RFMS Order Entry FAQ

Can you copy an order to a quote? 

Yes! But only in the mobile app.

Pull up the Order in RFMS Mobile, Select Duplicate (looks like two pieces of paper stacked up) and new estimate is created!  Save the estimate.   

How do I know which sales tax rate to select?

Each state has a Sales Tax Jurisdiction Lookup. Links to the websites are below. 

Arkansas: https://www.dfa.arkansas.gov/sales-and-use-tax-section-local-tax-lookup-tools

Oklahoma: https://taxproject.csa.ou.edu/Rate_Locator/

Kansas: https://www.kssst.kdor.ks.gov/lookup.cfm?CFID=2860316&CFTOKEN=70681264&jsessionid=0030c2855e461523b62a73762c3c1e4d3456

Can I enter a margin for my entire order and have it repriced that way?

No, but what we can do is set your customer at a specific price level so that any material added to the order will be at the same margin.  This is done in the Customer file.  You will need to request that it be set.

How do I save my quote as a template?          

Create the quote and put template description in the side mark field.  This just signifies that it is a templated and you should copy the quote each time so that this "template" stays intact.

How do I make my screen show all my open sales orders?

Use the binoculars, enter sales rep 1, delivery date options (undelivered only), click Save, name the list for later use.

Where do I put my Builder’s PO#?

In the field that says PO Number (below the Ship-To address)

Where do I put my room description?

In the box that says Side mark (below the Install Date)

How do I create a billing group? 

Search for the order you want to create a billing group for. Right click on the order and select "Edit Billing Group".  Select the option: "Create New Billing Group for Order xxxxxxxxx"

Do I have to create a customer account for cash sales or can I use a a cash & carry account?

All stores will have a cash & carry customer account – Do not edit or create a new cash and carry account for your store.

How do I sell material that is not in stock if there are no AJ/AJT lines?

The material will have to be added in at no cost. Please contact Joe Sullivan or Sara Lovvorn for assistance

Why did the GP % button on my order turn red?

Because the line(s) are in None, Gen PO or On-Order status and do not have a finalized Gross Cost.

What is the proper way to enter the ship to address on a Customer Pick Up order?

Name: Builder/Customer Name

Address 1: Street address of house

Address 2: “Customer Pick-Up”

City/State/Zip of Warehouse where material is being picked up.