Sage Sync Resource Guide

PROCESSING RETAIL ORDERS

CONTACT CUSTOMER

Before contacting the customer, review the Retail Order Information. • Review the customer’s selections under Retail Order Details and under any Related RO’s • Utilize the phone number and email provided under Customer Information to contact

In the Retail Order, type or select a date from the calendar to enter the Customer Contact date. This is the date that you made first attempt to contact the customer. After the date is entered, click on Save Changes.

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