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Sales
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- Adding Leads
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- Tracking Number on Ship Docs
- Creating a Quote
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- Credit Limits Explained
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- Putting a Customer On Hold
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- Default Forms for Customers
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- See Can Make for Assemblies and Kits on Sales Orders
- Adding a Discount as a Line Item
Production
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- Kit vs Assembly Items
- Nested Bill of Materials vs. Steps
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- Create a Bill of Materials: In Depth
- Creating a Configurable Bill of Materials
- Creating a Step
- Generate a Work Order
- Tracking Work Orders
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- Creating a Reorder Analysis for Production
- Creating a Sales Order with a Linked PO & Linked WO
- Using Quick Build for Work Orders from a Sales Order
- Creating Work Orders for Multiple Sales Orders
- Creating a New Disassembly
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- Drill Down a Work Order
- Splitting a Work Order
- How to Create Production Orders
- Quick BOM Report
- Handling the Costs of Goods Sold account. How certain conditions may impact behavior and WO components
Warehouse
- Understanding Quantities In Order Time
- How Order Time consumes Inventory
- Complete an Inventory Adjustment
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- Complete a Value Adjustment
- Order Time and FIFO
- Inventory Aging
- Can Make in Reports
Purchasing
- Purchasing Cycle
- Vendors
- Creating a Purchase Order
- How can I enter my purchasing costs for my items in foreign currencies?
- Linked POs and Drop Ship POs
- Using Reorder Analysis
- Creating a Reorder Analysis for Purchasing
- Create a Receiving Doc
- Import Lot & Serial Numbers Onto Receiver Line Items
- Vendor Returns
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- Adding Charges After Receiving
- Add Items From Open Purchase Orders
- Standard Cost Vs. Value Amount
- Receiver Allocation
- Forecasts
B2B Portal
- B2B Portal Guide
- B2B - Adding a Portal
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- B2B - Setting up Payments for the B2B Portal
- B2B - Cart List
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- B2B - Emails and Logs
Payments
Reports
- Creating Reports
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- Sorting Reports
- Creating a Pivot Table Report
- Add Images to Reports
- Creating a Report Schedule
- Inventory Valuation 'At Date' Report
- Inventory Status by Item Table for the Bill of Materials Report
- Reports - Role Access
Rentals
- Rental Module
Repairs
- Enabling Repair Orders and Setting Repair Preferences
- Creating an Internal Repair Order
- Creating an External Repair Order
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  - Work Order API - A-Z
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Company Preferences - Sales

Last Updated: 07/28/2025 in Admin Company Preferences
Tags: sales company preferences settings price level price level rounding rounding customer price price levels to kits po unique multiple ship dates partial shipments sub of customer

Sales Under the Sales company preference, you will be able to manage various aspects of your sales order. Special attention should be given to this section. It will determine if you wish to have multiple ship dates, if you want a cus...
Webinar - Adding Price Levels & Discounts

Last Updated: 03/16/2021 in Webinars and Videos Past Webinars
Tags: volume discounts price level volume discount item volume discount product discounts discount percentage price customer price price levels price book price level type

Learn how to add price levels, explaining the types of price levels, adding discounts, and setting company preferences.

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