Will my Sales or Customer Templates sync to Sales.Live?

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• Will Custom Field information sync to Sales.Live?

  Sure! If you have created Custom Fields in Sales.Live or in your Business System you will see these field values in the Details screen for Inventory Items or Customers Need further information? Submit a ticket by sending 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

• 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 ...

• 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 ...