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Introduction
Step-by-step guide
The customer entry history is conveniently located in the customer heading and can be opened (by selecting the door icon).
When the entry history opens users will immediately see a list of entries for the previous seven days.
The entry history can be expanded to show the previous month or year. As users toggle the buttons the results will expand based on the entry history.
When the entry history is open the data does not automatically update so to update the entry results users must select the "refresh" icon.
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If the customer entry history needs to be printed or saved users should use the report in Community Connect Office called the "Building Entry Listing" report. |
Related articles
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This button will not be enabled until items or a purchaser have been added to start a sale. |
Once the user has clicked the “Add Discount” button, they will be able to select the type of discount they would like to add.
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Multiple discounts can be added, but they must be added one at a time. Users should keep in mind, that discounts can only be added when both the discount and the sale item allow that type of discount, and that some discounts may not be set up to work with other discounts. |
After selecting the type of discount they would like to add, the user will see a dialog specific to the discount they chose. Please see How to Add Different Discount Types for more information.
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When a discount has been added to the sale, the user will be able to see the amount removed from each sale item, and they will be able to see the discount listed as a separate sale item.
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The Discount can be clicked from the cart to pull up the discount dialog again. The user can make changes to discount types that allow changes at this point in the sale, or they can remove the discount from the sale.
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