Accounts Receivable

• Accounts Receivable

Add Address

• Adding Addresses to existing Customers Accounts

Add Contacts

• Adding Contacts to existing Customers

Add Sales partner

• Creating a Sales Partner

Add Sales team

• Creating a Sales Team

Create Leads

• Creating a new Lead

Create new Opportunity

• Creating a new Opportunity

Create Partners

• Creating Partners

Create Purchase Orders

• Creating Purchase Orders from a Production Batch
• Creating Purchase Orders from confirmed orders

Creating Invoices

• Creating Invoices

Creating Quotes

• Creating quotes

Creating Shipping Manifests

• Creating a Shipping Manifest

Customer Service Menu

• Parts Family

Daily Production Schedule

• Daily Production Schedule

Inventory Managment

• Inventory Quick View

Inventory Quick View

• Inventory Quick View

Manage Invoices

• Manage Invoices

Manage Production Batches

• Manage Production Batches
• Manage Production Batches

Manifest Management

• Manifest Management

Order Processing

• Confirming Orders
• Entering Deposits
• Order Tracking
• Placing Orders
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Pricing Groups

• Adding partner groups
• Partner Line Discounts and Partner Group Line Discounts
• Parts Family

Production Management

• Daily Production Schedule
• Manage Production Batches
• Manage Production Batches

Projects

• Project table format
• Projects

Purchase Orders

• Purchase Orders
• Purchase Orders

Purchasing Managment

• Add a supplier to a Stock Record from Inventory Management
• Add a Warehouse record to a Stock Part from Inventory Management
• Add stock items
• Create a Requisition for Purchase or Transfer
• Create Purchase Orders from Requisition Management
• Creating Purchase Orders from a Production Batch
• Creating Purchase Orders from confirmed orders
• Edit a Warehouse record to a Stock Part from Inventory Management
• Edit stock items
• Edit the Stock Record Supplier from Inventory Management
• Inventory Management
• Purchase Orders
• Purchase Orders
• Stock Allocations
• Stock Transactions
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Receiving Management

• Receiving Management

Requisitions

• Create Purchase Orders from Requisition Management

Sales Management

• Creating a Sales Partner
• Creating a Sales Team

Service Management Menu

• Creating Service Teams

Set Defaults

• Setting up defaults

Shipping Managment

• Creating a Shipping Manifest
• Manifest Management
• Shipping Planner

Shipping Planner

• Shipping Planner

Supplier Management

• Add a supplier to a Stock Record from Inventory Management
• Add a Warehouse record to a Stock Part from Inventory Management
• Add stock items
• Create a Requisition for Purchase or Transfer
• Edit a Warehouse record to a Stock Part from Inventory Management
• Edit stock items
• Edit the Stock Record Supplier from Inventory Management
• Inventory Management
• Stock Allocations
• Stock Transactions
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Using global changes

• Global Changes

Using Tasks

• Using Tasks