Is Sales.Live Customisable per site?
For example, the Customer screen - is it pulling through all the User Defined Fields from the customers tab?
The answer is indeed yes.
User Defined Fields are pulled through, for Customer and Inventory.
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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
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 ...
Accessing Customer Details Tab for more information about the Customer
Article Summary The Customer screen lists the key information about your Customers and provides a Details button which displays the full details of a single customer, as explained in this article. Introduction In Sales.Live you can view information ...
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 ...