Configure the Point of Sale Steps

Properly configuring the Point of Sale is crucial for effectively retrieving Estimates, Deposits, Archived Invoices, and other essential records.

To configure the Point of Sales Steps, from the left main menu, click on Sales > Configurations> Point of Sale Steps.

Please note that the steps should be configured by default, but you can verify them after your GoLive to ensure they are correct. Here are our configuration recommendations:

• Estimate
• Appointment
• Work Order
• Proposed and Rescheduled
• Proposed and Refused
• Deposit
• Awaiting Invoice
• Invoice
• Client Validation
• Internal Purchase
• Archived

Click on each step to configure it.

The info Tab of these will allow you to modify the Name of the step, the color and which steps to hide when you've reached this step (if necessary)

Estimate
For the estimate, on the Options tab checkboxes should be selected (according to your needs).

Work Order
To automatically move to the Work Order stage, select Automatically assign when printing a work order.
Reserve Inventory: It may also be beneficial to reserve inventory at this stage. 

Proposed and Rescheduled
Select Assign when proposed and delivered.

Deposit
Automatically assign when a deposit is created on the estimate should be checked.
It may also be beneficial to reserve inventory at this stage. 

Invoice
Select Automatically assign when the sale is invoiced.

Archived

Check Sale considered inactive.

Note: This option needs to be checked in order to be able to delete estimate.

History
Automatically assign when the sale is closed (checkout) should be checked.