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- Quote view shows gp and margin
- The change value button can make working on quotes easier, by setting the total value to a price point, changing the markup, discount or gp on selected lines and many other features
- The extract button can help you view customer history as well as extract details
- Make use of the customer history button
- When quotes are accepted the original quote can't be changed. So you can always go back to it if the customer questions the final invoice
- Compare and colour code quote lines using competitor pricing. Match competitor prices automatically
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Your retail operation can work better with those options
- Implement EFT integration to the bank
- Consider Tyro bank integration. Money is cleared less often but charges may be lower
- Use sale shipments when every possible rather than sales orders
- Create machines from sales tenders for larger equipment items if you are using the service module
- Automatically print retail price labels using last sell price change
- Plan and implement locations for your retail area. Then use location labels in your retail area
- Set the retail locations to quarantine if you have a warehouse to stop warehousing allocating retail stock
- Use stock location transfers to move stock in and out of retail from the warehouse
- Require payment in full from walk in customers that back order stock
- Require a scan of the original invoice or sale docket before you allow credits
- Use cash counts for groups of registers at end of day
- Use consolidated zreads
- Use cash counts
- Use payins/payouts to manage cash in the till
Use advanced shipment and invoicing options
- From the shipments list view you can drag two shipments for the same customer onto one invoice. This allows you to pick shipments when automatic warehousing releases them, but to still combine an first shipment for an order and a shipment for backorders onto one invoice
- Set customers to a maximum number of shipments, usually 2, instead of holding shipments manually until the rest of the stock arrives
- Add value for customers by using one invoice per order or one invoice per month for those customers that want to consolidate their invoices
- Use parent and charge to accounts on customer cards. Customers with parent accounts can have invoices charged to their separate accounts and invoices printed to head office or invoices printed for each branch and head office with charges going to each branch
- Set customers to price levels to reduce the need for contracts. Use custom price levels that are discounted from standard levels
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