Sales (Orders, Quotes, Promotions, Point Rewards, Commissions)

Add an Order Flag - Overview
Related Video Content: Why Order Flags are cool… They allow for easy filtering and reporting of orders and can be used in conjunction with Order Queues to...
Thu, 11 Oct, 2018 at 11:17 AM
Commissions - Setup/Configuration
Details: Before you start: Set up the commissions GL accounts The default commission expense and commission payable accounts are set up using the Acc...
Fri, 8 Mar, 2019 at 11:10 AM
Order Queues - Overview
Related Video Content: Manage Order Queues Add New Queue Details: Use order queues to replace the phone calls, faxes and guesswork that acc...
Fri, 8 Mar, 2019 at 11:31 AM
Point Rewards Program - Overview
Related Video Content: Setup Details: Point reward programs allow customers to accrue points based on purchases and then receive rewards when a...
Fri, 8 Mar, 2019 at 1:45 PM
Sales - Overview
Related Video Content: Order Invoicing Invoice an order, take customer payments, perform write offs, and cancel/void an invoice. Order Processing Crea...
Thu, 11 Oct, 2018 at 2:44 PM
Unlock a Locked Sales Order
Issue: I am locked out of an order that said its locked by me. I am unable to find a way to unlock it. The system froze while in a service order about 15 m...
Thu, 11 Oct, 2018 at 2:47 PM
Receiving Action Items When Changes Made To Sales/Service Order
Issue: Manager, Supervisor, or Employee receiving action items when there are changes made to a Sales Order when they are not the Primary Sales Person asso...
Thu, 11 Oct, 2018 at 2:49 PM
Process a Layaway Order
Details: A layaway order is where you put an item or service on a sales order and the customer makes payments on the order until the item is completely pai...
Thu, 11 Oct, 2018 at 2:53 PM
Credit Memo Auto-Created for Customer Unenrolled in Points Reward Program
Issue:  Credit Memos for Points Rewards are Being Auto-Created after Customer has been Un-Enrolled from Program. Resolution: Points Reward Program...
Thu, 11 Oct, 2018 at 2:54 PM
Trade-In Process
Step by Step: Part 1: Receive Trade-In Spa #1 Sell New Spa and discount it for the value of the Trade-In using a "Trade-In"Discount Reason.  - Se...
Thu, 11 Oct, 2018 at 2:58 PM