Configure the Point of Sale Steps

It is essential to properly configure the Point of Sale steps in order to access Estimates, Deposits, archived Invoices, and more.

To configure these steps, start from the main menu on the left side of the application. Click on Sales > Configurations > Point of Sale Steps.

Please note that these steps should be configured by default, but we recommend you to verify them after your GoLive to ensure everything is set up correctly. Below are our recommended configuration steps:

• Estimate

• Online Appointment

• Appointment

• Work order

• Deposit

• Client approval

• Proposed and rescheduled

• Offered and declined

• Pending invoice

• Invoice

• Internal Purchase

• History

• Archived and deleted

Click on each step to configure them properly.

1. Estimate:
   For the Estimate step, nothing should be checked

2. Appointment : If you want the appointment step to be assigned automatically when you add an estimate to the Calendar select : Assigned automatically when appointment schedule.

   

3. Work order:
   To automatically move to the Work order step, select Assigned automatically when printing work order.
   It may also be useful to reserve the inventory at this step, but it is not mandatory. You can also check Set inventory to "Work in progress" status when the sale is at this stage.

4. Proposed and rescheduled:

   Select Assign when proposed and rescheduled

5. Deposit: 

   Assign automatically when a deposit is created on the estimate must be checked for the step to change if a customer has made a deposit

6. Invoice: 

   Select Automatically assign when the sale is invoiced

7. History:

   Automatically assign when sale is closed (checkout)

8. Archived and deleted: 

   Sale considered inactive. Take into consideration that this option must be checked to allow you to delete estimates and invoices