Sarah Swinney
Articles
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How to Add Signatures to Office 365 Email Configuration
Follow these steps to allow your RFMS users to have their local office signatures applied to emails in RFMS when using the Office 365 email configuration. Create a word document with their signa...
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Adjust or Cancel Existing Purchase Order
Purchase orders (PO) that have an Open status can be edited or canceled. Edit PO Details From the Purchase Order screen search for the purchase order you wish to edit and check the box to select...
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How to Manage Group Permissions in RFMS NEXT
Note: With 1.7 all existing groups have been removed. New groups with permissions will need to be created and users assigned to groups in order for users to have access to NEXT will need to be...
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New Owner Dashboard in NEXT
The new owner dashboard offers customizable widgets so you can configure the dashboard in a way that works best for you. The changes made to this dashboard are sticky. When you switch to the Dash...
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Commissions in NEXT
Each salesperson must be assigned an active commission schedule. If commissions are not paid, either just disregard its information or enter 0.00 as the amount to be paid as commission. The syste...
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Finance Charges in NEXT
If finance charges are added to delinquent accounts, this routine should be run before printing monthly statements. Preview Finance Charges The first step is to compile a list of all accounts ...
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Create a Purchase Order in NEXT
From the Inventory screen submenu select Purchase Order (PO). The purchase order screen allows you to browse, create, and edit purchase orders. How to Create a Stock PO From the Purchase Order ...
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How to Download or Print Purchase Order Records
Purchase Order lists can be downloaded to a CSV file or Printed directly from RFMS Next. Choosing the Print button will print the results list exactly as seen on the screen. Note: Only records...
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Searching, Sorting, and Filtering Purchase Orders
From this screen search and browse purchase orders. In the Search box you can enter the Purchase Order (PO) number, store ID, supplier name, private style name, or private description. Enter your...
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How to Browse Customer Quotes in NEXT
Customer Quotes can be searched from this screen. The result list can be downloaded or printed. Individual orders can have notes and attachments viewed, added, or edited via the Communications Ce...