Learn how to set up your sales and pricing within your Tidy account
How to add customer override pricing
In this module, learn how to add customer override pricing. This is used to set custom prices for specific customers.
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How to add price levels
In this module, learn how to set up pricing levels. These are used when you want to sell items at different prices to the unit charge you set up in the material item’s details.
How to purchase and receive a batched item
This guide explains how to purchase and receive an item that is set as a batch item.
How to create a batched assembly
When batches are enabled for an Assembly, the Assemble function is a 2-step process: Selecting the batches on the component items (Input) and Assigning batch data to the assembled item (Output).
How to transfer a batched item
This guide explains how to transfer an item that is set as a batch item between locations.
How to sell a batch item
This guide takes you through how to sell a batch item. When a sale is made, any line items that have Batches enabled, display a Batches icon.
How to credit a sale
In this module, learn how to credit a sale when customers return items they have purchased from you, or ask for a refund.
How to create a sale
This guide explains how to Create a sale, explaining the different details necessary to complete it.
How to back order a sale
Create a Sales Order if you are wanting to enter a sale, but not invoice the customer at this stage. Use this option for indent orders or to just get the sale into the system for further details to be added later. The advanced search button in the Sales screen, allows you to search for the On Order sales.
How to view a sale
This guide explains how to view all the details of a Sale.
How to download and email a packing slip
A Packing Slip is produced when a Sale has been completed. This guide explains how to view and email a packing slip.
