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.

By |2020-09-17T15:13:20-07:00September 17th, 2020|0 Comments

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.

By |2020-09-17T15:11:55-07:00September 17th, 2020|0 Comments

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.

By |2020-09-17T15:09:53-07:00September 17th, 2020|0 Comments

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.

By |2020-09-18T08:42:09-07:00September 17th, 2020|0 Comments

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.

By |2020-09-17T15:01:47-07:00September 17th, 2020|0 Comments
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