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. Assembly and Creating a Bill of Materials

    Overview 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 mak...
  5. 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...
  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. 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...
  9. 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 ...
  10. Selecting an Item Group

    Overview Selecting an Item Group is an essential function for defining your Item Characteristics. The Item Group will define whether the item will be tracked in inventory, and how it will be represented in your accounting books (i.e. Inventory part...