Order Entry

Starting a Quote
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...
Thu, 21 Jun, 2018 at 3:54 PM
How to have the sidemark field filled in automatically
Overview Order Entry has the ability to have the sidemark field fill in automatically for new quotes and sales. By using the Build the sidemark from the cu...
Wed, 6 Jun, 2018 at 1:05 PM
Selecting a Product
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...
Thu, 21 Jun, 2018 at 3:55 PM
Adding a Product to a Quote
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...
Thu, 21 Jun, 2018 at 3:56 PM
Recording Customer Measurements
Summary This article explains how to record Customer Measurements in SalesPRO software.  These measurements can be used to quickly create one or more quote...
Thu, 21 Jun, 2018 at 3:56 PM
How to Modify Quantity in Order Entry
Summary This article will explain how to change the quantity for a product in SalesPRO.  Orders cannot be modified. More Information Quantity of a lin...
Thu, 21 Jun, 2018 at 3:57 PM
Working With Discounts and Promotions in Order Entry
Summary This article explains how to apply and manipulate Customer Discounts and Customer Promotions in Order Entry. More Information Customer Disco...
Tue, 26 Jun, 2018 at 2:47 PM
Changing Products or Options in Order Entry using the Replace Items Feature
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...
Wed, 6 Jun, 2018 at 2:18 PM
Duplicating a Quote
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...
Tue, 26 Jun, 2018 at 2:51 PM
How to Duplicate a Quote or Sale
Summary This article will explain how to duplicate an existing quote or sale in SalesPRO.  Orders cannot be duplicated. More Information To duplicate ...
Tue, 26 Jun, 2018 at 2:53 PM