Applying a Referral to an Estimate

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Applying a Referral to an Estimate

 

Overview

This article explains how to indicate on an estimate the method in which the customer was referred to your shop. It assumes that referral codes have already been set up in the Configuration module.

 

Instructions

From the StockTrac® main menu, go into the Point-of-Sale module.

Click the New Ticket button to start a new estimate.

Either retrieve an existing customer or add a new customer. You will see a screen similar to the following:

 

KB1008 A

Choose the referral method for this customer and click OK.

For more information on how to edit these referral methods, see the related topic link below.

 

RELATED TOPICS:

Searching for New Customers That Came In During a Specific Time Period

Setting Up Referrals

 

 

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