Team Srna
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New Sale
We've made selling things out in SRNA quick and easy! There are 3 steps to completing a sale: Entering the sale details ( Customer, Team member, Sale Type, Comments) Choose a method to add a produ...
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Homepage
General This is the page that will open when logging in to srna.me. There are quick shortcuts to new sale, search products, receive products and today’s reconciliation. Please regularly check the ...
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Configuring Your Profile
On your profile page, you will find all of your credentials along with a list of all the uncompleted compliances which need to be resolved. View full image here You can change your profile pict...
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SRNA Tools
This guide will help you gain a better understanding of the tools which are available to you in SRNA. View full image here The above image is what SRNA looks like on the dashboard page, in this ...
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User Groups
The user groups page details all the different user group permissions in SRNA with master having the highest permissions and sales having the lowest. On this page you can view, edit, create and del...
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New Repair
Setting Repairs Store Settings Note: In order to make changes to store settings you must have appropriate permissions To enable repairs head to the cog icon under your profile picture Select store...
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Connections Compliance
How to enable connections compliance Note: Only workers with appropriate permissions will be able to edit these settings. Also note, you cannot backdate compliance, this will only show compliances ...
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Setting Targets
In order to set targets in SRNA click on the set targets button in the top right of the tracker page. After clicking the button you will be redirected to the set targets page, here you will need t...
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Selling Common Items
This article details how to sell the most common types of items in SRNA. The items that you will learn how to sell are: Selling Accessories and products from stock Selling products (not from stock...
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Calendly Setup
What is Calendly?Calendly is an appointment scheduling service which takes all of the hassle out of booking in appointments, so you can say goodbye to all your missed opportunities because of socia...