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. Kit and Configurable Bill of Materials

    Overview Kits  are used to sell a group of items together. A kit is different than an assembly in that the Kit itself is not an item, whereas the assembly is an item . In other words, when you ship a kit, you are actually shipping the indivi...
  7. Create a Receiving Doc

    Overview Receiving Docs are transactions that show what Items have been shipped by the Vendor and actually received at your location.  There are three (3) ways to complete Receiving: Receiving without  Purchase Orders Receiving Docs...
  8. Complete an Inventory Adjustment

    Overview Inventory adjustments are increases or decreases made in inventory to account for theft, loss, breakages, and errors in the amount or number of items received.  Complete an Inventory Adjustment  The Create New Adjustment ...
  9. Generate a Work Order

    Overview A W ork Order is a task or a job for a customer, that can be scheduled or assigned to someone. Such an order may be from a customer request or created internally within the organization.  A W ork Order may be for products or ser...
  10. Video - Purchasing, Receiving & Selling Inventory

    This video describes how to create purchase orders and then receive inventory as well as creating sales orders & shipping inventory.