RFMS Mobile
The RFMS mobile application provides access to RFMS Quotes, Orders, Customers, Products and Inventory via your mobile device. It can be used to create quotes and orders on the fly and email a quote or order PDF document to your customer. A dedicated Point of Sale screen offers the ability to process sundries for a supply room checkout using the device's camera as a barcode scanner. It also includes a quick cash and carry option. This app was formerly known as the "MOE" or Mobile Order Entry App. It is also built to integrate easily with our other apps such as Measure Mobile and CRM. A subscription is required.
General
Updates
Dashboard Screen
Customer Screen
Products Screen
Inventory Screen
Order Entry Screen
- Create Digital Picking Tickets in RFMS Mobile
- How to Use Billing Groups in RFMS Mobile
- How to Edit the Cost of a Line Item and Include a Comment
- How to Adjust Costed Inventory through RFMS Mobile
- Inventory Move Requests
- How to Append Quote to Existing Order
Point of Sale Screen
Accepting Payment
- Processing Refunds through RFMS Mobile
- How to Get a Credit Card Pre-Authorization on a Quote
- Accepting Payment Using a CardPointe Integrated Terminal
- Taking a Payment Using a Mobile Card Reader with CardPointe
- Taking Payment when Card is NOT Present
- Request Payment Through the Customer Web Portal (My Flooring Link)