New Features > Allowing Customers to Place Sales Orders Online
New Features
Bank Feeds Reconciliation Audit Changes Payroll Audit Changes Creation User ID and Audit Changes Report Audit Changes Set Default Forms Per Sale/Purchase Type Past Due Stamp on Forms Additional Shipping Fields for Custom Forms Custom Phone Field Labels Item Number and Name on To Do List Stock Tab Faster Loading of Find Transaction & Items Register Longer Tax Codes 2020 Federal and Provincial Compliance Allow Customers to Place Sales Orders Online Mass Emailing Customer Statements Customer and Vendor Payment Details Reports New Sales Tax Reports
Introduction
Learn about your AccountEdge software
Manuals Online help Other resources
Where to start
Experiment with a sample company’s data
Explore your AccountEdge software
Command centres Sidebar Action menu Calendar (date entry) Business calendar Calculator Zoom arrows Search icons Select columns Mouse shortcuts Shortcut keys Default screen font Spell-check
Setting up your company file
Overview Create a company file Easy setup assistant Set up preferences Set a password for the Administrator user ID Set up accounts
Setting up accounts
Enter account opening balances
Advanced setup
Overview
Advanced tasks
Set up sales
Optional sales setup tasks
Set up purchases
Optional purchases setup tasks
Set up payroll
Optional payroll setup tasks
Do an initial bank reconciliation Create item records
Optional inventory setup tasks
Enter your inventory opening balances Set up Business Services
Activating Business Services Set up Vendor Payments and Direct Deposits
Set up a Web Store
Web Store Selling Details Web Store Sync Options
Manage Mobile App Manage AccountEdge Connect Manage Rerun Setup UPS shipping Web Pay Setup
Banking
Receiving money Bank deposits Spending money Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses Recording miscellaneous transactions Void Cheques Credit card transactions
Recording payments for credit card purchases Recording payments to credit card providers
Credit card payments using Merchant Account Service
Processing credit card payments using Merchant Account Service Declined authorization Timed-out authorization Voiding Merchant Account Service credit card payments
Reconciling your bank accounts
Undoing an account reconciliation
Importing statements Analyzing your cash flow
Sales
Creating a Lead Card Creating a customer card Entering sales
Entering a sales transaction Adding and deleting transaction lines, subtotals, and headers in sales transactions
Recording sales with insufficient on-hand item quantities
Build, buy, or backorder items Allow negative on-hand item quantities
Changing the status of a sale Change Orders Reviewing your sales information Receiving payments Printing payment receipts Printing and emailing payment receipts Credit control
Credit limits Credit holds Finance charges paid by customers
Customer credits
Recording credits Settling credits
Dealing with a vendor who is also a customer Accounting for bad debts Manage Retainers, Escrows & Trusts Progress Billing Process Web Orders Web Store Gift Cards Managing Sales Tax
How to manage your sales tax
Commission Tracking
Purchases
Creating a vendor card Entering purchases
Entering a purchase transaction Adding and deleting lines, subtotals, and headers to purchases
Receiving items without a bill
Set up an accrual account for items received without a vendor bill Record items received without a bill
Creating a purchase order from a sale Changing the status of a purchase Reviewing your purchases information Paying bills Preparing electronic payments Recording and settling vendor debits
Recording vendor debits Settling vendor debits
Adding finance charges paid to vendors
Paying your employees
Creating payroll categories
Wages Information window Deduction Information window Employer Expense Information window Editing payroll categories
Creating employee cards Entering employee payroll information Timesheets
Delete timesheet entries View timesheet reports
Processing your payroll Payroll liabilities Reviewing payroll information
Viewing pay history Viewing prior year payroll reports Viewing an employee’s accrual balances Analyzing payroll Reviewing payroll liabilities
Payroll tax forms
Preparing new T4, RL-1, and T4 Summary forms Preparing new T4 Slips to eFile Preparing Employee ROE forms Printing payroll tax forms Billing for time
About the time billing feature Setting time billing preferences Setting billing rates Creating activities Creating activity slips
Creating multiple activity slips
Reviewing and changing activity slips Creating time billing invoices Work in progress Billing Rate Levels
Inventory
Creating items
Average Cost, Last Cost, and Standard Cost
Creating Item Variations Making inventory adjustments Create Item Kits Inventory locations
Recording inventory movements between locations
Building items
Auto-building items
Counting inventory Reviewing your inventory information Setting item prices Customizing inventory
Creating custom price levels Creating custom lists Custom lists and inventory reports Creating brands list Brands list and inventory reports Weight Creating custom fields Creating tags list Tag list and inventory reports
Track Web Store Items Track Serial Numbers
Track Warranties
Lists
Adding a record
Adding records using Easy-Add
Setting up tax codes Finding a record Changing a record Inactivating or reactivating a record Deleting a record
Deleting an account Deleting other records
Combining records
Combining cards Combining accounts Combining items
Tracking Mileage
Company vehicles list Mileage Rates Mileage Slips
Document Manager Email Templates
Transactions
Finding a transaction Changing or deleting a transaction
Changing a transaction Deleting a transaction
Reversing a transaction
Before you can reverse a transaction
Recurring transactions
Setting up recurring transactions Recording recurring transactions Reminders
Create copy of a transaction Publishing to iCal
Publishing an invoice or purchase to iCal Publishing a recurring transaction to iCal Publishing a reminder log to iCal
International transactions
About the multiple-currency feature Setting up multiple currencies Exchange rates
Using the Currency Calculator
Tracking currency gains and losses
Tracking realized currency gains and losses Unrealized currency gains and losses
Miscellaneous transactions
Reports
Producing reports Printing report batches Customizing reports
Changing the default fonts on reports
Reports List Alphabetical Reports List Index to Reports Tabs Frequently used reports Overview of report details Forms
Finding forms Sending forms
Sending forms when you record a transaction Sending forms in a batch Advanced filters
Customizing forms
Changing the default fonts on forms
Adding and editing elements
Adding and editing data and label elements Adding and editing graphic elements Editing all elements with common commands
Form fields
Supplemental field descriptions
Customize window Contact management
Creating a card Keeping in touch with your contacts
Personalized letters Mailing labels Reminder log Emailing your contacts Other ways to keep in touch
Grouping your contacts
Identifiers Custom lists
Synchronizing AccountEdge cards with Microsoft Outlook contacts
Exporting your AccountEdge cards to your Outlook contacts Importing your Outlook contacts to your AccountEdge cards
Customizing cards
Custom fields Card identification codes Card pictures Lead Source and Status
Reviewing your contact information
Outlook/Sync Mapping Reference Microsoft Word templates Microsoft Excel templates Financial control
Tracking financial information
Accounts Categories Jobs Departments
Tracking reimbursable expenses
Changing the status of a reimbursable expense
Budgets
Entering budget amounts Budget Shortcuts window
Auditing your records
Company Data Auditor Audit trail tracking system
Reviewing financial information
Monthly ageing of invoices Using graphs Displaying graphs Change the look of graphs End-of-period procedures
Month-end procedures Starting a new fiscal year Starting a new payroll year
Managing user accounts and company files
Managing user accounts Backing up and restoring company files Servicing your company file
Chequing your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems Changing company file date
Special considerations for networking company files
Preferences in a network environment Preventing data entry while generating reports Storing custom reports on a network Displaying up-to-date information Improving performance
Troubleshooting your company file Importing and exporting data
Exporting data Exporting to and importing from AccountantLink Importing data
Importing Quicken (QIF) files
Import and export fields
-Managing import and export records
Records that can be imported and exported File formats for importing and exporting Dealing with duplicate records when importing Import and Export—general topics Import log Export options Importing and Exporting—procedures
AppleScripts
Networking company files
Preparing company files for multiple users Setting up the network hardware Setting up a company-file folder on a Mac OS X host Accessing the shared company file from Mac OS X workstations Setting up a company-file folder on a Windows host Accessing the shared company file from a Windows workstation
Glossary Index
Allowing Customers to Place Sales Orders Online via the Customer Portal
With an AccountEdge Connect account and the Customer Portal feature, your customers can log in to place a Sales Order.
After enabling this setting in AccountEdge Connect, you'll be able to set which Items are available to customers, which customers are permitted to place sales orders, require a credit card payment as well as other options.
When a customer places a sales order through the portal, the administrator will receive an email notifying them that an order was placed and an optional email can be sent to the customer with an Order Confirmation. Price Levels, Quantity Discounts and Customer Item Discounts are automatically applied based on the customer and item being sold.
To enable Sales Orders through the Customer Portal, from within AccountEdge Connect, choose Settings from the Welcome menu. Then choose General/Customer Portal and expand the Portal tab for settings.
When customer who is setup to place sales orders logs into the Customer Portal, they will see a Place an Order option on the All Sales tab.
 
Back to New Features List
 

More help options

Top of page