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Invoices not tied to an order
Gavin Flitton replied to Gavin Flitton's topic in Financial / Accounting
@Triston Merritt It would be an invoice that is not tied to a specific order or product. Some useful info here: Credit memos can be created manually under the $ icon.Finance charge, bounced payment, & CC fee invoices are automatically generated based on a customer’s financial settings..So basically, there’s no way to just create an invoice without it being attached to an order/products.What you can do is you can create a product that doesn’t have any real info to it (like maybe just 1 comments attribute so they can type in what the invoice is for) and then set a fixed price $1000 In the pricing section of the product, then manually override that with whatever you’re actually quoting the customer. -
Is there anyway for an employee to send an invoice to their customer without it being tied to a specific order?
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Does an "in house" remake that occurs before the order is finished and shipped function the same as a normal remake requested by a customer? Is new a new order generated that is tied to the original order and does this new order have all new "paperwork" for the necessary products?
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Can a Price Adjustment increase off of another Price Adjustment not cost?
Gavin Flitton replied to Ken's topic in Operations
Hey @Ken, Sorry that we missed this! I just submitted a feature request for it if you want to add your vote to it! -
Is there a way to "un-import" customers?
Gavin Flitton replied to Gavin Flitton's topic in Sales / Customer Service
Contact the customer Success team (Gavin, Sarah, or Triston) and they will give you the details on how this is taken care of! -
I tried to import my customers but it is not what I wanted and I need to edit my file before re-importing them. Is there a way I can delete the customer accounts I just imported incorrectly?
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We are working on this right now, but don't have a way currently. I apologize as I know that makes things more tedious when importing an order. Soon we should have an easier way to create import files.
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Unfortunately no. There is currently not a way to import orders other than to manually enter each attribute in order into a CSV. and then import that file. This would be a great feature request and I am sure others who import orders would love it as well!
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@remremI see that as well. Let me see if I can find the image and replace it with one that works! Thank you for letting us know!
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Jason, unfortunately there isn't a better way at this time, unless they are in a category or under the same business. If so, you can use the second way in the article which hides all of them at once. Here's an article that explains it a little more:
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Here's a quick article on how to hide products from your catalog in two different ways (this does not delete them, but just "hides" the products or categories). Individual Products: - Go to B2B Catalog (Settings > Ecommerce > B2B Catalog) - Find product in B2B catalog and open it - Scroll down to "Resell Product Info" - Uncheck "Available For Sale" box - Save changes Entire Categories: - Settings > Ecommerce > Categories - Find Correct category and open it - Scroll down to "Category Settings" - Uncheck "Available In Catalog" box - Save changes TO UNDO THIS, JUST GO BACK TO THE PRODUCT OR CATALOG AND RECHECK THE BOX!