Central Processing
Emails & Documents
Document Design
You can send customized PDF documents to customers easily with the Document Generator built into the platform. The HTML designer means that you have complete control over designs. From Invoices to packing slips, 80mm receipts, registration forms, certificates, and anything else you can imagine.
Additional Data
Public & Private Notes
Users can add notes to sales orders and toggle whether they are public or private in case the customer is watching the sales order through a web portal or getting updates via email.
Tags
Sales Orders can be tagged with customizable tags to help search, filter and process sales.
Tax Rules
Country or State Rules
Tax rules are easily configurable so the correct tax is applied based on the billing country and state of the sale. Sales can be set to include or exlude tax by default to tell the platform
whether tax should be added on top or calculated as part of the stated prices.
Multi-part taxes
Taxes can be configured with multiple components so you can accomodate local and national taxes on your sales.
Auditing & Change Tracking
Change History
Synaps records a full history of who made what changes to a sales order - an invaluable tool when trying to figure out those troublesome sales.
Dispatching
Shipping Tracking Links
When shipments are dispatched the tracking details can be recorded against each order, and of course you can use the automation engine to let the customer know the tracking details automatically.