Popular Articles

  1. Sales Cycle

    Overview Revenue is the lifeblood of any business.  Having a well organized sales structure is imperative to success.  The following flow chart shows the path of a customer order though its various stages until closure. Below we describ...
  2. Create a Sales Order

    Overview A sales order is an order issued by a business or sole trader to a customer. A sales order may be for products and/or services. The Sales Order is a confirmation document sent to the customers before delivering the goods or services. ...
  3. Adding an Item

    Overview Any individual article or unit you buy, sell or use is considered an Item .  Items are the backbone of your company and they can be a service, a collection of items - Kit , an assembly , a regular part, a non inventory.  Add...
  4. Ship Docs Overview

    Overview Ship Docs are the ultimate sales transaction in Order Time.   It shows the items the customers purchased.  When inventory items are involved,  it is the Ship Doc that deducts inventory.      Below are the dif...
  5. Assembly and Creating a Bill of Materials

    As mentioned, a kit is different than an assembly in that the Kit itself is not an item, whereas the assembly is an item. But what if you want to allow the components of the bill of materials to change at the order time? For example, a make-to-order computer manufacturer may want to give a customer a choice of hard drives. This is where the configurable bill of materials is used.
  6. Production Cycle

    Overview Production is the process of combining raw materials or components and labor in order to manufacture, assemble or otherwise produce a finished product.      The key here is that whole is greater than the sum of its parts, me...
  7. Kit and Configurable Bill of Materials

    Overview * A Kit and an Assembly are not interchangeable. Please see Kits vs Assemblies for details. * Kits  are combining two or more items to send to a customer. The Kit itself is NOT an item. Kits The purpose of creating a kit is ...
  8. Adding Labor to a Bill of Materials

    Adding labor costs to your bill of materials will provide a more complete cost for the items you produce which in turns enables you to make better pricing decisions.
  9. Purchasing Cycle Updated

    Overview Purchasing is the process of buying goods and services from a vendor or service provider. The purchasing process can differ from one organization to another, but the key is that it should be orderly and the core elements should be establis...
  10. Company Preferences - Lot Numbers & Serial Numbers

    Lot Numbers & Serial Numbers In the Lot / Serial #s preference, you will be able to manage your Lot Numbers & Serial Numbers.