Sales & Pricing

Learn how to create and credit sales, and use different types of custom pricing in Tidy

How to add quantity breaks

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.

How to invoice without dispatching stock

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.

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 backorder

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.

How to create a sales order

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.

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 items' details

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.

Creating backorders with insufficient stock

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.