Mastering Sales Orders and Invoices: Streamlining Your Business Process The intricacies of the sales order and invoice process are undoubtedly perplexing. It is a system that is difficult to understand, even for the most astute businessperson. However, one thing that is clear is that a sales order will always correspond to one invoice. Regardless of the status of the order, you are free to add line items to it as you, please.  Now, suppose an invoice already exists for that…

You can create invoice and bill without affecting inventory. Here are the steps: 1. You create a SO for a customer To create an invoice without affecting inventory: Open the SO Click Fulfill Click on a button on the top “Create Drop Ship Invoice without Inventory” To create drop ship order and bill Open the SO Click on Purchase button Click on the button “Create New Drop Ship PO” and create the PO Open the PO and click on “Receive”.…

Now you can use your own Gmail or G-Suite email address from Datamoto. To set this up, go to Setting and click and “Send email to your customers from your own email account. If you don’t set this then emails are sent from Datamoto’s email account“.  You can also get to this page by simply clicking on the Setting at the right top corner of the Email page. Once you are in this page, it will ask:   If you want…

Yes, you can upload up to five images for each inventory items. To upload images, follow these instructions: Click on Inventory Click on all ready added item’s item code You will see five gray images. Click each image and upload the image. You can only upload up to five images.  

How to Change Your Email Address in Quote, Invoice, and Order Documents If you would like to set up a different email ID in your quote/invoice/order documents then you can follow these instructions: Step 1: Change Your Company Address Start by clicking on “Settings” and then selecting “About Your Company”. From there, click on “Change Your Company Address” and update the email address in the address section. This will ensure that your new email address is displayed on all future…

Editing Partially Fulfilled Sales Orders to Increase Incremental Sales Sales orders are a critical component of any business that sells goods or services. However, managing incremental sales orders can pose a unique challenge, especially when it comes to editing partially fulfilled orders. Let’s say you create a sales order with multiple line items, but only a few of them have been fulfilled. Now imagine a scenario where your customer requests an increase in the quantity of an item that has…

Many times you prefer to print web page rather than PDF quote or invoice. Datamoto provides this functionality. Datamoto application calls Browser’s print functionality to print the web page. So, if you want to change how the page is printed then you must change browser’s Print configurations. Here are the instructions: Internet Explorer: Click on Browser’s setting icon at the top right corner and click Print from dropdown and select Page setup Select the Page Size according to your requirement Margins:…

Inventory Transfer If you are a trader, distributor, wholesaler or a seller who maintains multiple warehouses then you may want to transfer inventory items from many warehouses to one. If you maintain batch or lot number then you may like to transfer items by lot and track the transfer. Datamoto provides a simple and efficient way of transferring items across the warehouses. In Datamoto, you can create a transfer document where you can outline all the items, lots and warehouses. Once you…

Inventory Configurations Datamoto provides following inventory configurations. You can go to inventory configuration by click on Inventory and then setting icon located on the the top right corner. On this page there is also a button to configure/add warehouses.   Add vendor item# column in all POs. You may want to enable this if you maintain your own item code as well as vendor’s and you like to use vendor’s item code or number in all POs.   Check this to update…

A bill of materials or product structure (sometimes bill of material, BOM or associated list) is a list of the raw materials, sub-assemblies, intermediate assemblies, sub-components, parts and the quantities of each needed to manufacture an end product. Datamoto allows you to create BoM very easily. In the Inventory page, you can click BoM to add new BoM. You can add any number of items from the inventory along with quantity as well as note (such as instruction for assembly).…