Is the Quote / Order / Invoice processed immediately into the Business System?

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• 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 ...

• Doing a Quick Quote, Order or Invoice

  Article Summary Quick Entry is Sales.Live’s single screen for entry of sales quotes, orders and invoices. You can process an Order, Quote or Invoice from this screen by choosing a Customer and Product. Then hit the Finalise Entry button and you can ...

• 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.

• Can I re-sync a Quote, Order or Invoice if it fails to sync initially with my Business System?

  For sure! The Sales .Live engine puts your sale into a queue and will try 3 times to update your Business System, in case there is a temporary problem. If after 3 tries your Quote, Order or Invoice has not synced to your Business System you will ...

• 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 ...