Summary

This article explains how to record Customer Measurements in SalesPRO software.  These measurements can be used to quickly create one or more quotes for the customer. 


Instructions

  • Click on the Customers icon from the Home tab.
  • Click once on the customer name for which you will be recording measurements.
  • Click on the Customer Measurements icon.



  • On the Customer Measurements window, click New.




  • Using the Dropdown menus, select Room, Item, and Mount.  (note: the menu selections are populated by measurement lists found in the following location Maintenance>Manage Lists.  You may also enter text of your choice in these fields)
  • Enter Measurement for Width and Height.
  • Press OK.
  • Note:  You may also use your Leica Disto laser to send measurements into this screen.



  • The Measurement will be added to the Customer Measurement record.
  • If "Create another measurement" is checked, then when you click OK, the entry will progress to the next window in that same Room location.
  • The  Width and Height fields will be cleared.
  • Your Item will progress to the next Window/Door, in this case Window 2.




  • Continue entering Widths and Heights.
  • When finished, hit Cancel.
  • You will return to the Customer Measurements screen, where all your recorded measurements will be listed. 
  • Note:  The measurements will be shown as decimals.  This is normal, and they will be converted to 1/8" when used in Order Entry. 
  • Hit Close to exit and save.



  • Your measurements are now saved for future use. 


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Applies to

  • SalesPRO Software