Counter Sales

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Counter Sales

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Daily Close

The Daily Close report in Insight Works Counter Sales allows managers to efficiently perform typical end of day tasks such as reconciling payments to the cash drawer and reviewing daily sales figures.
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Special Order Items

The Special Order Items in Insight Works Counter Sales provides users with a simplified approach to generate new items for product requested by the customer that are not currently set up in Business Central but can be procured from one of your vendors.
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Lost Sales

The Lost Sales in Insight Works Counter Sales allows users to capture information on sales that cannot be completed such as an item being out of stock or the specific item requested by the customer is no longer available.
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Price Overrides

The Price Overrides in Insight Works Counter Sales allows prices to easily be adjusted during the order entry process.
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Related Items

The Related Items in Insight Works Counter Sales alerts users for related and paired items during the order entry process. The order processor can inform the customer of the related items and quickly add them to the current order if needed.
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My Locations

The My Locations in Insight Works Counter Sales provides configurable lists by user for frequently, or exclusively, used locations. To set up your My Locations you can access your list from the role center page for the Counter Sales Order Processor or Counter Sales Manager roles.
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Enhanced Contact Search

The Enhanced Contact Search in Insight Works Counter Sales provides the user a tailored page to quickly search existing contacts.
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Enhanced Item Search

The Enhanced Item Search in Insight Works Counter Sales provides the user a tailored page to quickly search existing items.
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Price Check

The Price Check in Insight Works Counter Sales allows users to easily look up the sales price for a specific item based on the customer and quantity. Additionally, the user can quickly view item availability by location and create a new sales order for the customer with the item, quantity, and sales price included.
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Counter Sales Return Orders

The Counter Sales Return Orders page provides a listing of existing return orders and allows the user to update existing return orders or create new return orders.
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