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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...
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Created On: 04/01/2026
in Importing
Importing - Sales Order Line
Purpose:
This import is designed to add lines or update existing lines on an Sales Order. For this to work he Sales Order MUST already exist so that the Sales Order number can be added as a field on...
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Created On: 03/30/2026
in Importing Importing - Sales Order Easy Purpose: This import allows a user to import to create the header of a Sales Order or multiple Sales Orders all at once. Required Fields:
New Records: Customer PO, Customer, Ship To, Item, qty
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Created On: 03/30/2026
in Importing
Importing - Sales Order
Purpose:
This import allows a user to import to create the header of a Sales Order or multiple Sales Orders all at once.
Required Fields:
New Records: Customer, Ship To
Exi...
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Created On: 03/30/2026
in Importing
Importing - Reorder Point by Location
Purpose:
This import type allows users to set the Reorder Point, Reorder Amount and Max Qty of an Item by Location.
Required Fields:
New Records: Location, Item
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Created On: 03/30/2026
in Importing
Importing - Related Items
Purpose:
This import type allows users to add Related Items to Primary Items and the relationship type.
Required Fields:
New Records: Primary Item, Related Item, Related Item T...
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Created On: 03/30/2026
in Importing
Importing - Receiver Line
Purpose:
This import is designed to add lines or update existing lines on a Receiver. For this to work the Receiver MUST already exist so that the Receiver number can be added as a field on the import...
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Created On: 03/30/2026
in Importing
Importing - Quote
Purpose:
This import allows a user to import to create the header of a Quote or multiple Quotes all at once.
Required Fields:
New Records: Customer, Ship To
Existing Lines: No
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