Expandly: Help & Support

Creating sales orders

• Creating sales orders manually & via CSV
• Uploading sales orders via CSV
• Managing customers - viewing, editing, adding and deleting

Managing sales orders

• Managing orders - viewing, updating, editing and archiving
• Marking sales orders as shipped and adding tracking details
• Sending sales orders to Xero
• Managing returns - processing, viewing and editing
• Exporting sales orders to CSV

Invoices & purchase orders

• Sending purchase orders to Xero
• Generating automatic purchase order numbers
• Managing suppliers - viewing, adding, editing and deleting
• Managing purchase orders - viewing, adding, amending and archiving
• Printing sales order invoices