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Creating a Remote Sale

Creating a Remote Sale

  1. In Director, choose the Pricebook module.

  2. Then, choose the Remote Sales option from the menu ribbon.

  3. Choose the New Remote Sale button.

  4. Enter A Sale Description and select OK.

  5. In the Remote Sales Details window, click the Add Item button.

  6. Add an item to the sale using the Find Item window.

    1. Choose UPC, Description, or Vendor Part from the Find Items By dropdown.
    2. Enter the UPC Description or Vendor Part into the search box.
    3. Click Find to search for the item, select the correct item from the search results, and click OK.
  7. Enter the Qty to Sell in the box and select OK.

  8. Repeat steps 6 and 7 until all items are added to the remote sale. 

  9. Click the Close Button on the bottom right of the Remote Sales Details Screen. 

  10. You’re now ready to finish the sale at the POS.

    Continue to the next portion of this document for POS completion!