Quick User Guide | Sales Staff
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      3. Quick User Guide | Sales Staff

      Documentation Guide for Sales Clerk

      Customers

      1. Create customer accounts:  [Sales] Customers > Adding a New Customer

      2. Changing customer contact information:  [Sales] Customers > Changing Customer Information

      Sales

      1. Quotes and pricing:  [Sales] Proposals > Overview

      2. Create new sales order:  [Sales] Sales Orders > Entering a Sales Order   May limit the unprocess step, price changes below a designated threshold, and other advanced tools limited to the sales manager.  

      3. Convert sales orders to proposal:  [Sales] Proposals > Optional Features > Convert sales orders to proposals

      4. Create, price, and manage materials lists within a sales order:  [Sales] Materials Lists > Overview

      Rentals

      1. Create rental contracts:  [Sales] Rental > Rentals Contract > Creating a Contract

      2. Billing Rentals:  [Sales] Rental > Rentals Contracts > Billing a Rental