Problem: How to enter a payment or preview an Invoice on a Roaming Workstation quote or sale that is locked

Problem: How to enter a payment or preview an Invoice on a Roaming Workstation quote or sale that is locked

Summary

A sales rep using a roaming workstation may convert a previously synced quote to a sale in the field. When this happens, the new sale is automatically marked to be synced to the main system and locked. The sales rep will receive a message that the sale is locked if they try to open/edit the sale.  This article will describe how to apply a payment and print or preview an order confirmation even if the sale is temporarily locked. 

Instructions

  • From within the software, Click on Customers from the Home Tab. 

  • Locate the customer for the locked sale
  • On the right hand side of the Customers tab, you'll see a list of all the quote/sales/orders associated with this customer.
  • Select the locked sale by clicking on it once.
  • From here, you can click on the receive a payment icon and enter the payment information. 

  • Go back to the Home Tab and click on Sales.


  • Locate the locked sale in the list.
  • Click on it once to select.
  • Click on the Order Confirmation or Invoice icon and select print or preview. 


Applies to:

  • SalesPRO