Sarah Swinney
- Total activity 114
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 0
Articles
Recent activity by Sarah Swinney-
How to Enable Pick Up in RFMS System Options
Note: Lines will only be available for Pick Up through Warehouse Mobile after this setting has been enabled and then subsequently had their status changed to Delivered by printing a Picking Tick...
-
How to Use Warehouse Pick Up
Note: This feature requires RFMS version 21.99+ 1. Locate the Order The Warehouse Mobile Pick Up screen allows you to search RFMS Order Entry and locate specific orders. This uses RFMS Smart Se...
-
Understanding CRM Reports
CRM provides reporting for how many opportunities were won, lost, or in progress over a defined period of time. Goals can also be set and measured. The Reports Screen Leaderboard For more informat...
-
How to Navigate our Help Centers
There are 4 help centers: RFMS Help Center Articles, Users guides, webinars etc. for all things RFMS Core ERP related. Measure Flooring Help Center How-to Articles and videos plus troubleshooting ...
-
Which Tablet Should I Purchase?
With the wide array of tablets available on the market, it's difficult to choose a single tablet as our recommended device, but we can offer recommended hardware and software specs that you should ...
-
Send a Payment Request with My Flooring Link from RFMS Mobile
Use RFMS Mobile to send an order to a customer through My Flooring Link. The customer can review the order and make a payment online.For complete information about payment settings, the customer pa...
-
Viewing and Managing Credit Card Settings
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...
-
Share, Print, or Attach the PDF Document for a Quote or Order
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...
-
Create a PDF for your Quote or Order
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...
-
How to Manage Terms & Conditions and Report Customization
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...