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Knowledgebase : Orders
TO PUT A FIELD ON YOUR ORDER FORM CONTAINING THE CURRENT DATE, YOU CAN DO THE FOLLOWING: This video will walk you through the steps:  https://www.youtube.com/watch?v=hn6J-9c18So [https://www.youtube.com/watch?v=hn6J-9c18So]   Open your Order form wi...
BOUNCED CHECK: If you have entered a group order, with one payment for all of your checks and one bounces, you will need to do the following: Go to the order, select the Payment Tab Click on the total checks (lumped sum of all checks deposited.) ...
SUCCESSWARE TRACKS THE COST OF SALE ASSOCIATED WITH YOUR PRODUCTS. Tracking COS will help you to know if you are charging a profitable amount for each item you sell. By knowing you are at a profitable price point you do not need to track order by order,...
Promotional Certificates are not real money. You are using this term as a promotional device. When a Client redeems a promotional certificate, enter the amount as a Discount to the Total Order or on a specific Ordered Item. Since you enter it as a d...
*Do Not create a Product or Product Line for Gift Certificates, SuccessWare already has this built in* The money received for a gift certificate is applied toward credit and is not initially counted toward any product line. When the gift certificate is...
My recommendation would be to create an Order with no Products, just Payments from the client. This order will be left with a negative balance, indicating a credit. Also create an Order based on the date of the delivery (the Wedding date) with the Produ...
If you are running a promotion where a percentage of the order will be donated to charity follow the steps below. For example: What you will need to do is put on a 10% discount on the order itself. Total Sale is: $100.00 Discount is: $10.00 Client...
To import an E-mail invoice into SuccessWare Go to Modify Orders Click the Send E-mail Through SuccessWare Click Import Select the Invoice Category off the pop up Navigate to the E-mail Messages folder within the SuccessWare folder Select the Invoi...
If this is the first time you are importing an order into SuccessWare from ProSelect you will want to set up your Preferences. Do the following: Select Preferences under the SuccessWare menu (MAC) or the File menu (PC.) Select ProSelect on the left....
HOW TO RECEIVE MONEY FROM A THIRD PARTY PROCESSOR: Set up a payment method for the third party (Paypal,Collages, Pictage, etc) Go to the Order Menu Select Accepted credit cards Type in the new payment method name, use the name of the online company ...
What we recommend is add this like a normal order. 1. Set the Status to Estimate 2. Set a Deadline Date Doing this will show up in the dashboard and you can follow up. If there is a deadline and they bypass, you can delete the order. If they hire ...
To manage print credits so there is a true credit on the account here is what we suggest. When creating the order, select the package which includes the print credit from your product list and enter the amount of the package. Once all payments on the...
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