Problem: How to enter a payment or preview an Invoice on a Roaming Workstation quote or sale that is locked

Summary

A sales rep using a roaming workstation may convert a previously synced quote to a sale in the field. When this happens, the new sale is automatically marked to be synced to the main system and locked. The sales rep will receive a message that the sale is locked if they try to open/edit the sale.  This article will describe how to apply a payment and print or preview an order confirmation even if the sale is temporarily locked. 

Instructions

• From within the software, Click on Customers from the Home Tab. 
  

• Locate the customer for the locked sale
• On the right hand side of the Customers tab, you'll see a list of all the quote/sales/orders associated with this customer.
• Select the locked sale by clicking on it once.
• From here, you can click on the receive a payment icon and enter the payment information. 
  

• Go back to the Home Tab and click on Sales.

• Locate the locked sale in the list.
• Click on it once to select.
• Click on the Order Confirmation or Invoice icon and select print or preview. 

Applies to:

• SalesPRO

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