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  1. RFMS Help Desk
  2. RFMS Core
  3. Order Entry
  4. Reporting & Analysis

Reporting & Analysis

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  • Quote Cost Comparison Report
  • Invoice/Acknowldgement Printing
  • Printing Quotes
  • Exporting Lines to a New or Existing Quote
  • Computer Generated Work Order Lines
  • Using the "Due" button as an AR Aging Report for Salesperson
  • What is the Baseline and Financial Progress
  • Exporting Related Quotes
  • Ad Source
  • Suspend Total Calculations
  • Getting a Report for Batch Print Estimated Job Cost
  • Dashboard - Sales Representative Comparison
  • Dashboard - Net Delivered Sales
  • Dashboard - Percent of Goal
  • Dashboard - Representative GP Rank
  • Dashboard - Gross Profit
  • Dashboard - Month to Date Sales
  • Dashboard - Monthly Sales Goal
  • Dashboard - Top 10 Products Sold (Past 90 Days)
  • Dashboard - Cumulative Goal vs Cumulative Net Sales
  • Dashboard - No Budget Message
  • Printing a Sample Status Report
  • Printing Messages on Quotes
  • Printing Commission on the Job Cost Sheet.
  • AIA reports
  • My Commissions Report
  • Quote Information Report
  • Reprint Job Cost Sheets
  • Batch Printing
  • Retainage Due
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