Require User Login Before Starting/Modifying a Sale Requiring a user login before starting or modifying a sale is helpful to tracking in the activity log. If you’d...
Update Item Quantity During A Sale You can quickly update the item quantity during a sale by, Scan or using the F7-Lookup form to add an item to...
Accept Multiple Payments The multi-pay function in the program is great if a customer would like to split a payment. Within the Sale...
Convert A Quote Into A Sale or Special Order Once a quote is ready to be converted into a sale or special order, Go to: Activities > Quotes Highlight...
Create A Quote Creating a quote is a good way to send an invoice to potential customers. Create a quote by going to:...