Reports (5.x)
Summary This article will explain how to modify existing Terms and Conditions on a Process report. More Information Before modifying a report, ...
Mon, 9 Jul, 2018 at 5:01 PM
Summary This article will explain how to tailor delivered Process Reports for your company-specific information. More Information There are common se...
Tue, 10 Jul, 2018 at 8:39 AM
Summary In this article, you will learn how to add your company logo to the standard process reports (quote, invoice, order confirmation ,etc.). More I...
Tue, 10 Jul, 2018 at 9:09 AM
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, 10 Jul, 2018 at 9:12 AM
Summary This article will describe how to add the contact name field to your process reports (quotes, order confirmations, etc.). There are two sections t...
Tue, 10 Jul, 2018 at 9:22 AM
Summary SalesPRO provides templates for use when emailing quotes and sales to customers. These templates can be easily modified to suit your company's...
Tue, 10 Jul, 2018 at 10:38 AM
Summary This article will explain how to manage or control the product specific information (i.e. Width, Height) you and your clients see in Order Entry an...
Tue, 10 Jul, 2018 at 10:53 AM
Summary You may have customers with one billing address and multiple installation addresses. For example, if your customer is a Property Management compan...
Tue, 10 Jul, 2018 at 11:02 AM
Summary Beginning with version 5.0.227, you can now choose to separate Installation, Shipping and Other charges on process reports. This is a two step proc...
Tue, 10 Jul, 2018 at 11:07 AM
Summary Beginning with version 5.0.227, you can now show a total for many numeric columns in order entry on your process reports. This article will provid...
Tue, 10 Jul, 2018 at 11:12 AM