Summary
This article reviews basic navigation and steps to accomplish basic tasks in the SalesPRO Software.
More Information
These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links.
To see the answers to these questions, click on the question in blue to link to the related article.
How do I .....
Software Setup and Maintenance
Set up an Additional Discount?
Order Entry
Enter a customer?
What do I do if I've already opened a quote?
Start a quote?
Must I specify a customer?
Duplicate a quote?
Can I use an existing quote for another customer?
Select a product?
Add products to a quote?
I left out a window for a room. How do I insert a line to keep all the items for a room together?
Enter a Customer Promotion?
Can I change the value of a discount?
What happens with promotions that have conditions?
What is the “P” button on the Edit Line Item window used for?
Add additional charges?
Can I change the value of a charge?
What happens with charges that are automatic?
View Product Guide and Product Pricing Breakdown?
Preview or Print a Quote?
E-mail a quote?
.
Capture a customer signature?
Convert a quote to a sale?
Convert a sale to an order?
Change products or options?
Order Processing
Send an order to a vendor via OOP?
See also How to Enable Online Order Processing
Reporting
Run reports?
Applies to
- SalesPRO Software