After an order has been finalised, how do we edit that order within Sales.Live?
You cannot edit any order once finalised as they would now be in the Business (Accounting) system.
Any modifications from that point need to be done in the Business System.
Preparing a Detailed Sales Order
Article Summary This article explains how to do a Detailed Sales Order, under the Detailed Entry Menu. The Detailed Entry screen brings the Desktop transaction entry screen "experience" into a Cloud/Web browser interface. Users who need the full ...
2. Connect Business System to Sales.Live
Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Sales.Live. This connection is via something we call a Data Connector. This allows the sharing of information between your ...
Is it possible to send an email to the Sales Rep when an order has been sent to the Business System?
Yes. Under the 'Admin' menu go to users and edit a users Role / Settings; You will see a tick box for 'Email document to user'. Tick that; Also, remember reps are linked to users. NOTE: You can also have an email sent back to the office. For example ...
Moving from Trial Sales to Business Plan
Article Introduction This article explains how to move from a Trial (or Free) to a paid Business Plan for any of the Plus.Live Products. Changing Plans You can move from Trial to Business Plan under the User Menu Item from the Plus.Live ...
Setup: General App Settings
There are some general App Settings under Admin/Setup/General you should be aware of: Let's look at the options below, allowing you to modify the way the Application behaves. DIsplay Currency Your default currency will have been set by your ...