Sales Processing

Projects

Applies to: RollMaster (RM) CoreUse this article as a reference for the Lead ...

Web Order Maintenance

Applies to: RollMaster (RM) CoreUse this article as a reference for the Web O...

Sales Processing > Property Management/Builders Templates

Applies to: RollMaster (RM) CoreUse this article as a reference for the Prope...

Invoice Register History

Applies to: RollMaster (RM) CoreUse this article to view and reprint previous...

Sales Processing Part I Order & Quote Instruction Manual 12.31.21

Applies to: RollMaster (RM) CoreUse this article as a reference for the Sales...

Sales Processing Part II Instruction Manual 12.31.21

Applies to: RollMaster (RM) CoreUse this article as a reference for the Sales...

Lead Processing

Applies to: RollMaster (RM) CoreUse this article as a reference for the Lead ...

Sales Processing > Property Management Quick Order

PROPERTY MANAGEMENT / QUICK ORDERS:Property Management / Quick Orders is a st...

Sales Processing > Projects

PROJECTS:This module is available to all customers, but may only apply to com...

Sales Processing > Sales Processing Setup Programs > Salesperson Maintenance

SALESPERSON MAINTENANCE:Every individual who sells products and services in y...

Sales Processing > Sales Processing Setup Programs > Salesperson Draw Maintenance

SALESPERSON DRAW MAINTENANCE:This module will allow you to set up a true Draw...

Sales Processing > Sales Processing Setup Programs > Job Status Code Maintenance

JOB STATUS CODE MAINTENANCE:This module was added so that Job Status Codes co...

Sales Processing > Sales Processing Setup Program > Payment Type Code Maintenance

In order to record deposits/payments in Quote and Order Entry or Post Custome...

Sales Processing > Sales Processing Setup Programs > Initials Maintenance

INITIALS MAINTENANCE:This module will allow you to create Initials Records to...

Invoice Register

Applies to: RollMaster (RM) CoreUse this article to print and clear the Invoi...

Sales Processing > Sales Processing Reports Menu 1 > Open Order Report

OPEN ORDER REPORT:This report reveals much of the same information as the Ope...

Sales Processing > Sales Processing Reports Menu 1 > Sales Processing Reports Menu 2 > Sales Tax Reporting Details

SALES TAX REPORTING DETAILS & SALES TAX HISTORY:The Sales Tax Reporting Detai...