Melissa Carson

Receive Inventory from Purchase Order Open Inventory Module Click File > Purchase Orders In the Search box enter the PO# and press tab With Line highlighted you are ready to receive Click Express ...

You can only run this for the current commission period.  This report resets (clears) after commissions are paid.    In Order Entry click on Reports > My Commissions  Set ending dates (Delivery & I...

Printing a Picking Ticket (Allocating Material) Click on Order Entry Click File > Customer Orders Search for the order Double click on the order to open it Find the line(s) that need to be deliver...

If the customer order was billed out of ShopPAK  Order Entry > File > Customer Orders Enter Customer information in the sold to and ship to fields. Put the ShopPAK order number in the PO Number fi...

From RFMS Order Entry > Utilities > System Options    There is an option on the left side for User Email Configuration If you set it like this (below) when you click on the Email option within the...

Cycle Count – print the report Inventory > Reports – Item Inventory Physical Report Select your store Put a checkmark in “Shade Alternate Rows” Click Print   Cycle Count – adjust the inventory...

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...