Counter Sales

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

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.

By |2020-09-17T14:52:15-07:00September 17th, 2020|0 Comments

Return Order Wizard

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.

By |2020-09-17T14:50:07-07:00September 17th, 2020|0 Comments

Reason Codes

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.

By |2020-09-17T13:54:06-07:00September 17th, 2020|0 Comments
Go to Top