Entering Servicings Manually

Modified on Fri, Jan 25, 2019 at 12:39 PM

  1. Find the correct store, and click Add Servicing


  2. Enter the servicing information for each display.
    1. Verify that the Servicing Date and Service Rep are correct
    2. For a District Sales account, don't remove all items on the display, or it will be closed and the store marked inactive.
  3. Go to the Invoicing tab and add each invoice.


  4. Use the Auto-Add Items button to enter the items onto the invoice.


  5. Verify that all information is correct, then click Save.
  6. The servicing has been entered, and will need to be posted like any other servicing.

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