In this video, we demonstrate how to create and manage referral types in point of sale settings for quota orders. We explain the importance of requiring a referral selection when entering job information and guide you through the process of adding new referral types.
Creating Referral Types in Point of Sale Settings
Key Steps:
Access General Point of Sale Settings.
Click on the Referral tab to view existing referral types.
To create a new referral type, click on the plus (+) referral button.
Name the new referral type as desired.
Click on Update to save the new referral type.
The newly created referral type will now be available for selection when entering job information or creating quota orders.
Cautionary Notes:
Ensure that the referral type names are clear and easily distinguishable for accurate selection.
Double-check the spelling and details of the new referral type before saving to avoid errors in selection.
Tips for Efficiency:
Keep referral types organized and consistent for easier tracking and reporting.
Regularly review and update referral types based on changing business needs or trends.
Utilize a naming convention that reflects the purpose or source of the referral type for quick identification.