• Pistachio statuses and the order lifecycle

  Sales Order: An order a customer places with you. Draft - Every sales order starts in draft. At this point, the sales order is fully editable. In Review - The sales order is being reviewed for correctness. Pending - The order is open and in process. Sales orders automatically move to “Pending” when payment is taken on the order. Ready - The order is ready to be delivered. Sales orders automatically move to “Ready” when all items on the order have fPopular

• Managing Vendors

  Select Vendors from the left panel. Creating a new vendor: Click on + New Vendor from the top of the page. Once the panel opens add in a vendor name, email contact, user role and then include any markups, payment terms or lead time information. Upon completion click submit. (https://storage.crisp.chat/users/helpdesk/website/b8bdb9a0a8dcb000/screenshot-2025-03-12-atFew readers

• What happens to an item on a PO if I cancel an SO

  You have the option to cancel a Sales Order even after a Purchase Order has been submitted. If the Sales Order was cancelled, an issue will be created to alert the user that there are items on a Purchase Order that are no longer associated with a Sales Order. It is recommended that you follow up with vendor to determine if they can cancel the item or if you'll still need to receive it. If you are going to receive the cancelled item it will just become stock inventory that can be sold. 4Few readers

• Managing Carriers

  Select Carriers from the left panel. Creating a new carrier: Click on + New Carrier from the top of the page. Once the panel opens add in a carrier name, email contact, phone number, user role and payment terms. Upon completion click submit. The new carFew readers

• Pistachio accounting hooks

  Pistachio has the capability to automatically create accounting journal entries based on the activity in the system. This article gives an overview of the journal entries the system creates. Currently these journal entries are only available for users with a Quickbooks Online integration. Invoice becomes “Paid” Payment Transaction 🗓️ Payment's paymentDate DEBIT If paid via Cardpointe: 📓 Payment Processor Clearing 💵 Payment Amount 📍 Sales OrdePopular