Sales (Orders, Quotes, Promotions, Point Rewards, Commissions)

Add an Order Flag - Overview
What’s an Order Flag? Orders are categorized automatically with a status such as open, open-Invoice-Full and Closed. These are generic statuses that don’t offer any detailed information about the varying stages of an order in a process. Order Flags are customizable statuses used to offer more detailed information about where an order is at in ...
Commissions - Setup/Configuration
Before you start: Set up the commissions GL accounts The default commission expense and commission payable accounts are set up using the Accounting Defaults screen. Open the Accounting Defaults screen (Administration > Accounting > General Setup > Accounting Defaults). Open the Accounts Payable tab. Default Commission (EXPENS...
Order Queues - Overview
Use order queues to replace the phone calls, faxes and guesswork that accompany order processing.  Every piece of information you need to move a transaction through the order process can be controlled and recorded within the Order Queue. Order Queues are used to capture and manage orders based on specific criteria.  Order Queues ONLY display O...
Point Rewards Program - Overview
Point reward programs allow customers to accrue points based on purchases and then receive rewards when an award level is reached or the program ends. You can also assign loyalty cards to customer accounts so that employees can scan the card at POS and pull up the customer’s account. Depending on how you set up the point reward program, the poi...
Sales - Overview
Order Invoicing Invoice an order, take customer payments, perform write offs, and cancel/void an invoice. Order Processing Create a sales order, assign serial numbers, and receive deposits on an order.  Adding Leads, Creating Quotes, Using Kits, Promoting Quotes to Orders Enter a lead, create a quote, and promote the quote into an order....
Unlock a Locked Sales Order
Problem: I am locked out of an order that said its locked by me. I am unable to find a way to unlock it. The system froze while in a service order about 15 minutes ago. I closed out of Evosus and tried re-entering the service order but received the same message.  I tried restarting my computer as well but I am still unable to access the order....
Receiving Action Items When Changes Made To Sales/Service Order
Problem: Manager, Supervisor, or Employee receiving action items when there are changes made to a Sales Order when they are not the Primary Sales Person associated with that Sales Order. Resolution: When a Manager, Supervisor, or Employee mysteriously start receiving action items when changes are made to a Sales Order when they are not the P...
Process a Layaway Order
A layaway order is where you put an item or service on a sales order and the customer makes payments on the order until the item is completely paid off, at which point the customer gets to take the item home.  Also helps track rent-to-own... You can also use this process to track your rent-to-own program. In this case, you just need to mark t...
Credit Memo Auto-Created for Customer Unenrolled in Points Reward Program
Problem:  Credit Memos for Points Rewards are Being Auto-Created after Customer has been Un-Enrolled from Program. Resolution:  Points Reward Programs can be set up so that points are accrued through Sales/Service Orders. In this scenario, if the customer has accrued enough points, a Credit Memo will be awarded when the order is invoiced and...
Trade-In Process
Part 1: Receive Trade-In Spa Sell New Spa and discount it for the value of the Trade-In using a "Trade-In"Discount Reason. Set the Discount Reason up under Administration>Sales>General Setup>Discount Reasons and use a unique general ledger account. Add the Trade-In Spa as a Stock type item to Evosus using a unique it...
Charge Shipping on Sales/Service Order
What is the best way to charge shipping to a customer? Is there an automated way to charge shipping based on home delivery or in-store pick-up? Currently, there is no automated feature that calculates and adds charges for shipping. Some clients calculate shipping based on mileage and they enter this charge on the items tab of the order in &quo...
Non-Serialized Equipment Tracking
Non-serialized items can be tracked as equipment for service maintenance and warranty purposes.  Non-serialized equipment tracking is similar to serial number tracking in that Evosus automatically adds the item to the customer's Equipment Profile and starts warranties when the item is delivered. Non-serialized equipment displays on the C...
Add a Sales Transaction Attribute Label
Use sales transaction attributes to collect demographic or pertinent sales transaction data. Sales transaction attributes are different from customer attributes because they are specific to an order.  Sales transaction attributes are added from within a customer order and generally contain equipment information or service performance informatio...
Add Sales Promotion
Create a sales promotion to set the pricing of one or more items for a specific period of time. The discount will automatically be taken off the order during the promotion time frame.  The promotion selling price will automatically be used unless the item is in a kit (the kit pricing overrides an individual item discount price) or if the custom...
Add Employee Sales Goals
You can set up and track employee sales goals as a sales management tool. Once the sales goals have been set up, managers and employees can quickly see their progress towards their sales goals by clicking My Sales Goals on the Employee tab of the main menu. An employee can have multiple sales goals for any date range and/or product lines. You...
Sales Goals - Overview
Sales goals can be set up and track sales goals for employees and stores. Employee - Once the employee sales goals have been set up, managers and employees can quickly see their progress towards their sales goals by clicking My Sales Goals on the Employee tab of the main menu.An employee can have multiple sales goals for any date range and/...
Add/Update Terms and Conditions
Set up the terms and conditions that print on customer and internal documents. You can also add an RTF document to the terms and conditions so that it prints whenever the specified type of document prints; however, any text entered in the Terms & Conditions setup screen will NOT print if an RTF document is associated.  It is not recommended...
Return Reasons
Return reasons are associated with returns so you can track why a product was returned. Create a new return reason Open the Search - Order Return Reasons screen (Administration > Sales > General Setup > Return Reasons). Click Add. The Add - Order Return Reasons screen appears. Description - Enter the return reason - for example...