General

Articles

Activity Status
Overview  The Activity Status provides visibility for open and closed activities.  Activity Status  This function allow users have the ability to create custom statuses for activities. The Activity Status page allows you to create ...
Activity Type
Overview Activity Type is used to categorize various types of Activities within your company.      Properties Activity Type, also called Base Type tells the system what type of activity is referenced.  There are four base ty...
Item Group
Overview Item Groups are used to categorize Items .   An Item's Group also pre-defines certain properties such as Type, Unit of Measure and Accounts.  Creating Item Groups   To create an Item Group, from the Home Pag...
Units of Measure
Overview  In Order Time, Units of Measure (UOM) are used to define the measurement of the items. These Units of Measure will be used to accurately keep track of your inventory and allow you to properly perform conversions needed when Purchasin...
UOM Sets
Overview While the primary measure for an item dictates how it is stocked (most commonly an Each), it may need to be bought, sold or used in production with different measures. A Unit of Measure Set will define how your items are sold, purchased, a...
Account
Overview  Accounts are used to post financial transactions to your Accounting Software. Generally you manage within Accounts through your Accounting Software.  To access the Accounts function, Click on the Gear Icon (Top Right of the Scre...
Manufacturers
Overview  The Manufacturers profile list allows you to quickly give supplemental information on the Items in your database by identifying their Manufacturer.  To access the Manufacturer function, Click on the Gear Icon (Top Right of the S...
Class
Overview  Classes are used to departmentalize transactions and can also be used to categorize items and customers.   To access the Class function, Click on the Gear Icon (Top Right of the Screen)>Profile List>Class. Enter a Name ...
Currencies
Overview A business may enter into a transaction where it is scheduled to receive a payment from a customer that is denominated in a foreign currency or to make a payment to a supplier in a foreign currency.  Before any foreign currency ca...
Freight On Board (FOB)
Overview The Freight On Board (FOB) profile list allows you to establish a set of custom rules indicating at what point in the shipping process that you have fulfilled your obligations as a seller. Freight On Board set up To access the FOB ...
Terms
Overview  The Terms profile list serves as a storehouse for all payment terms you accept from your various customers and receive from vendors. It ties directly  to your Term drop-down list from your Sales Order , Sales Quote and Ship...
Employee & Other Names
Overview The Employees & Other Names is used to add time based employees and other names to the system.    Employees and Other Names are used on the Time Entry screen on Work Orders . The Employee / Other Names list works the same w...
Vendor Types
Overview The Vendor Types categorize your Vendors.  For example, to find out how much money you spent last year on outside subcontracting, all such Vendors will need to be grouped into the Subcontractors Vendor Type. Once on the Vendor Type P...
Attribute
Overview Attribute are used to create a style matrix.   Depending on your business model you can create as many style matrix as needed. Attribute works in conjunction with Styles .  A style is a grouping of items that have virtually th...
User Group
Overview The User Group is used to assign  Alerts to multiple users. Set up User Group To access the User Group settings, click on the Gear icon in the upper right corner of the screen. Under the General section, click on Profile Lists ...