Updated Articles

  1. Inventory Valuation Methods: Understanding FIFO, LIFO, and WAC

    Learn how to value your inventory correctly to impact your profits and tax liabilities. Explore different valuation methods like FIFO, LIFO, and WAC, and understand their implications on your P&L and balance sheet.
  2. Error 500 A critical Error has occurred

    When opening a details page like a ship doc or an item you may get the following the error Error 500 A critical Error has occurred This error may be caused by the following Deleting a custom field used in the layout The maintenance update o...
  3. ShipStation Error

    Error Message An error occurred attempting to update orders: Error in XML. Reason: The 'Country' element is invalid - The value '' is invalid according to its datatype 'StringExactly2' - The actual length is less than the MinLength value. ...
  4. How do I look up the Lot or Serial numbers that were used in the Assembly that I have already shipped?

    You can use the Inventory Movement Detail Report by Bin to see those lot/serial #s used to make the Assembly.
  5. Nested Bill of Materials vs. Steps

    Overview One of the decisions you will have to make is how to design your bill of materials particularly if you have multiple-production steps or sub-assemblies.  Nested Bill of Materials VS. Steps The basic option are: Include all sub-...
  6. Tracking Production done by 3rd Party Vendor/Supplier

    Learn how to track outsourcing processes with Bill of Materials for Assembly Items in Order Time. Follow these steps to create locations, steps, and allocations for sending inventory to a 3rd party vendor and receiving it back when the work is completed.
  7. Move line is no longer visible

    In order to sort / move lines on a sales order or quote, the 'View Type' must be set to 'Matrix View'   ...
  8. How to avoid creating and paying a bill twice?

    There may be times in your daily operations were you may be creating a Purchase Order in Order Time and paying for the bill prior to you receiving the items.   When you have this type of scenario you want to make sure that you are paying your bil...
  9. Associate Purchase Orders to Sales Orders

    A Linked PO is when you link a purchase order with a sales order.    One way of doing this is directly from the sales order .   At other times you will want to do this directly on the Purchase Order for multiple sales orders.     The Associate ...
  10. Record Types

    Record Types A Record Type defines the nature of a record. Customers  and Sales Orders are examples of Record Types. Each Record Type has one or more Properties,  also known as Fields. Properties will generally be things such as numbers  or ...