Avatar

Sarah Swinney

  • Total activity 143
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 75

Activity overview

Latest activity by Sarah Swinney
  • Sarah Swinney created an article,

    Share, Print, or Attach the PDF Document for a Quote or Order

    There are multiple ways to share the PDF document for your quote or order. This article will go over the steps. For instructions on how to share the document for approval please see this article: S...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sarah Swinney created an article,

    Create a PDF for your Quote or Order

    When Create PDF is selected the Presentation screen will show you the preview of the customized document as well as provide additional options. On quotes or order you can collect a signature. On or...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sarah Swinney created an article,

    How to Manage Terms and Conditions

    This section of RFMS Online Services (ROS) allows you to manage terms and conditions that can be included on documents in RFMS Mobile, Measure Mobile, and CRM. These can also have an option to veri...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sarah Swinney created an article,

    What is Warehouse Mobile?

    Warehouse Mobile is the solution that provides warehouse workers everything they need to perform common tasks with efficiency and provides immediate necessary information for actions such as: Recei...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sarah Swinney created an article,

    Share an Order or Quote for Approval

    Sharing a Quote or Order allows you to send a customized document to your customer. This document can have optional approval and signature requirements as well as include contract terms and conditi...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sarah Swinney created an article,

    How to Move Inventory

    The Warehouse Move screen allows you to search received inventory by location and select to move to another location. Video Tutorial   How To: Select to show only available inventory or ...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • Sarah Swinney created an article,

    How to Export a Quote to an Order

    When exporting a quote to an order the quote must first be saved. Be sure to tap , and ensure that you are viewing, not editing the quote. Video Tutorial   Ways to Export Via the Quote Main S...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sarah Swinney created an article,

    Where Do My Notes Go?

    RM Order Entry Notes Internal Note Where to enter: Tap the  button, then under the Header tab on the right-side-section of the screen scroll to the section labeled Internal Note Viewable in: ...

    • Edited
    • 3 followers
    • 0 comments
    • 0 votes
  • Sarah Swinney created an article,

    Find Product Templates

    How To:  While editing a quote or order check a single line item that is a product Tap the Line tab and scroll to the button Tap the button to begin the search for product templates In the window...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sarah Swinney created an article,

    How to Reserve or Cut Inventory

    Note: These actions can only be done while editing an Order in Order Entry. While Searching for a Product While searching for a product, note the section for Available Inventory. Select a produ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes