Pages and Files
Video Tutorial Index
page provides filtering and display capability for Counter sales in various statuses.
Filter Data Elements:
: Customer name from QuickBooks.
: Counter Sale Number. This is any scheme that is chosen for counter sales numbering
: Start date for the selected range
: End date for the selected range
: The counter sale is open and in process.
: The counter sale process has been completed, but the sync to QuickBooks to create the Sales Receipt has not been completed.
: The counter sale has been completed, and the Sales Receipt has been created in QuickBooks.
Cancelled counter sales
Display Body Data Elements:
: Date the counter sale was created in the warehouse system.
Counter sale number.
The particular payment method used for the counter sale.
Clicking here displays the
Counter Sales View
Clicking here initiates a new counter sale, and displays the
Counter Sales Add
: Triggers the sync to QuickBooks immediately instead of waiting for the interval set for Web Connector. This function only works if you are logged into Rapid Inventory on the same system where Web Connector is installed, however.
To view a tutorial illustrating the Counter Sales process, click the arrow:
help on how to format text
Turn off "Getting Started"