Getting Started on Furniture
No matter what your needs, from creating quotes for potential customers, to setting and tracking goals for particular parts of your furniture operation, the Furniture application can help you accomplish them.
The Furniture application is a powerful and versatile tool that lets you effectively process and keep track of all your furniture orders. Because it's designed for the furniture dealer, it offers you the options you need to efficiently manage your business. No matter what your needs, from creating quotes for potential customers, to setting and tracking goals for particular parts of your furniture operation, this application can help you accomplish them.
Note: The Furniture application is an optional feature. To use this feature, you must pay an additional, small monthly fee.
Getting started on the furniture application is a very simple and quick process. You can start practicing on the furniture application before you actually use it for business transactions. However, there are a few procedures you should perform, to help you manage your business more effectively.
Planning to use the Furniture involves:
Setting up your furniture parameters. For instructions, see Furniture Parameters.
Setting up your furniture terminal. For instructions, see Setting Up Furniture Terminals.
Completing the Customer Order Entry tab. There are several boxes you should review in this tab including: Taxable, District, P/O Required, and O/E Exempt. These boxes determine taxing, the customer's policy on purchase orders, and so forth. For instructions on setting or changing these boxes, see Customers.
Setting order taker and salesperson numbers in the Salesperson window and assigning them to the correct customer in the Customer Master tab. For instructions, see Salespersons.
Setting up your vendor and vendor alias information. For instructions, see Vendor Aliases.
Note: If you are already live (using the software for business transactions), do not take your practice orders to an invoice status. Keep the pick tickets at a status 4 or 6. You can set up this option for a particular terminal by specifying 4 or 6 in the Tickets St field in the (L1) Terminal and Ticket Parameters screen. For detailed instructions, see Parameters. Also, you might want to keep track of the pick ticket numbers that you create, so that you can delete these pick tickets before you go live on furniture.
Furniture Order Entry application features:
Adding Standard Cost Items to an Order
Efficient Handling of Furniture Pick Tickets and Invoices
See also: