How To Void An Invoice
Before you can Void an Invoice you must first make sure that: Any issued stock items on the Order have been returned to Inventory/stock. (This can be down when voiding the Invoice.) Any Payments on the Order have been Unapplied and/or Voided. To Find out more on how to Void a payment, look at this […]
Duplicate/Re-order An Invoice
Duplicate/Re-order An Invoice Softlock Vs Hardlock when doing a re-order Softlock: Softlocking is what Teesom does in the background once a quote has become an invoice, this means that when you do a re-order Teesom will get new costs and prices and re-calculate the price Hardlock: Hardlocking is when you or someone else in your […]
Change The Customer On An Order
You can only change the customer on a Quote. If you want to change the customer on an invoice you will have to duplicate the invoice to a new Quote. Change the Customer on a Quote To change the customer on a quote, you must first remove all the IMPRINTS from the order. Then refresh […]
Introduction: Order Entry Overview
Your First Test Order In this article we will take you through creating your first Order. Video Example – Creating Your First Order https://help.teesom.com/wp-content/uploads/2019/07/2023-09-20-21-14-53.mp4 Creating your Order To Start off creating your Order. On the Job Board, click on “New Order“ Since you have not setup your own markups, pricelists or customers yet, we will […]
The Task Board – Sales Tab
Every customer’s order that you create in Teesom will have several tasks associated with it. The purpose of the Task Board is to keep all “hands” that touch the job on top of their specific Tasks. You can get to the Task Board by using the Shortcut icon in the upper right hand corner of […]
Managing Quotes and Invoices
In Teesom, you start off creating a Quote for your customer; when they approve the quote it is then converted to an Invoice, at the Work In Progress Stage. Once an Invoice goes through the production cycle of Work Order stages, you will then mark the Invoice stage as “Completed” to have it removed from […]