• CDS Orders in UnitWise

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    CDS Overview

    UnitWise has simplified the CDS Order process! We have added the ability to keep track of the invoice and expense all in one transaction.

    Here's how it works in a few simple steps:
    Step 1: Create an Invoice/Receipt
    Step 2: Calculate Shipping and your Cost of Goods
    Step 3: Select an account for the expenses

    Lets take a closer look
    Step 1 - Create the invoice or receipt as you normally would, but make sure to check the "Use Customer Delivery Service" box located under the customers information.

    Step 2 - Calculate shipping and enter it here into the shipping field, if the cost of shipping was passed onto your customer then leave this field at $0 and charge shipping on the customers portion.

    Step 3 - The "Amount Paid to MK" field will be the wholesale product price + your shipping cost (if shipping was passed to customer then amount is 0) + the full retail tax amount.

    Step 4 - The "Pay From" Account is going to record the expense into your Chart of Accounts, simply choose which account to charge and enter the total cost of goods again (this will be the same amount located in the COG field).

    After you Save this Receipt, a Purchase Order will automatically be created to track your expenses incurred for this CDS Order!

    If you have any questions, you can give us a call at 704.234.6006 or email us at heroes@unitwise.com Show less
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