Related Articles
Using Invoice Types
Invoice Type Settings These are found in Office > Back Office Settings > Invoice Settings Invoice Types are used for reporting purposes; all sales reports will organize by Invoice Type. Available Invoice Types by default are: Retail, Staff, Tax ...
Adding, Editing, and Using Customer Filter Menus
Interest Level, Type of Lead, Prospect Type, and Prospect Level Each customer can be assigned one or more of these in their contact information. All are user defined and can be used however you like, organizationally. Typically they are used as ...
Using the Rental Builder
Once your rental inventory is set up and ready to go, you are ready to start renting to customers. While creating a rental for immediate pickup or a rental reservation, the Rental Builder is useful for selecting many rental items at once. 1. Bring up ...
Using the Receive Transaction
This transaction should be used by an FFL who has received firearms to record the Acquisition of those firearms, whether those firearms were received from another FFL or from a non-licensed individual. Receive Firearms Manual Entry Under the Standard ...
Using the Serialize Transaction
This transaction should be used by an FFL who has serialized a firearm to record the first Acquisition of that firearm. NOTE: The Serialize transaction was specifically designed to serialize a single Manufacturer, Model, Type, Caliber firearm at a ...