/

Sales

Orders, quotes, invoices, customers, subscriptions and returns.

Guides

GuideEnter an orderCreate an order manually – choose the customer, enter line items, set payment and shipping, save.
GuideEdit, hold, split and merge ordersWhat you can change on an order and when, and how to hold, prioritise, colour, split or merge orders.
GuideCreate a quote and convert it into an orderCreate a quote, send it as a PDF or by email, mark it as accepted, convert it into an order with one click, follow up or delete it.
GuideNewMarketplace listingsCreate listings for Amazon, eBay, OTTO Market and Kaufland directly from allverto, with templates for many items, category and attribute mapping, price and quantity rules – then transfer and end them.
GuideNewMarketplace messagesAnswer buyer messages from Amazon, eBay and Kaufland in one inbox – with order, reply deadline, reply templates, translation and “Send message via Amazon”. Including how to set up the Amazon mailbox.
GuideNewCRM – Activities and contactsLog notes, calls, emails and meetings per customer and see them in a timeline together with quotes, orders, invoices, shipments, returns and messages. With contacts and normalised phone numbers.
GuideNewCRM – Tasks and follow-upsCreate, assign and complete tasks with due date, reminder and priority for customers, contacts, orders, quotes and invoices. With reminders in the bell and a tasks icon in the header.
GuideNewCRM – Telephony with Placetel, NFON and sipgateConnect your phone system, recognize callers while the phone rings, call back with one click and log every call automatically. Setup per provider, extension assignment, data protection and retention periods.
GuideCreate an invoice and send it as an e-invoicePrepare invoices as drafts (pro forma invoice), finalise them, send them by email as a PDF with e-invoice (ZUGFeRD or XRechnung), record payments and send reminders – including down payment and collective invoices.
GuideCredit notes and cancellationsCorrect a finalised invoice – with an invoice correction (credit note) for individual lines or amounts, also as a draft, or with a cancellation invoice for the full amount. Reverse a wrong invoice correction with a cancellation document. Plus credit notes without an invoice reference for goodwill and bonuses.
GuideFile external documentsStore invoices and credit notes that were not created in allverto – for example from Amazon or your legacy system – as audit-proof PDFs and assign them to the order.
GuideNewVouchersSell multi-purpose vouchers or create them manually, manage codes and remaining balances, and redeem vouchers on orders, at the POS and in shops – including partial amounts.
GuideNewVouchers in shopsallverto as the central voucher account – redeem vouchers from the POS, invoices or created manually also at the WooCommerce and Shopify checkout, with one shared remaining balance, reservation and synchronisation.
GuideCreate and maintain customers (customer window)How customers are created, what the customer window contains – customer data, payments, e-invoice, addresses, contacts, bank details, SEPA mandates, prices, data protection – and what the customer menu offers.
GuideSubscriptions (recurring orders)Create subscriptions for your customers – e.g. 2 × espresso every 4 weeks – pause and cancel them, and understand when orders are created automatically.
GuideDesign print templatesDesign the layout of quotes, order confirmations, delivery notes, invoices, credit notes, cancellations, dunning letters and vouchers, of labels, pick and packing lists, return slips, stock valuations as well as supplier orders, price requests and supplier returns yourself – with placeholders, logo, barcode and GiroCode.
GuideCreate and inspect a returnRecord returns, book receipt, inspect line items (restock, B-stock, to supplier, dispose), create a replacement order, refund and create a credit note.

Reference