Counter Sales

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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.

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

Customer Accounts

To configure specific customer accounts for cash sales processed at specific locations in Insight Works Counter Sales, navigate to the Counter Sales Customer Accounts page.

By |2020-09-17T13:52:31-07:00September 17th, 2020|0 Comments
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