all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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Flow: Order: - Purchase order - Order unit - Confirm order - Holding tank - Shipping - Move to inventory - Floorplan action/payment info Operations: - Customer info - Quote unit - Sell unit - Paperwork/invoices - Deposit Accounting: - Floorplan - Paperwork/invoices - Payroll Deposits: - Deposits - Deposit edit - Received invoices Other notes: - On sales tax – make a rentals report - On sales be able to select payment type – then show the payment info on payroll status info - Add SSN to sale process encrypt & decode - History for floorplan - Topper – go right to topper account - Floorplan special search - Add invoice number and invoice date to floorplan info – when stocking in - Move multiple from account to sold, record payment date, and check #, & reference # - Automate from in hand to sold - Check process and moving to sold – use the same - Add status to move multiplier |