Documentation Guide for Sales Clerk

Customers

1. Create customer accounts:  [Sales] Customers > Adding a New Customer

2. Changing customer contact information:  [Sales] Customers > Changing Customer Information

Sales

1. Quotes and pricing:  [Sales] Proposals > Overview

2. Create new sales order:  [Sales] Sales Orders > Entering a Sales Order   May limit the unprocess step, price changes below a designated threshold, and other advanced tools limited to the sales manager.  

3. Convert sales orders to proposal:  [Sales] Proposals > Optional Features > Convert sales orders to proposals

4. Create, price, and manage materials lists within a sales order:  [Sales] Materials Lists > Overview

Rentals

1. Create rental contracts:  [Sales] Rental > Rentals Contract > Creating a Contract

2. Billing Rentals:  [Sales] Rental > Rentals Contracts > Billing a Rental