Help
Preparing to shipment
14 articles in this collection
Create Invoices
Send an Invoice to a Customer
You can send an invoice to your customer directly from eSwap. When your sales order…
Written by: eswap_gh
Last Update: April 1, 2020
Add a Payment Method to an Invoice
Go to Settings -> Invoices. Select an Invoice you want to add a payment method….
Written by: eswap_gh
Last Update: April 1, 2020
Create an invoice from a purchase order
Only orders that are Finalised can be invoiced. You need to go to Orders page…
Written by: eswap_gh
Last Update: October 8, 2021
Exploring Sales Orders
Review Your Order History
If you want to see your orders History you need to go to Orders ->…
Written by: eswap_gh
Last Update: October 7, 2021
Add Tags to a Sales Order
Go to Orders page and click on order you want to add a Tag. On…
Written by: eswap_gh
Last Update: April 1, 2020
Bulk actions for Sales Orders
Go to Sales Orders page. Select more than one order and you can see Bulk…
Written by: eswap_gh
Last Update: April 1, 2020
How to Cancel Orders
To cancel an order you must go to Orders page and click on the order…
Written by: eswap_gh
Last Update: October 8, 2021
Creating Order Returns and Refunds
Once the orders have shipped in eSwap you refund it in eSwap. To do this…
Written by: eswap_gh
Last Update: October 8, 2021
How to Create and Edit a sales order
To edit sales orders go to orders page and click on the pencil icon on…
Written by: eswap_gh
Last Update: October 8, 2021
Create a Sales Order
To create a new sales order you need to go to Orders page and click…
Written by: eswap_gh
Last Update: October 7, 2021
Sales orders Overview
In eSwap, all sales orders will display one of the following statuses. Draft – At…
Written by: eswap_gh
Last Update: March 31, 2020
Preparing to shipment
Create a Picking Lists
You can easily create Pick Lists for your Sales Orders. Go to the Orders page….
Written by: eswap_gh
Last Update: October 8, 2021
Ship from Multiple Locations
To Ship your sales orders from different warehouses you need to go to orders page…
Written by: eswap_gh
Last Update: April 1, 2020
Track Shipments
If you want to ship an order you should pack an order. In eSwap you…
Written by: eswap_gh
Last Update: October 8, 2021