Checkout settings are managed on a per customer basis and can be edited with the Bulk Update Blocks tool, see How to change or add Products, Customers, Contacts, and Vendors in bulk!
Navigate to the customer’s profile page, and select the“ Settings” tab!
Scroll down till you see the “Checkout settings” section.
Requires a Purchase Order to be input before each transaction. Rundoo keeps track of all Purchase Orders made under that customer and creates a drop-down list for your team to reference previous POs! You also have a chance to create a new one at the time of the sale!
Requires a job to be selected. If you have a customer who exclusively uses your business to help track their billing for their customers, you can leverage this feature to help keep their jobs in order. Same thing, like require PO, it will also create a drop-down list for your team to reference previous jobs! You also have a chance to create a new one at the time of the sale!
Buyers are going to be your customers’ contacts! To add more buyers, you would need to add more contacts under the Customer’s profile page > Settings > “Add new contact”
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Signatures are only captured when customers are charging to their accounts, not for credit cards or other payment tenders!
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When this is toggled on, Rundoo will request a signature from the recently used credit card reader!
If you’re not located near a card reader, you might notice that the page may take forever to process a transaction, or you may have sent it to another card reader located in another room.
