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Sales
Learn how to create projects, build your clients' orders, pull products from your databases, and connect with your suppliers!
Dashboard
Projects tab
Clients
- A Guide to Your Clients Tab
- How do I Import Clients into commonsku?
- How to Add a Client to commonsku
- Client list
- Client Portals
- Client pages
- What is the Actions Button on a Client's Page?
- Client Details
- Client Contacts
- Client Addresses
- Client shipping accounts
- Client page overview
- Notes/Calls/Meetings on a Client Page
- Client Library
- How to Forward an Email to a Client's Page
Shops
- A guide to your Shops tab
- How to Create a Shop
- Shops Overview
- Marketing Shop - Settings
- Marketing Shop - Products
- Marketing Shop - Orders
- Pop-Up Shop - Settings
- Pop-Up Shop - Products
- Pop-Up Shop - Orders
- How to Create Pop-Up Shops Orders
- Company Shop - Settings
- Company Shop - Products
- Company Shops - Inventory
- Company Shop - Orders
- Shops Design
- What's a Shop Talk?
- Shops Checklist
- How to Send a Shop
- Demo Shops
- Intro to Our Online Shops (End Client Guide/Template)
- How do I Manage eCommerce Outside of commonsku?
- Layout guidelines
Chatbots
Marketing
Analytics
Projects
Opportunities
Presentations
Estimates
Sales Orders
- What is a Sales Order?
- How to Create a Sales Order
- Sales Order Settings
- Sales Order Statuses
- Products on Sales Orders
- Adding Artwork Locations to Sales Orders
- International Costs on a sales order
- Discounts and Credits on Sales Orders
- How to Send a Sales Order
- Sales Order Approval
- How to Copy a Sales Order
- How to Order Samples for Your Client (Sample Order)
- How to Create Self-Promo Orders
- How to Create a Reorder
- How to Order Overrun Samples for Your Office
- How to Ship Blank (Pre-purchased) Goods to a Decorator
- How to Unlock a Sales Order/Invoice