Snapshots of your Inventory will be taken automatically. You may choose if you would like them Daily or Weekly. On the Management Screen go to Inventory and click “History.” In the upper right corner click “Settings.” Pick your Time Zone. Then choose if you would like the history to be logged daily or weekly. Choose the date of the report you would like to see and click “Open.” Each log may be printed or exported to Excel.
Daily Archives: May 6, 2016
Setting Up Quotes: On the Management Screen go to Customers and click “Quotes.” In the upper right corner click on the “Quote Settings” button. Options: Quote Expiration Date- fill in how many days the customer has before the quote expires. Users can change quote expiration date- this gives the ability for an employee to extend the expiration date of the quote. Lock quote to the original user- this will give the credit or commission of the sale to the employee who first gave the quote. Quote Disclaimer- make sure your customer has a clear understanding of your store policies on Read more