Category Archives: Lesson
Stay on top of COD sales
Because COD invoices are not treated as sales until paid use this function to manage and send COD invoices …
Batch post & archive invoices
Instead of posting invoices as you create them in Turn In, save time by posting them in batches …
Archive and manage files electronically
Manage files in the central repository …
Print FedEx/UPS labels & track shipments
Use the Shipping function to send products via FedEx or UPS, and track an order’s current location without leaving MR9 …
Print envelopes & labels from your MR9 database
Generate labels and envelopes with information from your MR9 database automatically included …
What is Prefill?
Instead of entering parties and services one at a time every time, use prefill to automatically add parties and/or services to an order or invoice …
Turning in parts & preparing invoices
A complex process made easier with guided turn-in and time-savers like prefiling order parties and services ordered …
What is an Entity?
Entities in RB are individuals, businesses, places, or discrete parts of your company, such as revenue centers or branch offices …
What is a Notes Log?
Notes Logs contain notes related to the record in which they are entered by a user or the system and are unalterable …
