The Product Recommendations tab is available in the Preferred & Ultimate editions of the Envision Cloud program. To upgrade, please contact our Sales Team at 800.231.9445 or email@example.com.
Retail items can be input on this screen to be recommended when this service is performed.
Select the "Add New" button to open a popup window to allow a product to be added. You may edit an item in this list by selecting the pencil, or remove an item by selecting the red remove symbol.
Add New / Edit Screen
Choose the product from the drop-down selection box. Optionally, you may enter a discount for the item and any notes that you would like to show. These notes show when the service is brought into the Sales Register.