Go to “Delivery Order” under “Inventory”. You may set up some filters to help you find the delivery order. Double click the order or click “Edit” next to it. Click “PCIKING READY”. Click “PICKING” under “PICKING ACTION”. Double click on it. Click “PICKING LIST” Click “PRINT PICKING ROUTE” Then you…
Open price permission is related to items’ price modifications when selling in the POS system. Based on your needs, you may enable or disable this permission. Go to “Product” under “Products”. Double click the item that you want to modify. Go to “Variables & Pricing”. Toggle on or off “Open…
The price-editing permission is related to items’ price modifications in documents like sales orders, quotations, purchase orders, and so on in the web inventory system. Based on your needs, you may enable or disable the permission. Go to “Product” under “Products”. Double click the item that you want to modify….
Only after being paid (particially or fully) can a sales order be generated a delivery order. You may refer toZiiPSI-How to Create Invoices for Sales Orders – Zii Help Center (ziicloud.com)ZiiPSI-How to Register Payment for Sales Order Invoice – Zii Help Center (ziicloud.com) Go to “Sales Order” under “Sales”. You…
Go to “Invoices” under “Accounting”. You may set up some filters to help you find the invoice. Double click on the invoice. Click “APPROVE” to approve this invoice. (You may not see this key if the invoice has been approved already.) Click “REGISTER PAYMENT” and fill in the payment details…
Go to “Sales Orders” under “Sales”. Double click the order or click “Edit” next to it. Click “CREATE INVOICE”. You may check this invoice in detail. Click “REGISTER PATMENT” to register the payment details after the customer pay for this order. Then this invoice is done.
Go to “Sales Order” under “Sales”. Click on “+ADD”. Choose the customer. Select the salesperson. Toggle on “Wholesale” if needed, with this switch on, items will be added with wolesale prices. (Optional) Set up the expected shipping date if needed. (Optional) Click here to leave a note. (Optional) Adjust if…
Go to “Logistics Tracking” under “Purchase”. Click “ADD”. Enter the logistic info. The ones with “*” are necessary. To associate this logistic info to a purchase order, click “Add”. Select an order from the lists. Select products from this order. Leave a remark if needed. Click “Save” to save it….
Go to “Configuration”. Go to “Business Data” and switch to “Tax Rate Setting”. Click on “Add”. Set up a code, name and the rate. Click “Save” to save.
Go to “Purchase Summary (Product)” under “Purchase” Set up filters as needed and click “Search”. To set up some certain filters, click “ADVANCE SEARCH”.
