This video is from 2014. The program’s design has changed significantly, and it now has more features. However, the way many modes work has stayed the same or is very similar. We are updating our knowledge base and video lessons. Since 2022, videos have been available exclusively in Ukrainian.
Sales documents
A manager can start with a quotation, agree on the order contents and price, then create an invoice. The goods in the invoice are reserved at an available warehouse; once the order is confirmed, an outbound delivery note is issued. This workflow helps track what has been agreed with the buyer, what has been paid, and what has actually been shipped.
Tracking payments and stock
Link payments to the relevant invoices or delivery notes, and reconcile cash on delivery after the money arrives. If stock is insufficient, review the need for a supplier order, taking already issued invoices into account. Record returns in a separate document so that stock levels and settlements remain consistent. The video shows the sales department working in an older version of the program.
More details: Online order accounting; Invoice and reservation from multiple warehouses
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