The following video discusses utilizing the action item buttons on an order in the system effectively.
Order Action Item Buttons Overview
Key Steps:
Info Button (i):
Provides detailed information about the product in RPS.
Badge Icon:
Used to sell an extended service contract.
Note Icon:
Allows adding notes to the line item.
Boxes Icon:
Check inventory stock status.
Calculator Option:
Change price, view map, roadmap, or competitive pricing.
Alternate Sales Associate:
Assign an additional salesperson to the line item for commission splitting.
Allocation of Inventory Item:
Allocate a specific inventory item to the order.
Trash Can Icon:
Delete the line item.
Re-sort Button:
Enables reorganizing line items on a quote or order by dragging and dropping.
Cautionary Notes:
Miscellaneous items without stock have limited button options.
Non-inventory pieces do not have an info button, product details, or stock status.
Tips for Efficiency:
Familiarize yourself with the functions of each button to streamline order processing.
Double-check before deleting any line item to avoid accidental removal.
Utilize the re-sort button to organize line items for better clarity and workflow.