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Last Updated: 01/22/2019
in Sales Overview A customer is needed to generate a Sales Order. If a customer contacts you for a Sales Order, Quote, or you just want to add them as a Lead, the system allows you add a customer quickly and easy to your database. Adding a New Custo...
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Last Updated: 03/19/2021
in Production Overview Work orders are internal documents that specify the finished goods that need to be produced as well as the components required to produce them. You must first create one or assembly type items before creating work orders. Typically, an ass...
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Last Updated: 04/05/2024
in Onboarding Setup
Overview Document Status helps you control the movement of transactions through your work flow and they are available on all Transactions. The system comes prepackaged with a set of Statuses for each document Type, however, you can add an...
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This video describes how to create purchase orders and then receive inventory as well as creating sales orders & shipping inventory.
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Last Updated: 01/05/2021
in API Transactions Ship Doc Object Ship Doc is a transaction involved in the sales cycle. Like all transactions it is comprised of a Doc portion (Ship Doc) and one or more Line Items (ShipDocLineItem). ShipDocLineItem may optionally include o...
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Last Updated: 03/15/2024
in PurchasingWith Reorder Analysis, you can create purchase orders and you can use it as a planning tool.
Purchasing is considered the most challenging part of inventory management. Buying too much comes with high cost but buying too little may potentially lose opportunities and eventually, the business.
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Last Updated: 12/19/2023
in Warehouse Overview A cycle count is an inventory auditing procedure, which falls under inventory management, where a small subset of inventory, in a specific location, is counted on a specified day. Generate a Cycle Count The Create New Count module ...
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Last Updated: 08/30/2019
in Admin Company PreferencesLot Numbers & Serial Numbers
In the Lot / Serial #s preference, you will be able to manage your Lot Numbers & Serial Numbers.
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Last Updated: 10/21/2019
in Onboarding Setup Overview Your import file has columns that are specific to the List that you are going to use. To ensure that the import file will contain the correct set of columns, you need to export the list into your CSV viewer/editor. The steps for ...
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Last Updated: 10/24/2023
in Integrations QuickBooks OnlineSetting up QuickBooks Online to sync with Order Time Inventory