Melissa Carson

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 ...

Picking Ticket are printed when material is ready to be staged. Lines must be in Cut status to print a picking ticket. Printing a Picking Ticket will change lines status from Cut to Staged   Go to...

Payment against individual Order1. Open Order Entry2. Use search box to find customer order (For balances brought over from K8 the order # will be the K8 invoice number) 3. Highlight customer order...

Order Entry Reports, Receipt Recap Register should default to your store's register – make sure it does Click ‘Date’ in the Filter by Click ‘Receipt’ in the Sort by Set date range to correct date ...

Copy a quote This could be used if the customer wants multiple options for the same area or if you are using a quote as a template. Find quote in the list Right click and choose export create a re...