Training: Day 3

Use the article links below to view information on what was reviewed in today's training sessions.

Purchase Orders

• Reordering
• New Purchase Order Worksheet
• Suspended Worksheets
• New Purchase Order
• Purchase Order List
• Receiving Items into inventory

Rentals

• New Rental
• Editing Line Items in a Rental
• Checking In Items
• Rental PDF
• Email Rentals
• Paying Invoice
• Signature
• Labels
• Tickets

Point of Sales System

• How to Convert a Sales Order to an Invoice
• How to Pay an Invoice
• How to Convert a Quote to a Sales Order
• How to Refund a Customer
• How to charge a card on file
• Creating Quotes, Sales Orders, and Invoices
• Redeeming a Gift Card
• Selling a Gift Card
• Deleting Data
• Getting Touch Screen POS Ready

Credits

• How to create a manual credit on account
• How to view all outstanding credits