Creating a bulk load of new sales orders can be a daunting task. With this bulk sales wizard, we have split this task into 8 small chunks.

After reading these help docs, you will be able to configure a bulk sales wizard. This will allow you to create new orders in bulk for your customers.

Let's get you started

The Bulk Sales Wizard is a step-by-step guide to configure your bulk sales run. Below, you can find each step explained in detail:

  1. Selection
  2. Accounts
  3. Calendar
  4. Sales
  5. Copy
  6. Pricing
  7. Email
  8. Finish