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Created On: 05/06/2026
in Importing
Importing - Vendor
Purpose:
The Vendor Import Type is designed to allow users to use the import function to add new or update existing Vendor records.
Required Fields:
New Records: Name
Existing R...
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Created On: 05/06/2026
in Importing
Importing - Transfer Line
Purpose:
This import is designed to add lines or update existing lines on a Transfer. For this to work the Transfer MUST already exist so that the Transfer number can be added as a field on the import ...
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Created On: 05/06/2026
in Importing
Importing - Task
Purpose:
This import type is designed to allow a user to import Tasks in bulk.
Required Fields:
New Records: Activity Type, Subject, Assigned To, Due Date, Status
Existing Record...
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Created On: 05/06/2026
in Importing
Importing - Ship Doc Line
Purpose:
This import is designed to add lines or update existing lines on an Ship Doc. For this to work he Ship Doc MUST already exist so that the Ship Doc number can be added as a field on the import ...
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Created On: 05/06/2026
in Importing
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:
New Records: Is New, Customer, Location, ...
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Created On: 01/19/2023
in Onboarding Items
Overview Companies operating outside of the United States that require a Purchase Tax Code can add the available field to the Item Editor Page Layout. Solution Go to Admin > Page Layouts Then find the row for the Item Editor and click the...
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Created On: 04/15/2026
in Production Creating a Step Issue In Bills Of Materials within Order Time each component is assigned to a Step. The steps are meant to act as a SOP in the production of that Finished Good. The Step ALSO is assigned a location. The Location of a Step determ...
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Created On: 04/07/2026
in Admin List Shading Rules Issue: Users have requested the ability to view lists and add color based on specific rules for their company. The idea is this would make it easier for users to identify which orders to fill first, priority of orders, etc ... ...
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Created On: 04/07/2026
in Reports Report - Role Access Issue: Certain Reports should only be viewable by users with specific Roles. Solution: Now there is the ability on all CUSTOM Reports to select which Roles have the permissions to view that report. Similar to how the...
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Created On: 04/01/2026
in Importing
Importing - Service Items
Purpose:
To Add or update Service type Items. If updating existing Items you must use the ID Method
Required Fields:
New Items: Name, Group, UOM (or UOM Set)
Existing L...