GEM-WORK / Operations
Retrieve Client's Estimate
From the Point of Sale, add the Client for which you would like to retrieve an estimate.
A pop-up window will ask: "This customer already has unfinished sales. Do you want to display them instead of creating a new one?" Answer Yes.
Select the estimate you would like to retrieve from the list by clicking on it.
Other articles on the subject:
Finding an Estimate Using the Recently Opened Tool
Finding an Estimate Using the Search Tool
Finding an Estimate Using the Vehicle Number
Posted
1 year
ago
by
Olivier Brunel
#70
315 views
Edited
1 year
ago