Customer rebates allow you to automate rebates or discounts for a particular customer. Customer discounts are configured per customer and per product category. After setting up a discount for a customer, each time a seller sells a product targeted at the discount, the discount will automatically apply.
Continue ReadingWhere do I set up my customer discounts?
From the Customer Discounts tab in the Setting menu.
Continue ReadingCan I apply customer discounts to billing only?
Yes. To configure this function, select the Apply customer discount to bill option under the Billing tab of a customer file.
Continue Reading“What is the “Data Table” for?”
In the data table, you will be able to create/modify types and entities that are used throughout the application. e.g. Types of service calls, types of Sales, types of Service Suppliers, etc.
Continue ReadingWhere can I create/edit my Type of Service Calls?
From the Data Table tab in the Settings menu.
Continue ReadingWhere can I create/modify my Type of Sale?
From the Data Table tab in the Settings menu.
Continue ReadingWhere can I create/edit my Type of Services?
From the Data Table tab in the Settings menu.
Continue ReadingWhere can I create/edit my Rooms?
From the Data Table tab in the Settings menu.
Continue ReadingWhere can I create/modify my Transportation Frequency?
From the Data Table tab in the Settings menu.
Continue ReadingWhere can I create/modify my Installation Status?
From the Data Table tab in the Settings menu.
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