Can I see Common Items that a Customer buys, through Sales.Live?

• Related Articles

• 4. Set Up User Group(s) in Sales.Live

  In Sales.Live, you can control what Users have access to which Applications by using User Groups and Users.  This is done at the Portal Level.  To see how to set this up, CLICK HERE and follow the steps. Need further information?  Send an email ...

• 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 ...

• Is there a way to limit what certain staff can do in Sales.Live?

  Yes, in the Permission section, you have a wide range of options. More about Permissions here: https://support.plussoftsolutions.com/portal/en/kb/articles/user-roles-and-permissions-in-sales-live

• Using the Action List

  Article Summary Using the Action List you can add Notes, Tasks and Appointments in Forecast.Live and Sales.Live. This guide will show you how you can: Create Action List items, Relate them to Customers or Inventory And display them in Table or Kanban ...

• 5. Add & Invite Users to Sales.Live

  Adding Users Once you've set up a User Group  with the appropriate Applications that you want to invite users to, you're ready to add Users.  You can do this under the User Menu Item from the Plus.Live Administration Menu.  To get to this menu, click ...