Sales Orders
Where to find Requests For Quotes, Quotes, Purchase Orders and Invoices and how they workflow to one another.
1. End to End Workflow Capability Summary
How does the RFQ functionality work in the Dusk FSM? Here is the workflow summary for an RFQ in the Dusk FSM. RFQ is sent out to Supplier(s) with $0 R...
2. Creating a Quote
How do I create a Quote in the Dusk FSM? To create a new Quote in the Dusk FSM, navigate to Sales Orders on the left menu. Click on the Quotes tab and...
3. Editing a Quote
How do I Edit a Quote in the Dusk FSM? To edit a Quote, navigate to Sales Orders -> Quotes on the left sidebar menu. This is also the diary icon. A li...
4. Deleting a Quote
To delete a quote, click on Quotes under Sales Orders in the sidebar menu or the Diary icon. A list of quotes is presented. Click on the delete icon n...
5. Creating and Managing a Request For Quotation
A Request For Quote can be sent to one or more Suppliers at a time. Navigate to Sales Orders-> Request For Quotes and click +Request For Quote Choose...
6. Creating an Invoice
How do I create an Invoice in the Dusk FSM? To create a new Invoice in the Dusk FSM, navigate to Sales Orders on the left menu. Click on the Invoices...
7. Editing an Invoice
How do I Edit an Invoice in the Dusk FSM? To edit an Invoice, navigate to Sales Orders -> Invoices on the left sidebar menu. This is also the diary ic...
8. Deleting an invoice
To delete an invoice, click on Invoices under Sales Orders in the sidebar menu or the Diary icon. A list of invoices is presented. Click on the delete...
9. Creating a Purchase Order
How do I create a Purchase Order in the Dusk FSM? To create a new Purchase Order in the Dusk FSM, navigate to Purchase Orders on the left menu. Click...
10. Editing a Purchase Order
How do I Edit a Purchase Order in the Dusk FSM? To edit a Purchase Order, navigate to Sales Orders -> Purchase Orders on the left sidebar menu. This i...
11. Creating a Request for Quotation
How do I create a Request for Quotation in the Dusk FSM? To create a new Request for Quotation in the Dusk FSM, navigate to Sales Orders on the left m...
12. Editing a Request for Quotation
How do I Edit a Request for Quotation in the Dusk FSM? To edit a Request for Quotation, navigate to Sales Orders -> Request for Quotation on the left...
Connecting QuickBooks Online to the Dusk FSM
What can you do with QuickBooks Online and the Dusk FSM? The Dusk FSM and QuickBooks Online has a powerful integration offering a number of benefits....
Connecting Xero to the Dusk FSM
How do I connect the Dusk FSM to Xero? To connect the Dusk FSM to your Xero account, go to: System Settings -> General and choose New Integration, the...