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      2. Sales

      Select Pole Display

      What is a Pole Display and how to use this feature in Envision Cloud

      select pole display

      Pole displays allow you to turn a browser into a display. The browser may be a tablet, an extra computer, or a secondary monitor. You may create pole display devices in the Company Settings. If you have a single pole display, it will be automatically selected. If more than one pole display was created, you will be prompted here to choose which display to use.

      choose pole display-1

      Steps to Select and Use a Pole Display

      On the Pole Display Device

      1. Log into Envision Cloud.
      2. Hover over Sales on the menu bar.
      3. Select the Enter Pole Display Mode option.

        Sales > Enter Pole Display Mode

        enter pole display

      On the Sales Register

      Sales > Sales Register > Options > Select Pole Display

      1. Log into Envision Cloud.
      2. Hover over Sales on the menu bar.
      3. Choose the Sales Register.
      4. In the Options to the left side of the screen, click Select Pole Display option.
      5. Select the display you wish this register to use.

      When a sale is created on the sales register, the pole display will show the information for the client.