Melissa Carson

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...

See attached document for steps on printing Barcode Tags for Showroom Samples. 

Create a sales order using the customer account "Store Use/ All Branches” (the customer account is locked – contact Jeanetta to request that it be released for use) Change the Ship-To address to th...

Create a sales order using the customer account "Store Use/ All Branches” (the customer account is locked – contact Jeanetta to request that it be released for use) Change the Ship-To address to th...

Any upgrades or replacement materials should be ordered on the customer’s original order. Only defective or returned material goes on the Claim/Return order.   Credit customer for claim/returned m...

Any upgrades or replacement materials should be ordered on the customer’s original order the only material going on the warranty ticket is the material that is being written off.   To issue credit...

Warehouse Loss – when material is not found in warehouse or damaged while in warehouse. Replacement materials should be ordered on the customer’s original order. The only material submitted for wa...

Installer chargeback – labor only – original order not job costed: Find original customer order Click the tape measure icon (post provider records) Select the labor that needs charged back Click ...

Installer chargeback – replacement material Create a chargeback order in the claims module: Go to Order Entry File > Claims Click the green plus sign to add a new claim order. Enter the original ...