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FAQs to each POS article:0000 = FAQs already on the support site (FAQ and Answer written by Nash or Dylan)0000 = New FAQs (Written and answered by Hunter)POS Overview:
- Hotkey Cheat Sheet
- Link to Nash’s article
- What are the Statuses of a Sales Order?
- Only Dylan’s article answers this question
- How do I create a Sale Order?
Other (Not a new Article yet):
- Fleet Price Verification
- Only Dylan’s article answers this question
Customer Tab Overview:
- How do I change the location of a Sales Order
- What are the Types of Sales Orders?
- Dylan’s article answers this question with more detail
- How do I add a customer to a Sale Order?
- How do I add a contact to a Sale Order?
- How do I associate a Machine to a Sale Order?
- How do I add new customers, contacts, and machines?
- How do I change the source of the Sales Order?
- How do I change the Salesperson of the Sales Order?
Item Search Bar:
- How do I add items to a Sale Order?
- How do I look up Items?
- How do I create a new item from the Point of Sale?
- How do I import items from a file?
- How do I add part items to a Sale Order by scanning the item?
Item Line Overview:
- How do I change the item description?
- How do I fulfill items?
- How do I verify item numbers?
- How do I report a lost sale?
- How do I check updated pricing?
- How do I remove an item from the sale order?
- How do I enter or edit an item’s location (Bin Number)?
- How do I change ordered quantity?
- How do I dispute Quantity on Hand on a sale order?
- How do I request transfer from the Sale Order?
- How do I change Item Prices on a Sale Order?
- How do I add discounts to a specific item in a Sale Order?
- How do I check Item Traceability?
Shipping Tab:
- How do I add an address to a Sale Order?
- How do I save an address to a customer?
- How do I create an address label?
- How do I track a shipment?
- How do I change Shipping Methods?
- How do I dropship?
- How do I change shipping methods?
- Outbound?
- Inbound?
Details Tab:
- How do I add a customer purchase order to the sale order?
- How do I add a public message to the sale order?
- How do I add a requested completion date to the sale order?
- How do I add an internal message to the Sale Order?
- How do I force refresh?
- How do I add a file to the Sale Order?
- How do I verify all Part #s on the Sale Order?
- How do I merge other Sale Orders to current Sale Order?
- How do I view Quick Books Balance?
- How do I generate a pick list for a sale order?
- How do I create and view secure notes?
Payment Tab:
- How do I save a customer’s Credit Card information?
- How can a customer electronically sign an invoice?
- How do I split a Sales Order?
- Only Dylan’s article answers this question
- How do I reverse a Sales Order?
- How do I create a return?
- How do I refund a customer?
POS Features:
- How do I sell a Machine?
- How do I modify tax rules?
- Already three articles that explain this
- How do I reverse line item order?
- How do I email sale order sheets?
- How do I print sale order sheets?
- How do I print a sale order receipt?
- How do I create a packing slip?
- How do I apply a percentage discount to the entire sale order?
- How do I fulfill as many items as possible?
- How do I adjust payment posting dates?
- How do I view most commonly sold items?
- How do I sell or quote a machine?
- How do I export a sale order to excel?
- How do I create a label?
Activity Tab:
- How do I create notes?
- How do I create an SMS?
- How do I access Audit Logs?
Anything missed that Wayne can think of:
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