QuickSales: FAQ

Answers to your question - please feel free to request a new article.

How to process warehouse orders in QuickSales
If you have a physical store or warehouse, you can add it as vendor in QuickSales to update stock by creating POs going to warehouse or use warehouse as ven...
Fri, Oct 13, 2023 at 3:15 PM
How to use Substitute button with built-in Quantity per UOM converter
Let's review the main use case for Substitute button: you received an order with product that was discontinued from the manufacturer. Your vendor inform...
Fri, Oct 13, 2023 at 1:07 PM
How to load vendor catalogs via Supplier Modules in QuickSales
System can show you Vendor SKUs and costs to facilitate fulfillment and allow for Batch PO use case. You can add this info manually via Vendor SKU entry pop...
Thu, Oct 26, 2023 at 9:46 AM
New Dashboards section: Order Pipeline to visualize fulfillment process
Kanban / Pipeline is a popular workflow management method which helps visualize, control and improve processes to limit work in progress. Each card represen...
Wed, Apr 12, 2023 at 4:05 PM
Your estimated GSA scores & Next GSA report smart filter to help you remain compliant
Have a look at your QuickSales home page dashboard - it now shows a specific alert for your government POs: For order types where customer type is ...
Mon, Mar 13, 2023 at 1:58 PM
How to ship orders in QuickSales correctly in terms of GSA ADV
We noticed that some users keep on providing tracking number for only the 1st item in the package list. This was OK for email notifications to end user and ...
Mon, Mar 6, 2023 at 11:00 AM
New Item Status report for monitoring your GSA item statuses & backorders
We’ve added new item-level report that provides current status of each line item from filtered sales orders. Now you can generate a status report of you...
Mon, Feb 13, 2023 at 12:58 PM
Available Integrations in QuickSales
We'll keep on updating this list to reflect current state of all integrations - please let us know if you are interested in some. Order Receiving Mo...
Mon, Apr 24, 2023 at 4:34 PM
How Auto-Backorder can help you comply with GSA requirements
You all know that Take Advantage of Order Status initiative requires that GSA contractors timely report shipped/canceled item-level statuses so that all PO ...
Wed, Nov 16, 2022 at 9:10 AM
How to maintain high performance score via GSA EDI status updates
Take Advantage of Order Status initiative requires that GSA contractors timely report shipped/canceled item-level statuses so that all PO items are either s...
Fri, Oct 13, 2023 at 2:33 PM