This Savance Enterprise documentation demonstrates accepting deposits
on a quote or order:
* Accept Deposit [1] (Video)
* Accept Deposit [2] (PDF)
Links:
------
[1] http://youtu.be/MPqZe5Jl_MY
[2]
http://www.savanceenterprise.com/downloads/doc...
Savance Enterprise allows you to add internal messages to a quote or
order. Please keep in mind that Notes are different than Comments,
which are discussed in the following knowledgebase:
Order Comments [1]
In order to use notes, open up the quo...
Here is documentation that covers the back ordering process in
Savance Enterprise:
* Back Orders [1] (PDF)
* Back Orders [2] (Video)
Links:
------
[1]
http://www.savanceenterprise.com/downloads/documentation/Back-Ordering.pdf
[2] http://youtu....
This documentation covers setting up and using the barcode scanner in
Savance Enterprise:
* Barcode Scanner [1] (Video)
* Barcode Scanner [2] (PDF)
Links:
------
[1] http://youtu.be/a_130Qmsk9s
[2]
http://www.savanceenterprise.com/downloads/d...
This Savance Enterprise documentation demonstrates how to cancel and
delete order types:
* Cancel ">Cancel & Delete Orders [2] (PDF)
Links:
------
[1] http://youtu.be/moj65c-tfDM
[2]
http://www.savanceenterprise.com/downloads/documentation/Cance...
Orders can be defined as either cash or non-cash (credit) sales.
After you enter a customer name onto a new quote, ensure the CASH
option is checked if you want to collect money up-front. Have the
option unchecked if you want to invoice the customer.
...
There are multiple ways to change the ship to address for a customer
or order. This article will be covering the different ways to
accomplish this. On a quote or order, simply go to the Ship To tab and
key in a different address. Please note, the addre...
The Delayed Orders option allows a user during order entry to enter
such an order that can be held from the purchasing system until such a
time where the ship date specified on the order/item minus the items
lead time and the predefined buffer time has co...
This knowledge base article covers how to delete an item from an
order after conversion. Open the order, right-click on the line item
you would like to delete, and click the Cancel Item order. You will
notice that the item will remain on the order. How...
This documentation covers the Direct Ship and Line Item Direct
feature in Savance Enterprise, which allows you to have your vendor
ship directly to your customer:
* Direct Ship [1] (Video)
* Direct Ship [2] (PDF)
http://youtu.be/ax3D8IcSLa8
Li...
We actually have a couple of video tutorials on Youtube for setting
these up in conjunction with your credit card scanner. To view these
tutorials, please view the links below:
* Set up Authorize.NET [1] (Video)
* Set up Authorize.NET [2] (PDF)
...
In Savance Enterprise, you can export Quotes, Orders, RFQs, Purchase
Orders, Return Requests, RMA's, Vendor Returns, and RTVs to a variety
of different file formats. These include Excel, Word, PDF, and Rich
Text files. To do this, first have the quote,...
Sometimes, you may need to cancel a receiver on a Purchase Order to
revert it back to it's original state. This may be necessary if a
mistake was made in the receiving process. There are two ways of going
about doing this. The first method is to open t...
While it is possible to post an entire receiver back to a prior state
(for example, from Put Away to Receiving), there may be some instances
where you would like to do the same to only one or a couple of line
items. To do so, first identify the line it...
Sometimes after converting a quote to an order, you may need to go
back and make changes. You may encounter this message:
Simply go to the History tab and hit the Unlock Order button. This
will allow you to make certain changes to the header, bill t...
Sometimes you may want to copy part numbers from an e-mail, Word
document, or other source, and paste them into Savance Enterprise's
spreadsheet. This can be done easily to save time. First, locate the
text you would like to copy. In the examples below...
This document will show you how to set up follow ups for your quotes
in Savance Enterprise.
* How to Follow Up On Quotes [1] (PDF)
Links:
------
[1]
http://www.savanceenterprise.com/downloads/documentation/How-to-Follow-Up-on-a-Quote.pdf
This Savance Enterprise documentation covers how to merge multiple
releases on an order into one:
* Merge Releases [1] (PDF)
* Merge Releases [2] (Video)
Links:
------
[1]
http://www.savanceenterprise.com/downloads/documentation/Merge-Releases...
In Savance Enterprise, there are a few ways to add a comment to a
quote or order. The same also applies to request for quotes, purchase
orders, return requests, return material authorizations, vendor
returns, and return to vendors. In the header, you w...
This documentation goes over the general POS process in Savance
Enterprise.
* POS Process [1] (PDF)
Links:
------
[1]
http://www.savanceenterprise.com/downloads/documentation/POS-Process.pdf
The following documentation will show you how to configure user
preferences in Savance Enterprise.
* User Preferences [1] (PDF)
Links:
------
[1]
http://www.savanceenterprise.com/downloads/documentation/User-Preferences-Help-Guide.pdf
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