Monday, December 07, 2009

Quirks of EXPLORIS - Quotes and Cash ....


Some things in a new system will seem down right STRANGE and at least counter-intutitive. One such item is QUOTES BELONG to the PERSON who started them ... not to the person who finishes the SALE.

If you complete a quote and make the sale -=- the CASH must go into the originator's cash drawer!!! Not your cash drawer!!

We will have to repeat this - but for your sake I hope you remember on the 2nd NOTICE -- as I understand that Rhonda has applied for a gun permit ... or maybe these two items are un-related ?? But --why take that chance -- just in case!!

We will have to go thru the issue of -- IF the Originator Person is NOT WORKING --one option is to CANCEL the quote and re-bill -- then you become the Originator .../and the cash belongs in your cash drawer.

I will write this us as a requested BUG FIX-IMPROVEMENT ( #6004) -- but such changes are measured in Months or Years - not days ... so in the mean time -- keep Rhonda happy ( and reduce her ammunition costs ) -- and LEARN

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