Knowledge Base

Quote

• How do I close a quote?

Order

• How do I view the documents against an order?
• I would like to view all my actions against orders. How do I view that?
• I created a purchase order and need to change the cost price. Can I do that?
• How do I close an order?
• I closed an order and I would like to view it. How do i do that?

Invoice

• The bank details on the invoice documents need updating, how do I get these updated?
• Why is there a rounding difference between Promotional Office and my Sage 50/200 system?

Customer

• How do I create a new customer?
• How do I search for a customer?
• How do I add a credit limit?
• How do I add a VAT number?
• I’ve created a customer, but I needed them to be a supplier. How do I change this?
• How do I make a customer inactive?
• Why do some of the customers have customer numbers and some of them don’t?

System

• How do I complete a task?
• How do I trigger a product into Promotional Office from SourcingCity?
• How do I create a product?
• How do I send a document?
• I’ve created a supplier, but it should have been a customer. How do I change this?
• How can I change the currency exchange rate?
• I am part of a catalogue group and would like the products added to my system. Can this be done?
• I have some template amendments, how do I get these updated?
• I need to request a new licence, how do I do this?
• How do I log out of Promotional Office?
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IT/Technical

• Troubleshooting the Outlook Connector for Promotional Office