Importing - Ship Doc
Purpose:
This import allows a user to import to create or edit the header of a Ship Doc or multiple Ship Docs all at once.
Required Fields:
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New Records: Is New, Customer, Location, Status, Ship To and Date
- Existing Lines: No
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- Importing Tips
- Importing - Assembly Item
- Importing - Barcodes
- Importing - Bin
- Importing - Bin Quantity Import
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- Importing - BOM EASY
- Importing - Non Inventory Items
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- Importing - Employee / Other Name
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- Importing - Item Vendors
- Importing - Job Item
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- Importing - Kit Item
- Importing - Kit Selection
- Importing - Lead
- Importing - Location
- Importing - Log
- Importing - Lot or Serial
- Importing - Lot or Serial No Quantity
- Importing - Manufacturer
- Importing - Package Item
- Importing - Part Item
- Importing - Purchase Order Easy
- Importing - Purchase Order Line
- Importing - Quote
- Importing - Receiver Line
- Importing - Related Items
- Importing - Reorder Point by Location
- Importing - Sales Order
- Importing - Sales Order Easy
- Importing - Sales Order Line
- Importing - Service Item
- Importing - Ship DocNew
- Importing - Ship Doc Line ItemNew
- Importing - TaskNew
- Importing - Transfer Line ItemNew
- Importing - VendorNew
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- Selecting an Item Group
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- Creating a Quote
- Vendor RFQ - Request for Quote
- Removing Quantity from a Ship Doc
- Create a Sales Order
- Enable Catalog Ordering
- Item Substitution on a Sales Order
- Sales Order Allocation
- Select Items to Ship
- Splitting a Sales Order
- Consignment
- Additional Fees
- Issue a Customer Refund as a Credit
- Credit Limits Explained
- Creating a Transfer from a Sales Order
- Shipping Estimation
- Ship Docs Overview
- Closing a PO or SO with an Open Quantity
- Auto Email Customers on Shipping
- Merging Customers
- Closing Open Orders
- Customer Returns
- Recalculate Pricing on Sales Order
- Creating Refunds and Partial Refunds
- Putting a Customer On Hold
- Assigning Sales Rep to Customer by Address
- Default Forms for Customers
- Fulfillment Batch
- Closing a Sales Order
- Duplicating a Sales Order
- See Can Make for Assemblies and Kits on Sales Orders
- Adding a Discount as a Line Item
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- Company Info
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- Linked POs and Drop Ship POs
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- Standard Cost Vs. Value Amount
- Receiver Allocation
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-
- Training - Creating a Disassembly
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- Video - Prevent Auto-Fill Quantity on Ship Doc
- Video - Preventing Sync on a Document
- Video - Order Time Importing
- Video - Viewing Existing Reports
- Video - Getting Started with Order Time
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