Teesom: Sales and Order Entry
Setting Up a Custom Message for Alternative Payment Options
You can set up a custom message for customers when no online payment option is available on a quote or invoice. This message can guide them on paying by check, bank transfer, or arranging payment directly with you. To configure, go to Main Menu -> ...
Customer Quote Confirmation
The terms and preferences you set for a quote determine how customers confirm their orders. There are two main types of order terms: Terms requiring a deposit to place the order (e.g., 50% Deposit). Terms not requiring a deposit (e.g., Net 15, Due on ...
Reactivate an Expired Quote
To reactivate an expired quote: Click the (i) icon. Select "Dates." Click the calendar icon and update the expiry date.
Amortization
In Teesom, amortization (Build into) lets you incorporate the prices of imprints and charges into product rows. Once built in, their retail prices won't be displayed, as the costs are included in the product row's price. For simplicity, the customer ...
Follow Up on Quotes
When a quote is created in Teesom, an automatic Follow-Up date is set. A "Quotation Follow Up" is purely for internal use and does NOT notify the customer. Once a quote is created, you can view and edit the follow-up details either from the “Tasks” ...
Order Stages
Order stages are an internal tool for tracking progress. You can view and change the stages on an Order by clicking on the stage dropdown: Note: The order stages for Quotes and Invoices are separate. You can also manage and set up your own order ...
Manually Convert a Quote to an Invoice
If you need to manually convert a Quote to an Invoice, because your customer is unable to make payment online or because you received payment outside of Teesom, then you can do so from the hamburger menu as seen below: Select the Pricing Tier (which ...
Creating an Order
You can create an Order, from anywhere in Teesom, using the Shortcuts menu: First, you will select a customer. You can either click on an existing contact's name or create a new customer on-the-fly. Next, enter a description for the order and for the ...
How to Recover/Undelete an Order
Go to the Main Menu and click Quotes & Invoices. With the "Order List" open, click the filter icon and toggle “Show Only Deleted Records” On: You should now be able to find and 'Undelete' the order. For a more comprehensive look at recovering deleted ...