Tablet Operations
Add Line Items to Invoices
Adding Line Items to Orders
- Audience: Mobile Users
- Review the four options for adding items to orders
Associated Line Items
Learn how to use the Associated Line Items feature
- Audience: Sales Managers, Sales People
- Expedite order entry by automatically adding items based on the sale of another item
- Can be used to automatically add deposits or other service charges
Transfer Orders
Learn how to use Transfer Orders
- Audience: Portal and Mobile Users
- Create inventory transfer requests send them to the warehouse for staging
- Receive inventory onto trucks or warehouses
Order Guide Setup
Order Guides are powerful order tools designed to expedite order entry
- Audience: Portal and Mobile Users
- Create customer specific buying lists
- Use historical sales history to improve order accuracy
Daily Operations Flow
Learn to manage a typical daily operation cycle
- Audience: Route Sales and Operations Managers
- Overview of start of day through end of day processes