The Sales Screen: More Features

You can assign tasks to various departments directly from the sales screen.

If you have the AutoScheduling module enabled then FastManager will automatically assign tasks for this order.

• However, you manually can edit or add tasks from the sales screen.

To access tasks for an existing order, click on the Tasks button at the top of the sales screen:

You can also access this screen from the Job Board:

You can attach any number of files to the work order.

You can attach any type of file.

Examples of files you may want to attach:

• List of names for personalization
• Correspondence that relates to the work order.
• Drawing and scanned sketches that the customer made about his art requirements.
• Copy of signed art approvals

You can receive deposits and payments directly from the sales screen.

From the Sales Screen, click on the Payments button.

• You can select if you want to take a new payment or apply an existing open credit to the current work order or invoice.
• You can select to only apply part of the paid amount to this order and then leave the balance as an open credit.
• Click Save to commit or Cancel to exit without taking the payment

If a customer has an open credit with your company, you can use all or part of that credit as payment for and invoice or as a deposit on a work order.

FastManager will display the balance for a particular order or invoice at the bottom-right of the sales screen.

• This balance is only for the currently open order.
• This does not mean that the customer has an outstanding balance with your company.
  • You may have an open credit for that customer that you can simply apply to this order.

FastManager will display if the customer as a whole has an outstanding balance in the bottom-left corner of the Sales Screen.

• You can click on that link and see a list of the current as well as the past due balance.
• You can further drill down to see which transactions make up that balance.
• If the transaction is an Invoice you can click on it to open it on the sales screen

To re-order is a snap. Simply open your previous order and click on the Duplicate button.

If you select Duplicate As ... FastManager will simply use your previous order as a template.

• This option will not bring across all the “Design Detail” history such as mesh counts, ink colors and thumbnail pictures.
• FastManager will also not automatically save the order and thus create an order number.
  • You can therefore exit before saving the order.

If you select the Re-Order As ... option then FastManager will bring across all the order detail including thumbnail pictures.

• You can select what detail FastManager will bring across from the Company Preferences screen.