Point of Sale
Learn how to create customer orders, manage payments, and invoice sales.
135 articles
Customer Inquiry
Manage your customer's information and activity.
Quotes/Orders
Create, edit, mange customer quotes and orders.
- Adding To-Do's to a Quote or Order
- Change Price Action Button
- Customizing Your Open Orders Grid in Point of Sale
- Full Quote Walkthrough
- Intake Script Integration at Quote to Order Conversion
- Open Order Action Buttons
- Printing a Remittance Page using A4 Envelopes
- Scheduling an Order for Delivery
- Setting Up Bill To & Ship To for Multi-Unit Properties
- Using the Quote Report
- Adding an Alternate Sales Associate
- Adding and ESC to an Order
- Adding a Referral to a Quote or Order
- Adding/Editing a new Customer
- Adding Line Items to an Order
- Adding Products to Quotes
- Adding Rooms to Line Items on a Quote/Order
- Adding Sales Tags to a Line Item
- Allocating Inventory from an Order
- Bulk Editing Line Items on a Quote/Order
- Bulk Editing Serial Inventory
- Builder Source Added to Order Job Information
- Converting a Quote to an Order
- Copying a Quote
- Creating an Online Customer Account
- Creating New Quotes
- Credit Card Transactions: Offline vs. Live
- Deleting Line Items from Quotes/Orders
- Editing and Deleting Line Items on Quotes/Orders
- How to add Related Items
- How to look up Hard Allocated Orders with No Delivery Dates
- How to Merge Customers
- Importing Customer Data
- Line Item Action Buttons on Quotes
- Locating Existing Quotes and Orders
- Open Order Report
- Product Detail Action Button
- Quick Action Forecasting Button in Quotes/Orders
- Quick Swap Button in Quotes/Orders
- Related Items Action Button for Quotes and Orders
- Using the Split Line Quantity Action Button on an Order
- Utilizing the Related Items Tab
- Viewing Financed Orders from Open Orders
- Viewing History on Quotes/Orders
- Viewing Stock Status on a Line Item
- Daily Follow Up Sales Training
- ESC Action Button on a Quote/Order
- Managing Orders Past Their Delivery Dates
- Sales Order Action Item Button Overview
- New Job Status Field for Orders and Invoices
- New Location Column for Open Orders and Quotes
- Assigning a Main Salesperson to Customers in the System
- Set Up ACH Send for Payment
- Pairing a Bluetooth Scanner and Scanning Items
- Refund Credit Card Surcharges After Charging
- Enhanced Model Search Filtering
- PO Update Notifications for Watched Orders
Payment Methods
Processing orders using all accepted forms of payment.
- Adding and Viewing Notes on a Payment
- Collecting Partial Payments using Send for Payment
- Correcting Payment Errors on an Order
- Minimum Deposit Payments
- NSF Check Procedures
- Payment Processing Overview
- Removing Payment Surcharges
- Reversing a Check Payment on an Order
- Taking a Payment
- Using Checks Promised for Customer Refunds
- Using Send for Payment
- Adjusting Sales Tax Amount On a Line Item
Invoices
Creating and managing invoices for completed sales.
- Adding a Customer Note to an Invoice
- Adding an ESC & Updating the Expiration Date After Invoicing
- Batch Invoicing
- Correcting Sales tax on a Completed Invoice
- Generating Partial Invoices
- Invoice Action Buttons
- Invoicing an Order without Items in Stock
- Invoicing Orders Process
- Quick Paying an Invoice
- Searching for an Invoice
- Using Batch Invoicing
- Viewing Return Items in Your Sales Orders
- When to Invoice a Sales Order
- Change Ship To Address After Invoicing
- Reversing a Refund Check
- Separate Invoicing for ESC Sales Tax
- Enhancements to Batch Invoice and Shortage Report Filtering
- Batch Invoice Export Includes Delivery Schedule Times
POS Settings
Learn how to effectively manage POS settings to ensure sales are processed accurately.
- Adding ESCs (Extended Service Contracts)
- Adding Payment Types
- Adding Return Locations
- Adding Rooms in POS Settings
- Assigning Inventory Model Statuses to ESCs
- Building Compensation Plans
- Bulk Categorization of Products
- Configuring POS Scanner Settings
- Create & Manage To-Do Tasks
- Creating an Addendum
- Creating and Editing Locations in POS Settings
- Creating Customer Types
- Creating Default Email Templates in POS Settings
- Creating Default Sales Tags
- Creating Disclaimers in Sales/Service Orders
- Creating Extended Service Contracts in Site Settings
- Creating & Managing Sales Tags
- Customizing ESC Solicitation Durations
- Enabling/Disabling Suggested Price Printing Sales Orders
- ESC Solicitation Settings
- General POS Settings
- How to Use Intake Scripts
- Location Based Status Flagging
- Location Tagging Feature in POS
- Managing Referral Types
- Merging Duplicate Sales Tags
- Sales Tax Setup
- Setting Default Line Item Pricing
- Setting Up Default Pricing in POS
- Setting Up Intake Script Statements and Questions
- Setting up Minimum Deposits
- Setting up Promo Report Periods
- Setting up TSYS Terminals
- Setting up your Delivery Options
- Setting Up Your Parts API Password in Point of Sale Settings
- Show Item Location Status Icon Overview
- Setting up Manufacturer Short Codes
- Creating Custom Finance Plans
- Pricing Set by Customer Type
- Set Up Customer Reviews by Location
- Using AI Compliance Rules
- Dedicated Job Status Tag Type
- Active Locations in POS and Inventory Settings
- Configurable Sender Email for Review Requests