Getting started
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Customry One Help
How to quote, sell, despatch, invoice and buy with Customry One, step by step.
Find your way
Section titled “Find your way”Sales
Enquiries, quotes and orders: lines, pricing, revisions and sending documents. Sales guides
Despatch
What’s waiting to go, picking, despatching and deliveries. Despatch guides
Invoicing
Invoices, credit notes, proformas, head office billing and the Sage 50 export. Invoicing guides
Purchasing
The reorder worksheet, requisitions, purchase orders and goods in. Purchasing guides
Administration
Users and permissions, branding and documents, settings and renaming things. Administration
Popular pages
Section titled “Popular pages” Follow an order from quote to invoice The whole flow in one page, with links to the detail.
Send part of an order Deliver what's in stock now and leave the rest to follow.
Bill a head office Invoice branches at their parent account, and put several orders on one invoice.
Questions and answers Quick answers to the things people ask most.