Customer Support Role

CSR

This section lists all the important articles required by the Customer Support department to understand in depth the transaction that will take place in the business for the initial setup or for the functioning of daily tasks in Versa: 

How to create a new sales Quote video-

https://support.versaclouderp.com/hc/en-us/articles/360034000794-08-How-to-Create-a-New-Sales-Quote

 

How to create a new sales order video-

https://support.versaclouderp.com/hc/en-us/articles/360034000794-08-How-to-Create-a-New-Sales-Quote

 

How to ship a sales order video-

https://support.versaclouderp.com/hc/en-us/articles/360022058553-10-How-to-Ship-a-Sales-Order

 

How to create a new sales Invoice video-

https://support.versaclouderp.com/hc/en-us/articles/360021858694-11-How-to-Create-a-New-Sales-Invoice

 

How to create a new customer video-

https://support.versaclouderp.com/hc/en-us/articles/360021858674

 

Add a new contact to customer-

https://support.versaclouderp.com/hc/en-us/articles/360056712474-Add-a-new-Contact-to-Customer

 

New Customer from existing billing address-

https://support.versaclouderp.com/hc/en-us/articles/360058516713-New-Customer-from-existing-billing-address

 

Cases for Customers-

https://support.versaclouderp.com/hc/en-us/articles/360047978253-Cases-for-Customers

 

Order to cash video-

https://support.versaclouderp.com/hc/en-us/articles/360022155813-Order-to-Cash

 

Quote to ship video-

https://support.versaclouderp.com/hc/en-us/articles/360038881073-Quote-to-Ship

 

How to reverse an order that has been shipped-

https://support.versaclouderp.com/hc/en-us/articles/360022157073-How-to-reverse-an-order-that-has-been-shipped

 

Converting a sales order to a purchase order-

https://support.versaclouderp.com/hc/en-us/articles/360022156553-Converting-a-Sales-Order-to-a-Purchase-Order

 

 

Create invoice and receive payment video-

https://support.versaclouderp.com/hc/en-us/articles/360038365974-Create-Invoice-and-Receive-Payment

 

How to record payment for invoice video-

https://support.versaclouderp.com/hc/en-us/articles/360022057353-12-How-to-Record-a-Payment-For-Invoice

 

Record customer prepayment/deposit using invoices-

https://support.versaclouderp.com/hc/en-us/articles/5366247761811-Record-Customer-Prepayment-Deposit-Using-Invoices

 

Collect payment online-

https://support.versaclouderp.com/hc/en-us/articles/360021860974-Collect-Payment-Online

 

Sales order creation with Inventory levels and costs video-

https://support.versaclouderp.com/hc/en-us/articles/360022156533-Sales-Order-Creation-with-Inventory-Levels-and-Costs

 

Sales orders with drop shipping

Video-

https://support.versaclouderp.com/hc/en-us/articles/360021951474-Sales-Orders-with-Drop-Shipping

 

 

Article

https://support.versaclouderp.com/hc/en-us/articles/1500004173442-Drop-Shipping-with-Sales-Order

 

Color Tagging of Sales Orders-

https://support.versaclouderp.com/hc/en-us/articles/1500004251462-Color-Tagging-of-Sales-Orders

 

Address Validation on sales order (if applicable)-https://support.versaclouderp.com/hc/en-us/articles/360062437014-Address-Verification-On-Sales-Order

 

Cancelling a sales order-

https://support.versaclouderp.com/hc/en-us/articles/360056526173-Cancelling-a-Sales-Order

 

Return merchandise authorization (RMA)

https://support.versaclouderp.com/hc/en-us/articles/360022059073-Return-merchandise-authorization-RMA-

 

Bulk shipment using shipment batches-

https://support.versaclouderp.com/hc/en-us/articles/360046109274-Bulk-Ship-Using-Shipment-Batches

 

Invoicing for Shipped items-

https://support.versaclouderp.com/hc/en-us/articles/360022058633-Invoicing-for-Shipped-Items

 

Find order item that is shipped but not invoiced-

https://support.versaclouderp.com/hc/en-us/articles/360024138094-Find-Order-Item-That-is-Shipped-But-Not-Invoiced

 

Selling non-inventoried items-

https://support.versaclouderp.com/hc/en-us/articles/360021860554-Selling-Non-Inventoried-Items

 

Selling inventoried items video-

https://support.versaclouderp.com/hc/en-us/articles/360021860534-Selling-Inventoried-Items

 

How to apply customer deposit or credits to invoices-

https://support.versaclouderp.com/hc/en-us/articles/360040186893-How-to-apply-customer-deposit-or-credits-to-invoices-