Session 3 covers additional sales workflows — Cash & Carry and change orders Use work orders and invoices from previous sessions as reference.
Session Learning Outcomes:
Complete a Cash & Carry transaction end to end.
Add a change order on a signed invoice without affecting existing payments.
Run through the full Core Workflow end to end from memory.
Pre-Session Prep:
Have a signed invoice with a partial payment made — for the change order demo.
Have a Cash & Carry example item set up in advance.
Have a "Cash and Carry" generic customer profile ready if demonstrating quick retail sales.
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