How To Videos: Difference between revisions
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* [https://youtu.be/sNeHScRdNy0 How to Start a new Quote] | * [https://youtu.be/sNeHScRdNy0 How to Start a new Quote] | ||
* [https://youtu.be/IOXBI7GIux8 Add Items to Quote using the Picker] | * [https://youtu.be/IOXBI7GIux8 Add Items to Quote using the Picker] | ||
* [https://youtu.be/jSbxDCBLAYE Add Items using the Add Item Link] | |||
* How to Change a Quote to an Order | * How to Change a Quote to an Order | ||
* How to Generate an Invoice | * How to Generate an Invoice | ||
Revision as of 10:31, 27 March 2020
CurrentRMS 1-Minute How To
Quotes, Orders, Sales
- How to Start a new Quote
- Add Items to Quote using the Picker
- Add Items using the Add Item Link
- How to Change a Quote to an Order
- How to Generate an Invoice
- How to Keep track of Paperwork
Clients, Contacts, Venues
- How to add a new Commercial Customer
- How to add a new Student Customer
- How to add a Contact
- How to add a Vendor (for sub-rentals)
- How to add a Venue
Checkout, Checking
- How to Book Out Gear
- How to Check in Gear