ProfitSystem Documentation

Prospect Worksheet

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ProfitSystem Documentation

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Accounting Integration
Accounting Integration
- Accounting Integration
- Accounts Payable Invoicing
- Export AP GL Form
- GL Export Report
- General Ledger
- Invoices Export Report
- Invoices Form
- Peachtree Integration
  Peachtree Integration
- Quickbooks Desktop Integration
  Quickbooks Desktop Integration
- Quickbooks Online Integration
  Quickbooks Online Integration
  - Exporting Invoices and Revenue
  - Getting Started with Quickbooks Online
Accounting Setup
Accounting Setup
- Accounting Classes
- Chart Of Accounts
- Closing View Change
- GL Transactions View Change
- Revenue Report Setup
- Tax Groups
- Tax Rates
- Accounting Setup Screen
  Accounting Setup Screen
  - GL Account Setup GL Accounts
  - GL Account Setup
Appointments
Appointments
- Appointments Overview
- Process No Show Appointments
- Prom Dressing Room Control
- Purge Old Appointments
- Resource Status Board
- Appointment Form
  Appointment Form
- Appointment Reports
  Appointment Reports
- Appointment Setup
  Appointment Setup
Automation
Automation
Cloud Forms
Cloud Forms
Consultant Follow Up Reports
Consultant Follow Up Reports
Customers
Customers
ECommerce
ECommerce
- Acuity
- BirdEye
- Custom ECommerce
- Kenect
- Podium
- Woocommerce
- BigCommerce
  BigCommerce
- Shopify
  Shopify
  - Using Shopify
- Syvo Ecommerce
  Syvo Ecommerce
  - Syvo Ecommerce
  - Syvo QOH Sync
- eStyle Ecommerce
  eStyle Ecommerce
Events
Events
- Event Form Extra Tab
- Event Form List Tab
- Event Form Event Tab
- Event Form Rentals Tab
- Event Form Spec Orders Pickup Tab
- Event Import
- Events Overview
- Register Rental Members Wizard
- Event Form Members Tab
  Event Form Members Tab
  - Attendant Registry
  - Event Form Members Tab
- Event Reports
  Event Reports
FAQ
FAQ
Fingerprint Reader
Fingerprint Reader
- Fingerprint Reader Setup
- Using The Fingerprint Reader
Fittings Alterations
Fittings Alterations
Getting Started
Getting Started
Import Data
Import Data
Inventory Physical Counts
Inventory Physical Counts
- Physical Inventory Overview
- Start New Physical
- Update Inventory
- Physical Count Entry
  Physical Count Entry
  - American Microsystems AML 5X00
  - CipherLab 8000
  - Create Validation File
  - Generic Scanner
  - Import Physical Count
  - Physical Inventory
  - Upload Physical Count
  - Using Notebook PC
  - Using a PDA to count
  - Validated Physical Inventory Entry
  - Portable Tricoder
    Portable Tricoder
    
    Portable Tricoder
    
    Programming a Tricoder
- Physical Inventory Reports
  Physical Inventory Reports
Inventory Retail and Rental
Inventory Retail and Rental
- Attributes
- Cost Factors
- Extra Charges
- How Do I Enter Inventory
- Images
- Inventory Categories
- Item Types Rental
- Markdown Codes
- Picture Perfect
- Print Tags Query
- Print Tags
- Promotional Pricing
- Season Codes
- Shipping
- Vendors
- Inventory Retail & Rental
  Inventory Retail & Rental
- Size, Color, Width Charts Overview
  Size, Color, Width Charts Overview
  - Color Charts
  - Matrixes
  - Size Color Width Charts Overview
  - Width Charts
  - Size Charts
    Size Charts
    
    Rental Size Charts included
    
    Size Charts
- Web Catalog
  Web Catalog
  - Web Catalog Customization
  - Web Catalog Overview
Letters, Email, SMS, Tags, Labels and Terms Editing
Letters, Email, SMS, Tags, Labels and Terms Editing
Marketing Tools
Marketing Tools
- Bulk Marketing
- Bulk Ub subscribe
- Constant Contact Email Marketing
- Get Form eMail Results
- Mailchimp Email Marketing
- Marketing Overview
- Mass Mailing
- View eMail Statistics
- eMail
- List Marketing
  List Marketing
Mobile App
Mobile App
- Getting Started
- Using My Dress BFF
Multi Store Integration
Multi Store Integration
- Multi Store Integration
- Transfers
  Transfers
MyInfo Customer Self Service
MyInfo Customer Self Service
Payment Plans
Payment Plans
- Payment Plan Form
- Payment Plan Overview
Payment Processing Integration
Payment Processing Integration
Pick up Inventory Physical Counts
Pick up Inventory Physical Counts
Pickup Lay away Inventory
Pickup Lay away Inventory
Prospects
Prospects
Purchase Orders
Purchase Orders
- PO Alerts
- Purchase Order Smart Link Overview
- Purchase Orders Overview
- Receive Purchase Order
- Stock Creating PO Overview
- Issue Purchase Orders
  Issue Purchase Orders
- Purchase Order Maintenance
  Purchase Order Maintenance
- Purchase Order Reports
  Purchase Order Reports
Register Operations
Register Operations
Rental Point of Sale
Rental Point of Sale
- Inventory Nuances
- Rental Price Programs
- Order Entry
  Order Entry
  - Damage Waiver
  - Events Rental
  - Rental Inventory Entry Overview
  - Rental Orders Form List Tab
  - Rental Orders Form Items Tab
  - Rental Orders Form Order Tab
  - Rental Orders Form Overview
  - Rental POS Getting Started
  - Retail Invoicing
  - ICR Forms Processing
    ICR Forms Processing
    
    Configuring Teleform for Form Processing
- Order Processing
  Order Processing
- Report & Support Data
  Report & Support Data
  - Auto Size Suggestion
  - Catalog Codes
  - Size Conversion
  - Package Pricing for Rental Orders
    Package Pricing for Rental Orders
    
    Accessory Package Price Group Codes
    
    Coat Package Price Group Codes
    
    Package Pricing for Rental Orders
    
    Price Group Codes
Rental Production
Rental Production
- Getting Started
- Rental Production Overview
- Production How to
  Production How to
- Production Concepts
  Production Concepts
  - Auto Processing
  - Benefits
  - Order Item STATUS
  - Production Concepts
  - Rental Inventory Status
  - What is a Invoice
  - Rental Inventory Availability
    Rental Inventory Availability
    
    Check Availability
    
    What is Availability
- Production Process
  Production Process
  - Assemble Orders
  - Check Overbookings
  - Print New Invoices
  - Print Picking Tickets
  - Print Statements
  - Production Documents
  - RePrint Invoices
  - RePrint Picking Tickets
  - RePrintPacking Slips
  - Rental Production Work Flow
  - Return Launder by Item
  - Return Items from Laundry
  - Return Sub Rentals
  - Return by Order (Production)
  - Send to Laundry
  - View Invoices
  - View Sub Orders
  - Wholesale Order Entry
  - Shipping Orders
    Shipping Orders
    
    Ship Hold
    
    Ship Orders
- Rental Inventory Physical Overview
  Rental Inventory Physical Overview
Reports
Reports
- Historical Reports
- Locate by Size Category
- Query Report Writer
- Reports Overview
- Store Status Web Page
- Customer Event Prospect Reports
  Customer Event Prospect Reports
- Daily Management Reports
  Daily Management Reports
- Financial reports
  Financial reports
  - ChargeITPro Batch
  - Daily Register Report
  - Deposit Listing Report
  - Gift Card Balance
  - Journal Tape Report
  - Payments by Type Report
  - Receipts Report
  - Revenue Listing Report
  - Taxes Report
  - Revenue Report
    Revenue Report
    
    Revenue Report
    
    WinPOS Revenue Report Posting
- Order Reports (Rental Orders)
  Order Reports (Rental Orders)
- PO Reports
  PO Reports
  - PO Costing
  - Purchase Orders Issued But Cancelled Report
- Pickup Lay Away Inventory reports
  Pickup Lay Away Inventory reports
- Production Reports (Rental)
  Production Reports (Rental)
- Rental Inventory Reports
  Rental Inventory Reports
- Retail Inventory Reports
  Retail Inventory Reports
- Retail Sales Reports
  Retail Sales Reports
Returns, Cleaning & Repair Tracking
Returns, Cleaning & Repair Tracking
SMS Voice Messaging
SMS Voice Messaging
Setup and Configuration
Setup and Configuration
- Customer Source
- Customer Types
- Departments
- Document Terms
- Event Types
- Localization
- Printers
- Roles
- Sales Associates
- Zebra
- Zip Codes
- Register Setup
  Register Setup
- Security & Actions
  Security & Actions
  - Actions
  - Security Groups
- Store and Wholesale Account Setup
  Store and Wholesale Account Setup
  - Group accounts
  - Region Codes
  - Store Groups
  - Store account Classes
  - Stores Accounts
    Stores Accounts
    
    Store accounts E commerce integrations
    
    Stores accounts Credit Card gift Card
    
    Stores accounts Details
    
    Stores accounts Email sms
    
    Stores accounts Extra Addresses
    
    Stores accounts Rental
    
    Stores accounts Shipping
- System Setup
  System Setup
Shipping
Shipping
System Maintenance
System Maintenance
- Credit Card Processors
- Data Check
- Debug Log
- Edit INI files
- Gift Card Editor
- Log
- New Query Base
- Open Data Folder
- Program Status
- Purge Functions
- Re Calculate All Ticket Balances
- Re Calculate Receipts for SA
- SMS Carriers
- Sequence Numbers
- System Maintenance
- Table Maintenance
- Unlock Options
- Update Event Date on ALL PO
- Validate GL
- Inventory Maintenance Utilities
  Inventory Maintenance Utilities
- System Tools
  System Tools
Tickets & Payments
Tickets & Payments
- Gift Cards
- Loyalty Program
- Tipping
- Veiw Ticket by Style
- Web Online Payment Options
- Payments
  Payments
  - Apply Payments Form
  - Credit Card form
  - Enter Payments Form
  - Payment Wizard Group Payments
  - Payments Overview
  - ChargeItPro Credit Card Form
    ChargeItPro Credit Card Form
    
    ChargeItPro Credit Card Form
    
    SnapPay
- Tickets & Sales
  Tickets & Sales
Time Clock
Time Clock
To Do
To Do
- To Do Management
Training Videos
Training Videos
- Training Videos

Prospect Worksheet

Action: PROSPECT

This report contains all the prospect contact information, as well as their interests and past and future appointments.

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