Glance Card
Getting Started with Rundoo · Transactions
Orienting: A Tour of Transactions
Find it in POS, read the tabs across the top, and remember the layout: customer on the left, sale on the right.
Get your bearings
1
Find it
It's the same spot every time you sell.
POS → Point of sale → Transactions
2
Read the tabs
One lane for each state a sale can be in.
New · Drafts · Quotes · Will call
3
Know the layout
It doesn't change from screen to screen.
Customer left · Sale right
The tabs, in plain words
- New for a fresh sale.
- Drafts for sales saved to finish later.
- Quotes for priced estimates.
- Will call for orders set aside for pickup.
How Rundoo names a spot
POS → Transactions → Drafts
Mode, then left tab, then top tab. A count like Drafts (7) is live, not part of the name.
Two sides to Rundoo: POS is your register, Admin is the back office. You'll spend your day on the POS side.
Up next: now that you've got the lay of the land, the next video gets the right customer onto the sale.
Customer on the left, sale on the right. · rundocs.com