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How to Use Billing Groups in RFMS Mobile
In RFMS Mobile you can search and view, assign orders to, create new, and man...
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How to Edit the Cost of a Line Item and Include a Comment
If you have the permission to edit the cost on a line item, then you will be ...
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How to Adjust Costed Inventory through RFMS Mobile
The option to search and adjust inventory through Measure mobile is controlle...
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Create Digital Picking Tickets in RFMS Mobile
When needing to create a digital picking ticket from RFMS Mobile, the Create ...
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Inventory Move Requests
Inventory Move Request in RM RFMS Mobile allows you to search and request inv...
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How to Append Quote to Existing Order
When you need to append an additional quote to an existing order use the Appe...
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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. Th...
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Create a PDF for your Quote or Order
When Create PDF is selected the Presentation screen will show you the preview...
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Add a New Quote or Order
Create New Quote or Order From the Dashboard Screen or from the Order Entry s...
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Search for Quotes, Orders, or Estimates
This screen allows you to search Order Entry for quotes, orders, or estimates...
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How to Search and View Claims in RFMS Mobile
If your user permissions allow, you can search and view claims through the Or...
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Search and Add Products or Services to Quote or Order
There are multiple ways to add products or services to your quote or order. B...
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Editing Line Items
Note: The quote or order must be opened for editing before you can add or ed...
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Change or Edit Product of Line
Note: The quote or order must be opened for editing before you can edit line...
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Find Product Templates
How To: While editing a quote or order check a single line item that is a p...
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How to Reserve, Cut, or Request Inventory
This article covers how to reserve, cut, or request inventory while searching...
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Check Inventory
How To: While editing a quote or an order check a single line item Tap the L...
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How to Export a Quote to an Order
When exporting a quote to an order the quote must first be saved. Be sure to ...
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Open Product Details in a Quote or Order
Note: This action can be taken while the quote or order is in view mode or e...
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Edit Line Group
Note: The quote or order must be opened for editing before you can add or ed...
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Assign Area to a Line
Note: The quote or order must be opened for editing before you can add or ed...
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Adjust Line Quantity
Note: The quote or order must be opened for editing before you can edit line...
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Add and Edit Work Order Lines on a Quote or Order
Work order lines can be added to a quote or order when creating or editing th...
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How to Adjust Price of a Line Item
Make sure you are in edit mode of the quote or order. Then select a line item...
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Attachments
Images and documents can be attached to a quote or order via the Attachments ...
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Share an Order or Quote for Approval
Sharing a Quote or Order allows you to send a customized document to your cus...
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Customize PDF Document for Quote or Order
The Proposal document can be customized and shared with the client. Note that...
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Managing Samples Taken on Quotes
In RFMS Mobile you can mark product lines as having a sample taken. Multiple ...
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How to Post a Payment on an Order
Payment can be posted while viewing an order in Order Entry. Payment options ...