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Created On: 07/06/2017
in Admin Profile Lists Profile Lists are complementary settings used to customize your transactions.
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Created On: 07/06/2017
in Onboarding Setup Overview The lists are the jumping-off points to all the records in the software. On the left side of the screen you can access any list using the Open Full List drop down menu. Full Lists A Full List provides direct access to your reco...
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Created On: 07/05/2017
Overview Tabs act as the major source of navigation within Details pages. Tabs are found on the bottom half of the page and the available tabs will vary depending on which Details Page you are working on. The Tabs have the same general opti...
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Created On: 07/05/2017
Overview In order to add new or edit existing records we use Editors . The major Entities and Transactions have their own Editors while " Child" entities have Pop-Up editors, accessed from its " Parent's " Details p...
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Created On: 07/05/2017
in Onboarding Setup Creating a User in Order Time Inventory
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Created On: 07/03/2017
in Onboarding Setup Overview A Details page is a landing page for an Entity or Document, for example Customers and Sales Orders have Details pages. You can access the Details pages Using the Lists or Recent Records on the side menu. Details Page Th...
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Created On: 07/03/2017
Overview The Main Menu is used to access the Home , Sales, Purchasing, Production, Warehouse and Reports pages. On the home page, you will be able to review scheduled activities for the day and task assigned to you or your team. ...
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Created On: 06/30/2017
in Admin Activities 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...