ITrack/Chromium Customer Info Page - Revision history

Along: /* Units & Service Tab */

2020-05-26T16:34:11Z

Units & Service Tab

← Older revision		Revision as of 11:34, 26 May 2020
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	==Units & Service Tab==		==Units & Service Tab==

	[[Image:ITrack-Chromium-Customer-Unit order.PNG\|thumb\|~~left~~\|~~400px~~]]		[[Image:ITrack-Chromium-Customer-Unit order.PNG\|thumb\|right\|300px]]

	This tab allows you to create a unit order for a customer. Clicking on the '''Create Unit''' button allows you to create a new unit order while clicking the '''Edit Unit''' button for a selected unit order allows you to make any changes you need to. Both buttons bring up a popup where you can fill out any required info for the unit order.		This tab allows you to create a unit order for a customer. Clicking on the '''Create Unit''' button allows you to create a new unit order while clicking the '''Edit Unit''' button for a selected unit order allows you to make any changes you need to. Both buttons bring up a popup where you can fill out any required info for the unit order.

2020-05-26T16:33:47Z

Units & Service Tab

← Older revision		Revision as of 11:33, 26 May 2020
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	==Units & Service Tab==		==Units & Service Tab==

			[[Image:ITrack-Chromium-Customer-Unit order.PNG\|thumb\|left\|400px]]

			This tab allows you to create a unit order for a customer. Clicking on the '''Create Unit''' button allows you to create a new unit order while clicking the '''Edit Unit''' button for a selected unit order allows you to make any changes you need to. Both buttons bring up a popup where you can fill out any required info for the unit order.

2020-05-26T16:28:29Z

Quotes Tab

← Older revision		Revision as of 11:28, 26 May 2020
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	==Quotes Tab==		==Quotes Tab==

			The Quotes tab allows you to view a all quotes associated with a customer in a given date range. Click the '''Send to Sale''' button to convert the quote to an invoice.

	==Units & Service Tab==		==Units & Service Tab==

2020-05-22T19:36:54Z

Payments Tab

← Older revision		Revision as of 14:36, 22 May 2020
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	==Payments Tab==		==Payments Tab==
			Unable to access tab at the moment. Will get back to later

	==Quotes Tab==		==Quotes Tab==

	==Units & Service Tab==		==Units & Service Tab==

2020-05-22T19:25:23Z

Sales Tab

← Older revision		Revision as of 14:25, 22 May 2020
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	To interact with a sale, click one of the sales in the result set. Clicking on the sale will highlight it blue (as seen above).		To interact with a sale, click one of the sales in the result set. Clicking on the sale will highlight it blue (as seen above).
	Once you select the sale, you will be able to.		Once you select the sale, you will be able to.
	* View Sale		* View Sale- clicking the white, '''View Sale''' Button will open up the sale in the Sales Screen(include link here later).
	* Print		* Print- clicking the blue, '''Print''' button will
	* Void Sale		* Void Sale- clicking the red '''Void Sale''' button will void the selected sale.
			* Selecting the sale will also pop up two new tabs on the bottom:
			*# The line items tab displays all the items involved in the sale.
			*# The payments tab displays all the payments made in the sale.

	[[Image:ITrack-Chromium-Customer Sales.PNG\|text-bottom\|none\|thumb\|800px]]		[[Image:ITrack-Chromium-Customer Sales.PNG\|text-bottom\|none\|thumb\|800px]]

2020-05-22T19:17:58Z

Sales Tab

← Older revision		Revision as of 14:17, 22 May 2020
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	From the sales tab you can view the info of and interact with past sales of a customer.		From the sales tab you can view the info of and interact with past sales of a customer.

	In the top right, there is a date range, the result screen will display every sale made between the '''From''' date to the '''To''' date.		In the top right, there is a date range, the result screen will display every sale made between the '''From''' date to the '''To''' date.

			Checking the '''Show voided sales''' box will make the result screen also display voided sales within the specified date range.

			To interact with a sale, click one of the sales in the result set. Clicking on the sale will highlight it blue (as seen above).
			Once you select the sale, you will be able to.
			* View Sale
			* Print
			* Void Sale

	[[Image:ITrack-Chromium-Customer Sales.PNG\|text-bottom\|none\|thumb\|800px]]		[[Image:ITrack-Chromium-Customer Sales.PNG\|text-bottom\|none\|thumb\|800px]]

2020-05-22T19:15:28Z

Sales Tab

← Older revision		Revision as of 14:15, 22 May 2020
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	From the sales tab you can view the info of and interact with past sales of a customer.		From the sales tab you can view the info of and interact with past sales of a customer.
			In the top right, there is a date range, the result screen will display every sale made between the '''From''' date to the '''To''' date.

	[[Image:ITrack-Chromium-Customer Sales.PNG\|text-bottom\|none\|thumb\|800px]]		[[Image:ITrack-Chromium-Customer Sales.PNG\|text-bottom\|none\|thumb\|800px]]

2020-05-22T19:11:51Z

Sales Tab

← Older revision		Revision as of 14:11, 22 May 2020
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	==Sales Tab==		==Sales Tab==

			From the sales tab you can view the info of and interact with past sales of a customer.

	[[Image:ITrack-Chromium-Customer Sales.PNG\|text-bottom\|none\|thumb\|800px]]		[[Image:ITrack-Chromium-Customer Sales.PNG\|text-bottom\|none\|thumb\|800px]]


	==Payments Tab==		==Payments Tab==

2020-05-22T19:08:06Z

← Older revision		Revision as of 14:08, 22 May 2020
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	==Sales Tab==		==Sales Tab==

			[[Image:ITrack-Chromium-Customer Sales.PNG\|text-bottom\|none\|thumb\|800px]]


	==Payments Tab==		==Payments Tab==

2020-05-22T19:03:04Z

Financials Tab

← Older revision		Revision as of 14:03, 22 May 2020
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	==Financials Tab==		==Financials Tab==

			Use this tab to edit a customers advanced financial information. From this tab, you can:
			* Set the default tax.
			* Set a tax expiration (in case you want to keep track of tax-exempt customers whose status has an end date).
			* Set the default price from one of many options associated with an inventory option.
			* Keep track of the balance history of a customer.
			* Pick which payment methods are allowed for a customer.

	[[Image:ITrack-Chromium-Customer Financials.PNG\|text-bottom\|none\|thumb\|800px]]		[[Image:ITrack-Chromium-Customer Financials.PNG\|text-bottom\|none\|thumb\|800px]]



	==Sales Tab==		==Sales Tab==