In this video, we introduce the new Referrals tab in the Customer Inquiry screen under Point of Sale, which provides a centralized view of referral activity. To access it, simply go to the customer, click View, and then click Referrals. The Referred By tab displays order and quote referrals, including order numbers and referral details. The Referred To tab also shows quotes and orders with relevant information.
Customer Inquiry Referral Activity SOP
Objective
This SOP outlines the steps to access and view referral activity in the Customer Inquiry screen under Point of Sale.
Key Steps
Accessing the Customer Inquiry Screen 0:00
Navigate to the Customer Inquiry screen located under the Point of Sale section.
Locate the Referrals tab to view referral activity.
Viewing Referral Activity 0:10
Select the customer you wish to view.
Click on the 'View' button.
Click on the 'Referrals' option to access the referral details.
Understanding the Referred By Tab 0:24
In the Referrals section, locate the 'Referred By' tab.
This tab displays:
Order referrals
Quote referrals
Information including:
Order number
Referral customer
Referral type.
Understanding the Referred To Tab 0:33
Switch to the 'Referred To' tab.
This tab shows:
Quotes and orders
Information including:
Order number
Name of the customer.
Cautionary Notes
Ensure you have the necessary permissions to access the Customer Inquiry screen.
Double-check customer details before making any changes or notes.
Tips for Efficiency
Familiarize yourself with the layout of the Referrals tab to quickly locate information.
Use search functions if available to find specific referrals faster.