🏷️Sales

Create a Returns Document in the Back Office

This video takes you through creating an Open Return and a Returns Document in the back office. The Returns Document can be printed or emailed to your customer. The Returns Doc includes a barcode that can be scanned when the return is received.

Receiving a Return in the Back Office against an Open Returns Document

This video takes you through receiving a Return in the Back Office against an Open Returns Document. Please see the video "Creating an Open Returns Document in the Back Office".

Create a Return on the fly in the Back Office

This video takes you through creating a Return for an item on the fly in the back office.

Returns: Exchange an Item ready for dispatch

This video takes you through the process of receiving a return and exchanging the item. First receive the returned item via Goods In either on the Stock App or Back Office. To exchange the Item, open Returns and find the Open Return completed in Goods In. Once you have exchanged an Item in Returns, Stok.ly will create a new sales order to process the item through Fulfilment (Pick, Pack & Dispatch) just like any order coming in through eCommerce or POS for delivery. This video is for eCommerce or POS orders taken for delivery. If you are looking for instore returns via ePos, please search for "ePos returns".

Creating partial invoice and processing payment for a sale order

Create a sale order via CSV import

An overview of customers in Back Office

Create a New POS Channel

Manually process Sale Orders

Sale Order Status: On Hold

Customer Groups

Automatically sort customers into easy to manage groups.

Importing customers via CSV Import

Create & Assign Trade Pricing