FAQ (Customers)
How do I use my Company's logo in the PDF Template?
To get your company's logo attached to the Invoices, Quotes, and Orders sent from Sales.Live, do the following: 1 - Save a high-resolution version of the logo to your local PC; 2 - Create a Picture Box object on the Template; 3 - Select the new ...
I have just lodged an Invoice in Sales.Live but the customer has not been emailed yet. Why not?
When you lodge an Invoice (or other document), the Invoice is sent to your business system and then an email is enqueued for it. This queue typically takes up to 15 minutes to process (though an internal error may cause it to take longer). We suggest ...
Can I restrict which Customers a Sales.Live User has access to, within Sales.Live?
Yes you can. A User can have access to all Customers or to those which belong to their Sales Representative code. If you assign a Sales Rep to a User, that User will only see the Customers to whom that Sales Rep is assigned. You can assign Sales Reps ...
Can I capture a Customer signature for an Order or Invoice within Sales.Live?
Yes, you can enable this feature in your App Settings and you will be prompted for a signature when your process a Quick Entry. Need further information? Submit a ticket by sending an email to Support@Plus.Live or use the "Chat" option (note - only ...
Can I see Common Items that a Customer buys, through Sales.Live?
The products you have sold to each Customer are available in the Customer Details Screen and can also be used in Quick Entry. Need further information? Submit a ticket by sending an email to Support@Plus.Live or use the "Chat" option (note - only ...
Will my Sales or Customer Templates sync to Sales.Live?
Yes, we kid you not! Your Customer Templates are synched to Sales.Live and you can view them in the Customer Details screen. See also Quick Entry for how you can use your Customer Templates. Need further information? Submit a ticket by sending an ...
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 ...
Can I see Stock Quantities by Location in Sales.Live?
Yes, you can! If your business system supports multiple stock locations, in the Inventory screen you can see warehouse stock by clicking on the ‘Quantity’ value for your product. Need further information? Submit a ticket by sending an email to ...
What Information syncs between my Business System and Sales.Live?
Your Customers, Inventory Items, Prices and much much more! You can read the full details in our article on running in Connected mode. You should also read our specific information on what’s synch’d for Sybiz Vision and for Sage 200. Need further ...
Can you exclude Inventory Items from syncing on initial Setup in Sales.Live?
Yes! Under Setup on the left hand side of the Sales.Live menu, click on the Connected Mode banner: Scroll down to the Inventory heading. Enter the Inventory Group Codes you wish to exclude. Important: You may have to re-organise your groups within ...