Sarah Swinney

When you need to append an additional quote to an existing order use the Append to Order button when viewing a quote. Note: the quote cannot be in Edit mode, or this option will not appear. How To:...

While viewing a Pick Up order you can add an image or attach a PDF. You can optionally add a description to the attachment that will be displayed below the thumbnail.  Tip: Any attachments made fr...

The Point of Sale screen allows you to create a pick up order, search existing orders to view or edit the ticket, create a pick up document, and accept payment. A. Search by customer type and name...

The Dashboard screen is made up of four information blocks: Activity, Notifications, Tasks, and Appointments. Upcoming Appointments All upcoming appointments related to opportunities assigned to...

  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...

  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...

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...

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 ...

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 ...

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...