QUICK STEPS
Navigate to the Cash and Carry section — separate from the standard quoting workflow, since no work order or scheduling is needed.
Attach the sale to the customer record (recommended, to maintain purchase history).
Select the pickup date and click Begin Invoice.
Add the materials being purchased, confirming unit cost and quantity — available inventory is visible since Cash and Carry pulls from stock.
Click Save Invoice.
Process payment (cash, check, ACH, or card).
Once paid, the system generates a payment receipt — email, print, or download as PDF.
Go back into the invoice and toggle into the work order.
If auto allocation is on, materials are already allocated; if not, click Skip to Pickup.
Process salesman commission if needed, then mark the job as Completed.
TIPS
💡 Cash and Carry is ideal for contractors, DIYers, or customers who already have their own installer.
💡 Keep inventory accurate at all times to avoid overselling.
Remember: Cash and Carry skips scheduling and full work orders — it's built for speed, but purchase history and inventory accuracy still matter.