Learn how to create and credit sales, and use different types of custom pricing in Tidy
In this module, learn how to add quantity breaks to materials. This is a type of custom pricing where discounts are given to customers based on the quantity of an item purchased. This is particularly useful when customers make bulk purchases.
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In this module, learn how to send an invoice without dispatching stock. You will be able to send an invoice and take payment from the customer first, then order the goods in and dispatch the stock to the customer later.
In this module, learn how to credit a sale when customers return items they have purchased from you, or ask for a refund
Backorders are created when you want to enter a sale, but not invoice the customer at this stage. You can also create backorders to just get the sale into the system for further details to be added later.
Sale orders are created when you want to sell stock to a customer. In this module, learn how to create a new sales order and what different sales order statuses mean.
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 items' details
In this module, learn how to add customer override pricing. This is used to set custom prices for specific customers.
Learn how to create a backorder when you have insufficient available items in stock. You'll be able to sell available stock in the order while putting the rest on backorder.