General Basics
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      The Dealers Tab

      A tutorial on how to utilize ActionFlow's Dealer Tab.

       

      Table of Contents

      • Intro (0:00)
      • Dealer Tab Overview (0:25)
      • Set Dealer Payment Terms (0:49)
      • Define Dealer CalcType (0:54)
      • Define Dealer Job Process (1:00)
      • QuickBooks ID (1:11)
      • Bill To Customer (1:20)
      • Discount Percentage (1:30)
      • On Hold (1:36)
      • Customers Under Dealer Tab (1:57)