User contributions
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- 07:03, 22 November 2014 (diff | hist) . . (+149) . . N 3. Naming a Product (Created page with "When naming a product it is recommended to use a logical name that you and your employees can remember. Codes can be entered at a different location.")
- 07:01, 22 November 2014 (diff | hist) . . (+37) . . N 2. Creating a Product (Created page with "Inventory Module > top line "Product"")
- 07:00, 22 November 2014 (diff | hist) . . (+35) . . N 1. New Product Preferences (Created page with "Utilities > Preferences > Inventory")
- 04:41, 22 November 2014 (diff | hist) . . (+399) . . 4 Inventory
- 04:31, 22 November 2014 (diff | hist) . . (-33) . . 4 Inventory
- 04:21, 22 November 2014 (diff | hist) . . (+784) . . 4 Inventory
- 04:18, 22 November 2014 (diff | hist) . . (+31) . . 17 Inventory Advanced
- 10:28, 21 November 2014 (diff | hist) . . (+133) . . N 42. Discount Structure (Created page with "Utilities > Preferences > Sales > Discounts In the order from highest to lowest is how the discount will be applied to transactions.")
- 10:27, 21 November 2014 (diff | hist) . . (-1) . . 9 Sales (current)
- 10:26, 21 November 2014 (diff | hist) . . (+41) . . 9 Sales (→Overview)
- 10:24, 21 November 2014 (diff | hist) . . (-19) . . 9 Sales
- 10:24, 21 November 2014 (diff | hist) . . (+131) . . N 65. FX Products (Created page with "Product Card > either on the "Sell Price" tab or "Extra Buy Price" tab you will find the foreign currency section on the second box")
- 10:22, 21 November 2014 (diff | hist) . . (+65) . . N 64. FX Customer (Created page with "Customer Card > Accounts tab > Choose customer's foreign currency")
- 10:21, 21 November 2014 (diff | hist) . . (+57) . . N 63. FX Rates List (Created page with "Windows tool bar > Accounts > FX Accounts > FX Rates List")
- 10:19, 21 November 2014 (diff | hist) . . (+101) . . N 62. Foreign Currency Sales (Created page with "Utilities > Preferences > Sales > Sales Line Options > check the box that says "Use Foreign Currency"")
- 10:16, 21 November 2014 (diff | hist) . . (+27) . . N 60. Freight Integration (North America) (Created page with "EDI and Integration module.")
- 10:16, 21 November 2014 (diff | hist) . . (+32) . . N 59. Print Labels (Created page with "Sales > Print Address Label List")
- 10:15, 21 November 2014 (diff | hist) . . (+357) . . N 58. My Reports (Created page with "Within any report you may customize the report depending on your preference. Once you have done so, you may create a personalized report by clicking "Customize" at the bottom...")
- 10:12, 21 November 2014 (diff | hist) . . (-3) . . 9 Sales
- 10:11, 21 November 2014 (diff | hist) . . (+69) . . N 57. Sales Reports (Created page with "Reports (located at the bottom of the screen) > Sales > Sales Reports")
- 10:10, 21 November 2014 (diff | hist) . . (+300) . . N 56. Areas (Created page with "Areas are similar to departments but by using areas it does not track inventory. To create an area you can type within the "Area Number" box in the invoice which will bring yo...")
- 10:06, 21 November 2014 (diff | hist) . . (+33) . . N 55. Job Profitability (Created page with "Report > Jobs > Job Profitability")
- 10:00, 21 November 2014 (diff | hist) . . (+191) . . N 53. Costs on Jobs (Created page with "On a PO or Bill you can load a job by selecting a job on the line item of your product called "Customer/Job". On your Timesheet line item under "Job" you may then load the...")
- 09:57, 21 November 2014 (diff | hist) . . (+88) . . N 52. Creating a Job (Created page with "Customer Details List > Highlight customer > New Job (found at the bottom of the screen)")
- 09:55, 21 November 2014 (diff | hist) . . (+133) . . N 51. Customer Jobs (Created page with "You can use customer jobs when you are providing a type of service alongside your product or just providing service to your customer.")
- 09:54, 21 November 2014 (diff | hist) . . (+56) . . N 49. Refunds/Cash Sales/POS Sales (Created page with "You may find these transactions within the Invoice List.")
- 09:53, 21 November 2014 (diff | hist) . . (+90) . . N 48. Make Refund (Created page with "When you select "Make Refund" you are giving your customer a credit/refund on their order.")
- 09:52, 21 November 2014 (diff | hist) . . (+97) . . N 47. Customer Returns (Created page with "You can use this functionality when receiving returned items but not necessarily giving a refund.")
- 09:50, 21 November 2014 (diff | hist) . . (+47) . . N 45. Cash Sales (Created page with "Cash sales are used for sales that tender cash.")
- 09:49, 21 November 2014 (diff | hist) . . (+64) . . N 44. Group Discounts (Created page with "Customer Card > Discounts > second box labeled "Group Discounts"")
- 09:48, 21 November 2014 (diff | hist) . . (+223) . . N 43. Customer Special Price (Created page with "On the Customer Card > Discounts > once you have created products that have special prices against them you may now load those products on a quote. The quote will automaticall...")
- 09:42, 21 November 2014 (diff | hist) . . (+167) . . N 41. Product Discounts (Created page with "After setting up your customer types. You may now create separate product discounts based on client type. Product Card > Sell Price > Fill out extra sell price section")
- 09:38, 21 November 2014 (diff | hist) . . (+90) . . N 40. Discounts (Created page with "On your customer card click the "Discounts" tab. There you may enter a permanent discount.")
- 09:37, 21 November 2014 (diff | hist) . . (+111) . . N 38. Credit Limit Messages (Created page with "You will receive a message stating the amount of days your customer is passed due and the amount they are over.")
- 09:36, 21 November 2014 (diff | hist) . . (+161) . . N 36. Different Template (Created page with "On the invoice middle of the screen you will find a "Choose Template" box. Once checked you may now select which template you would like to use for that invoice.")
- 09:34, 21 November 2014 (diff | hist) . . (+150) . . N 34. Pick From (Created page with "On an invoice if you select "Pick From" which is located on top of the "Ship To" box. You can then have your items picked up from a separate location.")
- 09:32, 21 November 2014 (diff | hist) . . (+110) . . N 33. Shipping Address List (Created page with "They can be entered on the customer card by clicking the "shipping" button on the right hand side of the card.")
- 09:03, 21 November 2014 (diff | hist) . . (+178) . . N 32. Shipping Addresses (Created page with "When double clicking in the shipping address section of the invoice it will bring up a screen where you can create a new shipping address or select a predefined shipping address.")
- 09:02, 21 November 2014 (diff | hist) . . (+107) . . N 31. Adding Comments (Created page with "By double clicking in the comments field within an invoice you may add predefined comments to your invoice.")
- 09:00, 21 November 2014 (diff | hist) . . (+235) . . N 30. Transaction Sequence (Created page with "1.You must be under Detailed invoice list, towards the bottom of the screen you will see the transaction sequence button. 2.On the invoice if you right click on the top righ...")
- 08:58, 21 November 2014 (diff | hist) . . (+81) . . N 29. Invoice Back Order (Created page with "The number sequencing will auto-generate based on the first order number created.") (current)
- 08:56, 21 November 2014 (diff | hist) . . (+74) . . N 28. Invoice Back Order List (Created page with "On the Sales Order List towards the bottom of the screen click Backorders.")
- 08:54, 21 November 2014 (diff | hist) . . (+37) . . N 27. Entering an Invoice (Created page with "Sales > first line item click Invoice")
- 08:54, 21 November 2014 (diff | hist) . . (+193) . . N 26. Merge Sales Order (Created page with "You must be on the Sales Order detail list. Hold down CTRL when you select multiple sales order with the same customer. Once you finish selecting click Invoice towards the bot...")
- 08:48, 21 November 2014 (diff | hist) . . (+76) . . 25. Status
- 08:46, 21 November 2014 (diff | hist) . . (+64) . . N 24. Convert Sales Order to Invoice (Created page with "Once converted to an invoice the original sales order is locked.")
- 08:45, 21 November 2014 (diff | hist) . . (+65) . . N 23. SO Backorders Off (Created page with "Utilities > Preferences > Sales > check "Qty Only on Sales Order"")
- 08:43, 21 November 2014 (diff | hist) . . (+132) . . N 22. Sales Order Back Order (Created page with "A back order on a sales order is items that are not in stock and will remain on the back order list until your stock is replenished.")
- 08:40, 21 November 2014 (diff | hist) . . (+89) . . N 18. Inventory Verification (Created page with "It is used to verify your inventory and reorder if needed, after creating an sales order.")
- 08:38, 21 November 2014 (diff | hist) . . (+73) . . N 17. Quote to Sales Order (Created page with "In the middle of the quote you will find a button called "Copy to Order".")
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