🔐 1. Login to Till Portal

• Go to: Till Portal
• Username: [email protected]
• Password: Charlotte12!

📋 2. Create a New Offer

• Ensure you are in the Offer List View
• Click the ➕ New Offer button in the top-right

🧾 3. Fill Out the New Offer Form

• Set Package to: POS Nation App V.1 - and then the closest pricing model that matches Opportunity Details on Pricing (ie… Cash Discounting, flat rate, IC plus)
• Complete the required fields
• Click Fill and Modify

📝 4. Offer Details View

• If not editable, click the ✏️ Edit icon (top-right)

Required Fields:

• Contact Term: 0
• Customer Info: First/Last Name, Phone, Email
• Lane Count: Pull from Salesforce > Terminal/Lane Count