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Created On: 08/16/2017
Overview The Column Section lets you add and remove what columns are shown on the current screen. Modifying a Column To modify your Lists Column click on the Gear icon on the Child List on the desired record (Sales Order, Ship Do...
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Created On: 08/16/2017
Overview The Filter List option section allows you to filter list results and only view the information that's critical to you, by setting the parameters for what information is shown. To modify your Filter Lists, click on t...
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Created On: 08/16/2017
Overview The Steps Profile List helps lay the groundwork for efficiently filling out your New Work Order forms, particularly if you have work processes where you are executing the same steps over and over. Adding steps to your Production ...
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Created On: 08/16/2017
Overview The Package Type function allows you to specify shipping dimensions for your packages. Packages are used to line items to boxes or pallets on Ship Docs . Adding a Package Type To access the Discount settings, click on the Gear ...
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Created On: 08/15/2017
Overview In order to ship your products through the software, you need to setup your company's Shipping Carrier Accounts by obtaining shipping rates from the 3 major carriers: FedEx, UPS and USPS. Adding a Shipping Carrier Account &nbs...
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Created On: 08/15/2017
in Admin Profile Lists Setting up Ship Methods within the Profile Lists in Order Time Inventory
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Created On: 08/15/2017
Overview Problem codes can be setup and later assigned to items that are being repaired on repair orders. Set up a repair Problem Code To access the Discount settings, click on the Gear icon in the upper right corner of the screen. Under the Ge...
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Created On: 08/15/2017
Overview
Warranty Types can be setup and later on assigned to items that are being shipped on ship docs and reviewed if the item ever comes. Use these to track the warranty and length a customer gets when shipping an item.
Create a Warran...
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Created On: 08/15/2017
Overview Attribute is a setting used to create a style matrix. Depending on your business model you can create as many style matrixes as needed. Attribute works in conjunction with Styles . A Style is a grouping of items that have...
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Created On: 08/15/2017
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 L...