Sales Order Management
- How to create an order as a seller
- How to create test orders
- How to use Candid as a Sales Rep
- Understanding the order life cycle as a seller
- How to view your sales order history
- How to add order and product minimums
- How to pre-approve orders from your buyers
- How to edit a sales order after it's finalized
- How to export orders to a CSV spreadsheet
- How to send a deposit request to a buyer
- Can I include PDFs and URL links with my orders?
- How to issue credits and refunds
- How to cancel an order as a seller
- How to add a one-time discount to an order
- How to duplicate orders
- Best practices for working with multi-location orders
- Managing Sales Reps in Candid
- Can I import my Candid orders into Shopify?
- How to calculate taxes on sales orders
- How to download PDF copies of orders and invoices