Planufac ERP Documentation
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Sales

Help with sales

  • Sales & Purchases Products Import
  • Create an automation
  • Filters
  • Auto-Refresh
  • Searching List Pages
  • How to add an Opayo pay now button to PDF documents
  • Putting a customer on stop
  • Fast Mode
  • Automatically Email Invoices & Credits
  • Search within filters
  • Convert a Sales Order to a Stock Transfer
  • Voiding Invoices & Credits
  • Printing Picking Lists and Packing Slips
  • Consignments
  • How to unlock an invoice for editing
  • Bulk Assign/Un-Assign a status
  • How to enable auto archiving
  • Creating and Uploading Price Books in Planufac

Categories

  • Automation
  • Onboarding
  • Release Notes
  • Contacts, Customers & Suppliers
  • Compliance
  • Dispatch
  • Getting Started
  • Import/Export
  • Integrations
  • Inventory
  • Manufacturing
  • Products
  • Purchases
  • Reports
  • Sales
  • Settings
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