Sales Training Videos
Welcome Tour
Welcome to Fuse 5.
Accessing with Firefox
Login info
Homepage info
Tabs and Icons
Fuse 5 Overview
General overview of Fuse 5 Point of Sale system
Login
Main Menu
Real-time performance
Fuse 5 Tech Support #
Tabs and icons
Create a Sales Order
Add an account.
Asking for customer info.
Saving info.
Create a sales order.
Vehicle info.
Product info.
Save / Print estimate.
Input Customer Info
Adding new customer information
Create account
Input customer info correctly
Dealer options
Saving the account
Create Sales Order
Account relationships
Saving a Sales Order or Quote
Saving a Sales Order or Quote
Vehicle info
Product info
Notes for installation
Save / Print / e-mail
Taking a Deposit
Accessing sales orders
Manage deposits
Add or return money.
Payment method
Apply deposit
Return deposit
Finalizing a Sales Order
Accessing a sales order
Verify vehicle information
Verify product information
Select Technician
Figuring Balance
Collect payment / Payment info
Finalize the order.
Searching Sales Orders
Searching for an sales order
By account name
Advanced search
Show all
Select by sales order #
Search by name / vehicle
Searching Inventory
Product Management
Search menus
Search by part #
Search by line code
Search from a sales order
If you don’t know the part #
Checking appointment schedule.
Open Calendar
Scheduled appointments
Schedule event description and notes
Scheduling Service Appointment
Calendar
Add appointment
Event name and description
Event schedule
Creating a Warranty Sales Order
Verify the issue
Locate previous sales orders
Find original product sale ticket.
Create warranty order
Notes
Save and print
Store Transfer Request
Verify product stock
Filing transfer request from website
Form info and submission
Creating a Store Transfer
Access from Fuse 5
Current transfer status
Create transfer
Location selection
Product quantity and info
Finalize or pending
Receiving Store Transfer
Locate pending transfer in Fuse 5
Verify and validate quantities
Save
Product Tracker
Purpose of product tracker
Data Tools / Tracker
Search options
Stock level changes
Generating a Sales Report
Purpose
Location
Options
Generate
By User
By Year