About the Sales category

[evoerp]

Help for the Sales group of programs in Evo-ERP.

Sales Orders

• Sales Orders: Sales Orders
• SO-A Enter Sales Orders: SO-A Enter Sales Orders
• SO-B Print Acknowledgements: SO-B Print Acknowledgements
• SO-C Print Packing Slips: SO-C Print Packing Slips
• SO-D Print Shipping Labels: SO-D Print Shipping Labels
• SO-E Release Sales Orders: SO-E Release Sales Orders
• SO-F Print Invoices: SO-F Print Invoices
• SO-G Post Invoices: SO-G Post Invoices
• SO-H Display Invoice History: SO-H Display Invoice History
• SO-I Customer Service Inquiry: SO-I Customer Service Inquiry
• SO-J Enter Recurring Sales Orders: SO-J Enter Recurring Sales Orders
• SO-K Generate Recurring Sales Orders: SO-K Generate Recurring Sales Orders
• SO-L Print Bill of Lading: SO-L Print Bill of Lading
• SO-N Convert Sales Orders to Work Orders: SO-N Convert Sales Orders to Work Orders
• SO-O-A Print Open Sales Order Listing: SO-O-A Print Open Sales Order Listing
• SO-O-B Print Backorder Listing: SO-O-B Print Backorder Listing
• SO-O-C Reprint Invoice: SO-O-C Reprint Invoice
• SO-O-D Print Commissions by Sales Order: SO-O-D Print Commissions by Sales Order
• SO-O-E Print Shipping Schedule: SO-O-E Print Shipping Schedule
• SO-O-F Print Available to Ship: SO-O-F Print Available to Ship
• SO-O-G Print Sales Order/Work Order Schedu: SO-O-G Print Sales Order/Work Order Schedu
• SO-O-H Print Invoice Listing: SO-O-H Print Invoice Listing
• SO-O-I Print Released Sales Orders: SO-O-I Print Released Sales Orders
• SO-O-J Print User-Defined Detail: SO-O-J Print User-Defined Detail
• SO-O-K Print User-Defined Summary: SO-O-K Print User-Defined Summary
• SO-O-M Print Changes to Sales Orders: SO-O-M Print Changes to Sales Orders
• SO-O-N Print On Time Delivery Performance: SO-O-N Print On Time Delivery Performance
• SO-P-A Enter Sales Quotations: SO-P-A Enter Sales Quotations
• SO-P-B Print Sales Quotations: SO-P-B Print Sales Quotations
• SO-P-C Convert Sales Quotations: SO-P-C Convert Sales Quotations
• SO-P-D Sales Quotation Detail Report: SO-P-D Sales Quotation Detail Report
• SO-P-E Sales Quotation Summary Report: SO-P-E Sales Quotation Summary Report
• SO-P-F Release Blanket Order: SO-P-F Release Blanket Order
• SO-P-I Enter Freight & Tracking Information: SO-P-I Enter Freight & Tracking Information
• SO-P-J Post Shipped Items: SO-P-J Post Shipped Items
• SO-P-K Edit Posted Invoice: SO-P-K Edit Posted Invoice
• SO-P-L Print Changes to Quotes: SO-P-L Print Changes to Quotes
• SO-P-M Converted Quote Report: SO-P-M Converted Quote Report
• SO-P-N Convert SO to PO: SO-P-N Convert SO to PO
• SO-P-P Edis Estimated Ship Dates: SO-P-P Edit Estimated Ship Dates
• SO-Q-A Enter Base Prices: SO-Q-A Enter Base Prices
• SO-Q-B Print Base Prices: SO-Q-B Print Base Prices
• SO-Q-C Global Price Change: SO-Q-C Global Price Change
• SO-Q-D Enter Price Codes: SO-Q-D Enter Price Codes
• SO-Q-E Print Price Codes: SO-Q-E Print Price Codes
• SO-Q-F Enter Discount Codes: SO-Q-F Enter Discount Codes
• SO-Q-G Print Discount Codes: SO-Q-G Print Discount Codes
• SO-Q-H Enter Contract Prices: SO-Q-H Enter Contract Prices
• SO-Q-I Print Contract Prices: SO-Q-I Print Contract Prices
• SO-Q-J Generate Base Prices: SO-Q-J Generate Base Prices
• SO-Q-K Print Catalog: https://forum.evoerp.com/t/so-q-k-print-catalog/561/1
• SO-Q-L SO Price Change: https://forum.evoerp.com/t/so-q-l-so-price-change/562/1
• SO-R Void Invoice: https://forum.evoerp.com/t/so-r-void-invoice/563/1
• SO-S Mass Release Sales Orders: https://forum.evoerp.com/t/so-s-mass-release-sales-orders/564/1
• SO-T Sales Order Inquiry: https://forum.evoerp.com/t/so-t-sales-order-inquiry/565/1
• SO-U Sales Order Defaults: https://forum.evoerp.com/t/so-u-sales-order-defaults/566/1
• SO-V Quick Sales Order Entry: https://forum.evoerp.com/t/so-v-quick-sales-order-entry/567/1

Service and Repair

• Service and Repair: https://forum.evoerp.com/t/service-and-repair/1147
• SR-A Enter Service/Repair: https://forum.evoerp.com/t/sr-a-enter-service-repair/568/1
• SR-B Print Service/Repair: https://forum.evoerp.com/t/sr-b-print-service-repair/569/1
• SR-C Convert S/R to Work Order: https://forum.evoerp.com/t/sr-c-convert-s-r-to-work-order/570/1
• SR-D Print S/R Packing Slips: https://forum.evoerp.com/t/sr-d-print-s-r-packing-slips/571/1
• SR-E Release Service/Repairs: https://forum.evoerp.com/t/sr-e-release-service-repairs/572/1
• SR-F Print S/R Invoices: https://forum.evoerp.com/t/sr-f-print-s-r-invoices/573/1
• SR-G Post S/R Invoices: https://forum.evoerp.com/t/sr-g-post-s-r-invoices/574/1
• SR-H RMA & Service & Repair Defaults: https://forum.evoerp.com/t/sr-h-rma-service-repair-defaults/575/1
• SR-I Void S/R Invoice: https://forum.evoerp.com/t/sr-i-void-s-r-invoice/576/1

RMA

• RMA: https://forum.evoerp.com/t/rma-module/1148
• RM-A Enter RMA: https://forum.evoerp.com/t/rm-a-enter-rma/577/1
• RM-B Print RMA: https://forum.evoerp.com/t/rm-b-print-rma/578/1
• RM-C Receive RMA: https://forum.evoerp.com/t/rm-c-receive-rma/579/1
• RM-D Disposition RMA: https://forum.evoerp.com/t/rm-d-disposition-rma/580/1
• RM-E Enter RMA Return Codes: https://forum.evoerp.com/t/rm-e-enter-rma-return-codes/581/1
• RM-F RMA/Service & Repair Defaults: https://forum.evoerp.com/t/rm-f-rma-service-repair-defaults/582/1
• RM-G Reason Codes Report: https://forum.evoerp.com/t/rm-g-reason-codes-report/583/1

Sales Analysis

• SA-A Print Daily Sales/Bookings: https://forum.evoerp.com/t/sa-a-print-daily-sales-bookings/584/1
• SA-B Print Profit by Invoice: https://forum.evoerp.com/t/sa-b-print-profit-by-invoice/585/1
• SA-C Print Customer Detail: https://forum.evoerp.com/t/sa-c-print-customer-detail/586/1
• SA-D Print Customer Summary: https://forum.evoerp.com/t/sa-d-print-customer-summary/587/1
• SA-E Print Customer Class Detail: https://forum.evoerp.com/t/sa-e-print-customer-class-detail/588/1
• SA-F-A Profit by Invoice: https://forum.evoerp.com/t/sa-f-a-profit-by-invoice/589/1
• SA-F-B Sales by Customer: https://forum.evoerp.com/t/sa-f-b-sales-by-customer/590/1
• SA-F-C Sales by Salesperson: https://forum.evoerp.com/t/sa-f-c-sales-by-salesperson/591/1
• SA-F-D Sales by Item/Class: https://forum.evoerp.com/t/sa-f-d-sales-by-item-class/592/1
• SA-G Print Customer Class Summary: https://forum.evoerp.com/t/sa-g-print-customer-class-summary/593/1
• SA-H Print Salesperson Detail: https://forum.evoerp.com/t/sa-h-print-salesperson-detail/594/1
• SA-I Print Salesperson Summary: https://forum.evoerp.com/t/sa-i-print-salesperson-summary/595/1
• SA-J Print Inventory Detail: https://forum.evoerp.com/t/sa-j-print-inventory-detail/596/1
• SA-L Print Product Class: https://forum.evoerp.com/t/sa-l-print-product-class/597/1
• SA-M Print User-Defined Detail: https://forum.evoerp.com/t/sa-m-print-user-defined-detail/598/1
• SA-N Print User-Defined Summary: https://forum.evoerp.com/t/sa-n-print-user-defined-summary/599/1
• SA-O Top Customer Report: https://forum.evoerp.com/t/sa-o-top-customer-report/600/1
• SA-P Print Sales With Surcharge Rolled Up: https://forum.evoerp.com/t/sa-p-print-sales-with-surcharge-rolled-up/601/1

Commissions

• Sales Commissions: https://forum.evoerp.com/t/sales-commissions/1149
• CS-A Enter Salespersons: https://forum.evoerp.com/t/cs-a-enter-salespersons/602/1
• CS-B View Salespersons Info: https://forum.evoerp.com/t/cs-b-view-salespersons-info/603/1
• CS-C Print Salespersons Info: https://forum.evoerp.com/t/cs-c-print-salespersons-info/604/1
• CS-D Transfer Sales Commissions: https://forum.evoerp.com/t/cs-d-transfer-sales-commissions/605/1
• CS-E Print Commission Detail: https://forum.evoerp.com/t/cs-e-print-commission-detail/606/1
• CS-F Print Commission Summary: https://forum.evoerp.com/t/cs-f-print-commission-summary/607/1
• CS-G Enter Sales Rep Links: https://forum.evoerp.com/t/cs-g-enter-sales-rep-links/608/1
• CS-H Import Sales Rep Links: https://forum.evoerp.com/t/cs-h-import-sales-rep-links/609/1
• CS-K Enter Price Code Commissions: https://forum.evoerp.com/t/cs-k-enter-price-code-commissions/610/1
• CS-L Print Price Code Commissions: https://forum.evoerp.com/t/cs-l-print-price-code-commissions/611/1
• CS-M Enter Contract Commissions: https://forum.evoerp.com/t/cs-m-enter-contract-commissions/612/1
• CS-N Print Contract Commissions: https://forum.evoerp.com/t/cs-n-print-contract-commissions/613/1
• CS-O Print Commissions Earned Detail: https://forum.evoerp.com/t/cs-o-print-commissions-earned-detail/614/1
• CS-P Print Commissions Due Summary: https://forum.evoerp.com/t/cs-p-print-commissions-due-summary/615/1
• CS-Q Commission Year End Routine: https://forum.evoerp.com/t/cs-q-commission-year-end-routine/616/1
• CS-R Sales Commission Defaults: https://forum.evoerp.com/t/cs-r-sales-commission-defaults/617/1

Contact Master

• CM-A Enter Contact Accounts: https://forum.evoerp.com/t/cm-a-enter-contact-accounts/618/1
• CM-B-B Print Accounts Listing & Labels: https://forum.evoerp.com/t/cm-b-b-print-accounts-listing-labels/619/1
• CM-B-C Print Reminders: https://forum.evoerp.com/t/cm-b-c-print-reminders/620/1
• CM-B-F Print Notes: https://forum.evoerp.com/t/cm-b-f-print-notes/621/1
• CM-C CRM Dashboard: https://forum.evoerp.com/t/cm-c-crm-dashboard/622/1
• CM-J Change Account Codes: https://forum.evoerp.com/t/cm-j-change-account-codes/623/1
• CM-K Add Customers to Account File: https://forum.evoerp.com/t/cm-k-add-customers-to-account-file/624/1
• CM-M Contact Manager Defaults: https://forum.evoerp.com/t/cm-m-contact-manager-defaults/625/1

Accounts Receivable

• AR-A Enter Customers: https://forum.evoerp.com/t/ar-a-enter-customers/626/1
• AR-B Enter Vouchers: https://forum.evoerp.com/t/ar-b-enter-vouchers/627/1
• AR-C Record Payments: https://forum.evoerp.com/t/ar-c-record-payments/628/1
• AR-D Charge Interest on Invoices: https://forum.evoerp.com/t/ar-d-charge-interest-on-invoices/629/1
• AR-E Print Statements: https://forum.evoerp.com/t/ar-e-print-statements/630/1
• AR-F Print Aging: https://forum.evoerp.com/t/ar-f-print-aging/631/1
• AR-G Print Customer Code and Name: https://forum.evoerp.com/t/ar-g-print-customer-code-and-name/632/1
• AR-H Print Customer General Info: https://forum.evoerp.com/t/ar-h-print-customer-general-info/633/1
• AR-I Print Customer Mail Labels: https://forum.evoerp.com/t/ar-i-print-customer-mail-labels/634/1
• AR-K Print Sales Tax Report: https://forum.evoerp.com/t/ar-k-print-sales-tax-report/635/1
• AR-L Transfer Sales Taxes: https://forum.evoerp.com/t/ar-l-transfer-sales-taxes/636/1
• AR-M Enter Customer Refund: https://forum.evoerp.com/t/ar-m-enter-customer-refund/637/1
• AR-N Enter/Print Customer Deposits: https://forum.evoerp.com/t/ar-n-enter-print-customer-deposits/638/1
• AR-P Customer Payment Notification: https://forum.evoerp.com/t/ar-p-customer-payment-notification/639/1
• AR-Q View Customer Information: https://forum.evoerp.com/t/ar-q-view-customer-information/640/1
• AR-R Print AR Payment History: https://forum.evoerp.com/t/ar-r-print-ar-payment-history/641/1
• AR-S Accounts Receivable Defaults: https://forum.evoerp.com/t/ar-s-accounts-receivable-defaults/642/1
• AR-U Update Credit Hold Status: https://forum.evoerp.com/t/ar-u-update-credit-hold-status/643/1

Contract Review

• Contract Review: https://forum.evoerp.com/t/contract-review/1150
• CR-A Assign Departments to SO: https://forum.evoerp.com/t/cr-a-assign-departments-to-so/644/1
• CR-B Enter SO Approvals: https://forum.evoerp.com/t/cr-b-enter-so-approvals/645/1