select the Summary Tab and view a sales summary YTD for the item.

  

• Show Warehouse Inventory

  • Just like double-clicking the Avail field in the line details if you select Show Warehouse Inventory, you will get the Warehouse Inventory pop-up that allows you to view availability and as well select alternate delivery methods for that specific line.

    

• Show Warehouse Inventory Log - by selecting this option you will open the Warehouse Inventory Log that shows you Current Inventory Values as well as Stock Changes to this item.

  

• Show Item Price Change Log - by selecting this action you will see the current local inventory values for a specific item. You can view the cost and your column prices between your local and master inventory.

  

• Web Specification Sheet - When you select this option if when you imported inventory and supplied your trade service catalog web sheet you can view it here.

  

• Refresh Part Number - If you are viewing an older quote or made changes to an item you can select ‘Refresh’ to refresh that line to the current changes.

• Copy - Highlight a row and select ‘copy’ to copy the information to another row

• Freeze Columns/Rows - just like in Excel you can freeze columns and or rows for better visibility on larger orders.

• Save Custom Description - If you updated or changed the description for an item you can save it.

• Cancel Item - Highlight the item you wish to cancel.

• Edit or Create Item Number in BS - If you know this is a new item that you don’t have in inventory you can create a new inventory item on the fly by selecting Edit/Create Item Number.

  

• View Part Information to get a quick glance of the part information, warehouse information, and product info you can select “View Part Information”

  

Additional Resources

Additional Knowledge Base articles are available for the sales management process.
Please refer to our Help Menu> Help Topics section within the Savance Enterprise Platform.

Under Sales Management>

• Apply A Deposit To A Sales Order

• Cancel Remaining Items On An Order

• Change Pricing Profile

• Delayed Orders

• Managing Commissions

• Managing Piece Inventory & Wire Cuts

• Order Naming Conventions

• Order On Hold

• Freight

Under Administration>

• Spreadsheet Administration Legend

Core Process Documents>

• POS - Point of Sale

Data Management>Pricing

• Pricing Overrides

Miscellaneous>

• Jobs

RMA>

• Return Merchandise Authorization