Point of Sale
Learn how to create customer orders, manage payments, and invoice sales.
125 articles
Customer Inquiry
Manage your customer's information and activity.
Reviewing the Customer Inquiry Screen
New Referrals Tab in Customer Inquiry Screen
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
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