Sarah Swinney
Articles
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Share or Print a Quote
Use the print and share options to create a customer copy of a quote. You can print it on paper, save it as a PDF, or email it to the customer. The options in this article control both how the quot...
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Header Information Reference (Quotes, Order, & Claims)
The Header section contains identifying and classification details for a Quote, Customer Order, or Claim. Most fields appear across all record types, though some are unique to specific workflows (f...
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Configuring Tax Settings
This article explains how to set up tax methods, rates, and exemptions in RFMS. It covers where tax settings are managed, how to configure city and store tax rules, how to manage exempt customers a...
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Tax Reference for Order Entry
This article explains how tax works in Order Entry. It covers the basic tax concepts used, when RFMS applies Sales Tax or Use Tax, and which settings affect the tax shown on an Order.Use this artic...
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Edit or Delete a Quote
This article focuses on the Edit and Delete functions in the Quotes screen used to alter a Quote record.Quotes can be updated at any time before they are exported to an order. Information related t...
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Copy, Relate, or Manage Quote Versions
Quotes can be duplicated or linked to other quotes to manage multiple versions for the same customer or job. These options help organize revisions, alternates, or related project proposals under a ...
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Navigating Order Entry Help Articles
The help content for Order Entry is broken down into multiple subsections. They are as follows: Setup & Configuration Customer & Sales Setup Workflow & Document Control Locations & Organization Pr...
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Modify Amp Connect Template in RFMS Online Services
Templates can be modified from within RFMS Online Services. Please keep in mind that you must be an Administrator to access this site. Below are the steps needed to modify a template. Sign in to ...
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Release Notes for Version 25 and Server-Side Releases
ATTENTION: Please check your Windows Operating System before installing updates.Windows Server 2012 and Server 2012 R2 are NOT compatible with RFMS starting with version 25.2.We strongly recommend...
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Understanding and Signing Up for ACH Transactions
Cyncly’s Payments Flex now supports ACH (Automated Clearing House) transactions through My Flooring Link, offering a cost-effective alternative to credit card payments. This system improves securit...