To create a memo follow these steps.
From the BusinessMind home page, click on the plus icon and choose Record New Memos. (NOTE: Or you can access this from the Inventory link under the create new memos option.)
The memo entry screen will look something like this ...
Next fill in the basic information in the top section. Start with the To field. Begin typing the customers name. After you have typed at least 3 letters, the auto complete dropdown will appear with matches. Keep typing to narrow the matches and select one when ready.
Tip: If this is a new customer, you'll need to add them to Contacts first. You can momentarily open a new tab to do that by right-clicking on Contacts in the main navigation.
Delivery Info is usually the address associated with this memo, though, it is not strictly limited to that and can even contain delivery instructions. After you have selected the customer this memo is To, you may notice that the Delivery Info label changes to a blue link. This happens when the customer you selected has address information in their contact record. You can click this link to quickly copy one of their addresses into the Delivery Info field.
Adding line items to the memo
There are 4 ways to add items to the memo.
You can add lines manually one line at a time. An autocomplete drop down will help you quickly find and select items.
Use a barcode scan gun to add items. Just click the Barcode Scan button to set the screen to listen to your gun. Scan items and watch them appear.
Use an RFID scanner to add items. Click the RF Scan button and follow the prompts.
Use a batch file to add items. Prepare a file containing the item info to be memo'd and upload it using the Choose File option. This requires a file in a specific format. You can download a template file to get started with by clicking the light bulb icon near the upper left area of the screen.
On line items you can edit description, quantity, and price/discount.
Tip: Some fields are not editable unless you have a role which permits it. If you need to edit one of these but don't have permission, you can ask a member of your team who does to escalate your privileges for just this memo using the option in the gear menu at the upper left of the screen.
After you save the memo, the screen will update and you will be at the memo detail view.
From this screen you can:
Edit certain permitted fields
Generate a PDF memo
Append to this Memo (add to it)
Restock from the Memo (return to inventory)
These are a list of topics related to the full memo process.