Please see the following link: https://drive.google.com/file/d/1wegPft6heqDl_QqqqJ3XB73auDdKmMQ7/view
Continue ReadingIs it possible to process activities (follow-ups, leads, calls, etc.) from the activity dashboard?
Yes, click the activity to process in the category column. The category should be blue underlined. A new window will appear allowing you to process the activity.
Continue ReadingWhat is the notification about the Flordeco updates referencing?
This notification appears when there are certain products from the Flordeco update that cannot register properly in your system because the category, unit of measure, or supplier from the head office does not exist or there is no referencing done. Please double-click on the notification to perform the referencing. (Only applicable for Flordeco members)
Continue ReadingHow do I refund a customer by check?
A check refund to a customer is done in two steps: 1. Record the refund in the customer’s transactions (sales order, invoice). 2. Print the check, using the accounting entries. Please note that the selected bank account must be debited. Then click on “Print check”.
Continue ReadingIn a sales slip, how do I delete a non-invoiced retail line?
Right-click on the line to be deleted in the sales order and click on DELETE THIS RETAIL LINE.
Continue ReadingIn the Mobile App Routing Sheet Management, what does the “Not Delivered” column mean?
When the deliverer arrives at the delivery destination and he cannot deliver the material for any reason, he can return it to the warehouse by ticking in the “Not delivered” column.
Continue ReadingIn the processing of packing slips from the shipping dashboard, what if I want to decrease the quantity prepared, shipped, or over-delivered?
You must enter the quantity in negative if you wish to reduce an excessive quantity prepared, shipped, or delivered.
Continue ReadingHow are routing sheets created?
Routing sheets are created automatically on deliveries when the material is shipped from the warehouse and the user confirms the service provider.
Continue ReadingWhat does the “Unassigned” routing sheet mean in the Mobile App?
The unassigned routing sheets contain deliveries that have not yet been shipped and/or are not part of an existing routing sheet.
Continue ReadingWhen the customer signs a delivery or a transaction directly in the Mobile App, where does the signature go?
The signature is attached to the customer’s file (transaction) as an attachment.
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