Sarah Swinney
Articles
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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...
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Navigate to the RFMS Mobile Apps Help Center
Please use the links below to be redirected to our Mobile Apps help content. Link to the main Mobile Apps Help Center Link to RFMS Mobile content section
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24.1 Update Files for Product Sync Issue
These steps are to be followed only if your RFMS database is hosted and and your company has a current subscription with RFMS. This article contains the steps and update files for users experiencin...
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Journal Batch Entry in RFMS NEXT
When a journal entry needs to be made to fix an account or make an adjustment, use the Batch Entry feature. Add an Entry Tips: Debits and credits must balance before entries can be posted....