SRA Features, SRA Training, SRA Updates
A new feature has been added to SRA. We call this feature “One Click.” When working within the equipment worksheet of SRA, a double click was required to open the “Customer Information”, “Worksheet Information”, “Equipment...
SRA Features, SRA Training, SRA Updates
When creating a worksheet, SRA can automatically create a unique quote/file name for that worksheet and quote. Previously, you had two format options to select from: 1. Sales person’s initials and a unique number, or 2. Sales person’s initials, the...
SRA Features, SRA Updates
SRA gives you the ability to convert your forklift quote worksheet to a custom proposal that is unique to dealer and manufacturer specifications. A new template option has been created so that you can add a picture of a forklift to the proposal as it is being...
SRA Features, SRA Updates
A new reporting feature has been added to the SRA forklift sales software for dealerships and manufacturers with SRA server installations. The new option will allow users to access worksheet data based on assigned reporting levels. Authorization levels determine the...