To All Sales Staff
If you feel you are constantly typing out the same phrases, warnings or instructions in the Point of Sale Comments box to put on customer's paperwork, you have the option of selecting a "Pre-Defined Comment" to post and save the repetitive keystrokes.
For example:
1. You sell equipment before a forecasted hurricane. You can post the 'All Sales Final' comment to alert the customer the product(s) can not be returned for credit.
2. (Courtesy of John Bellew & Dave Santillian): You type up a quote for stone treads based on current inventory. Two weeks later, when the customer accepts the estimate and wants to make the purchase, you discover you need to modify the lengths based on the current count available to sell from. When the customer points out you are billing him for x number of 8' treads, but you originally quoted him 7' pieces, you can inform them those were the conditions of sale printed on the quote.
The Steps are essentially self-explanatory.
1. On the line you want the add the comment, click F3,
2. Select "Pre-Defined Comments" on the right side of the Comments window
3. Choose your pre-defined comment and click OK
If there are any comments you would like added to the list of choices, post them in the comments box below.
Thanks
No comments:
Post a Comment