See also: Sales Office Configuration , Sales Office Tour
The Sales Office operator pages are divided into three main areas. The tool bar on the left side appears in all pages.
Messages
The Customer Messages page displays new messages, which are fetched from the customer mailbox that is set in Sales Office configuration. If spam blocking is enabled, messages from unknown senders go to the spam bin. A message history link displays previous customer messages in chronological order.
The Vendor Messages page displays new messages, which are fetched from the vendor mailbox that is set in Sales Office configuration. Spam blocking is not applied to vendor messages. A message history link displays previous vendor messages in chronological order.
Customers
Quick Quotes can be created, saved, and sent without requiring complete customer billing or shipping information. A quick quote may later be retrieved for conversion into a bill or a paid order.
Edit a Quote by entering the quote number. The quote may be resent or converted into a bill or paid order.
Find Customer - List customers alphabetically by last name or search by full or partial spelling of the email address, any part of the first or last name, or full or partial phone number.
Vendors
Manage Purchase Orders - Create and send purchase orders to vendors. Report purchase orders by status: sent, unshipped, and shipped (but not billed yet). Look up purchase orders in relation to customer order numbers. This area provides a comprehensive way to directly access order and shipment related information from customer or the vendor references.
Manage Bills - Report paid and unpaid bills. Vendor bill reports can be sorted and filtered by vendor, status and date ranges.
Manage Vendors - Add and edit vendor contact information. View vendor history.