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.
The Enhanced Contact Search in Insight Works Counter Sales provides the user a tailored page to quickly search existing contacts.
The Enhanced Item Search in Insight Works Counter Sales provides the user a tailored page to quickly search existing items.
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.
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.
The Return Order Wizard in Insight Works Counter Sales provides order processors with a streamlined workflow for handling return orders. The Return Order Wizard can be accessed from the role center page for the Counter Sales Order Processor or Counter Sales Manager roles.
The Quick Scan page in Insight Works Counter Sales [...]
The Counter Sales Orders page provides a listing of existing counter sales orders and allows the user to update existing orders or create new orders.
The Take Order Wizard in Insight Works Counter Sales provides order processors with a streamlined workflow for order entry.
To configure the standard reasons for processing price overrides and capturing lost sales in Insight Works Counter Sales, navigate to the Counter Sales Reason Codes page.