FAQ (Quoting)
Can I see different Price List pricing I have for a Product within Sales.Live?
Yes, absolutely! If your Business System supports multiple price levels, that is! This is within the Inventory screen. To see all the product's pricing click here. Need further information? Submit a ticket by sending an email to Support@Plus.Live or ...
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 ...
Can I apply a discount to a Quote or Order or Invoice?
Easily! The top part of the Quick Entry screen includes options to apply a % discount or a $ discount. Need further information? Submit a ticket by sending an email to Support@Plus.Live or use the "Chat" option (note - only available within ...
Can I select different Units of Measure when doing a Quote or Order or Invoice?
Yes! In the Finalise Entry page of Quick Entry you can select alternative Units of Measure, if they have been defined for your products. Need further information? Submit a ticket by sending an email to Support@Plus.Live or use the "Chat" option ...
Can I send a copy of a Quote or Order or Invoice to my Customer once I have entered the info into Sales.Live?
Yes, indeed, you can! If this has been enabled in your App Settings the Quick Entry screen will present a screen for you to enter the email address. If your Business System has Contacts set up appropriately, these contacts will be listed for you to ...
Is the Quote / Order / Invoice processed immediately into the Business System?
Your Quick Entry (Quote, Order or Invoice) can be automatically processed if this has been enabled in your App Settings. If it’s not, it will still be posted to your Business System, but it will need to be processed by an operator at the office. Need ...