Questions and problems

I cannot see the Sales app

Your user needs Sales switched on under App access (this company) in Settings → Users, and the Sales: use permission in Settings → Authorization. If nobody in your company sees Sales, ask your Voltix contact to switch the app on.

"Invoice" is missing from the New menu

You need the Sales: create invoices permission.

I cannot change a price

Changing prices needs the change prices permission on your auth group. Ask your administrator. To quote from another price list, pick it in Price list on the document.

Can I change a document after creating it?

• Quotations while they are open, and sales orders while they are open and nothing has been delivered: click Edit.
• PO number and sales employee on invoices and sales orders, at any time: … → Edit PO # and sales employee (needs Edit document fields).
• Invoices without SAP or QuickBooks, while no payment has been taken: Edit. Otherwise take a return and post a new invoice.

The sales employee list is empty

No sales employees are set up yet. An administrator adds them in Settings → Point of Sale → Sales employees.

"SMS needs to be set up"

Your company has no working SMS service yet. An administrator connects one in Settings → Integrations → Message Owl (SMS) and switches the document types on in Settings → SMS.

My discount was refused

Every user has a maximum discount. Above it, your company either asks an approver or blocks the discount. See Approvals and credit control.

Where do I collect payment for a credit invoice?

In Receive Payments. Pick the customer; their open invoices are listed with what is still owed.

The payment method list is empty

The Sales profile you are using has no payment methods. An administrator enables them in Settings → Sales → Sales profiles → Payment methods. You can still post the invoice On credit.

I see documents from other salespeople (or I do not see theirs)

What you see is set on your Sales profile (Salespeople see). The Sales: see all documents permission shows everything.

The document numbers start with the wrong prefix

Numbers come from the Sales profile you are using. Check which profile is selected next to New at the top of the Sales lists, and its Document numbering on the Sales profiles tab of Settings → Sales.