Sarah Swinney

The Card Transactions view in RFMS Online Services (ROS) allows those with access to view Clover Connect transactions and their RFMS status, either Posted to RFMS or Pending Post to RFMS. If any tr...

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...

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...

The Branding and Legal 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...

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...

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

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: ...

You can locate purchase orders for receiving by two main methods. This article will show you the steps for receiving inventory with each. Video Tutorial   Scan Barcode or Search PO/BOL Number...

Create New Quote or Order From the Dashboard Screen or from the Order Entry screen you can add a new quote or order. Tap the gray plus icon Select either a quote: or an order: Add Customer I...

RFMS Mobile is available through subscription licensing. For more information about the cost per license and how to sign up or add it to your existing subscription(s) please see the RFMS Mobile pag...