Knowledge Base

Accounts Receivable

• Accounts Receivable-3
• Manage Invoices

Create Partners

• Adding Addresses to existing Partner Accounts
• Adding Contacts to existing Customers
• Creating Partners

Inventory 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 to Purchase or Transfer
• Edit a Warehouse record to a Stock Part from Inventory Management
• Edit the Stock Record Supplier from Inventory Management
• Inventory Management
• Inventory Quick View
• Stock Allocations
• Stock Transactions
Show all articles ( 7 ) Collapse Articles

Production Management

• Daily Production Schedule
• Manage Production Batches

Purchasing Managment

• Create Purchase Orders from Requisition Management
• Creating Purchase Orders from a Production Batch
• Creating Purchase Orders from confirmed orders
• Edit stock items
• Purchase Orders
• Receiving Management
Show all articles ( 3 ) Collapse Articles

Sales Management

• Creating a Sales Team
• Creating Salespeople

Service Management

• Creating Service Teams

Shipping Managment

• Creating a Shipping Manifest
• Manifest Management
• Shipping Planner

Leads & Opportunities

• Creating a new Lead
• Creating a new Opportunity
• Using Tasks

Quotes & Estimates

• Create Projects

  • Project table format
  • Projects

• Placing and Confirming Orders

  • Confirming Orders
  • Entering Deposits
  • Order Tracking
  • Placing Orders
  Show all articles ( 1 ) Collapse Articles

• Create Quotes & Estimates
• Creating Invoices
• Global Changes
• Set Customer defaults
Show all articles ( 1 ) Collapse Articles

Customer Discounts

• Adding partner groups
• Part Families
• Partner Line Discounts and Partner Group Line Discounts