This section describes the stages of the order workflow and how to process orders, create invoices, and shipments. It also explains how to issue credit memos and set up billing agreements.
Use the Quotes feature to allow authorized buyers to initiate the price negotiation process by submitting a request from the shopping cart. The Quotes grid lists each quote received, and maintains a history of the communication between buyer and seller.
The Orders workspace lists all current orders, and includes tools to edit and process existing orders, and create new orders for the customer.
An invoice is based on a temporary sales order, and is a permanent record of the order. The Invoices grid lists invoices in various stages of the order process.
The Shipments grid lists the shipment record of each invoice that is ready to be shipped. A shipment record can be generated at the same time that an order is invoiced.
A credit memo is a document that shows the amount that is owed to the customer. The amount can be applied toward a purchase, or refunded to the customer.
The Returns grid lists the current returned merchandise requests (RMAs) and is used to enter new return requests.
The Billing Agreements grid lists all billing agreements between your store and its customers. Each record includes general information about the billing agreement, and all sales orders that have used it as a payment method.