Fast Track Sales in ReoQuote

Background

Fast-track sales allow staff to bypass the manual process of creating a schedule, manifest and invoice for walk-in customers who wish to purchase stock products for collection. For cash sale customers, payment must be received prior to processing a fast track order.

Before you begin

Ensure you are logged into the Elda(Chrome) ReoQuote Application. See our article Getting Started with ReoQuote for more.

Fast Track Sales in ReoQuote

1. Open the ReoQuote application

2. Select the customer and customer job account required.

Follow our article Creating a new ReoQuote on creating a new job and allocating a customer and job account.

3. Enter the details of the sale in the Quote Description and Purchase Order Fields

4. Proceed to enter in the stock products the customer requires.

Follow our article Entering Products into a ReoQuote on how to enter products into ReoQuote.

5. Proceed to enter the Delivery Details – The delivery date, must be the current date selected with the Ex-Works check box ticked.

6. Allocate the Fast Track Carrier as the Ex-work site in which the order is being collected from and again for the Deliver From field. This will ensure the order is proceed through the correct branch and the products are removed from the correct sites stock on hand.

7. Proceed to the contact details tab and fill in the required customer information – if it is not automatically populated.

8. For Cash Sale Orders - Proceed to the Payments Tab and enter the payment amount and type. If the payment was made via an online bank portal or etfpos machine, ensure to enter the receipt reference number in the allocated field.

9. Once payment has been received, tick the payment received check box.

10. Proceed back to the Customer Details tab. If all the required information has been entered correctly, the system will advise weather or not the order maybe fast tracked.