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Last Updated: 04/07/2026
in Reports Report - Role Access Issue: Certain Reports should only be viewable by users with specific Roles. Solution: Now there is the ability on all CUSTOM Reports to select which Roles have the permissions to view that report. Similar to how the...
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Last Updated: 04/07/2026
in Purchasing In Order Time you can add Charges to your Receivers. This allows you to account for Shipping Charges, Insurance, Duty and any other charges that may be associated with Receiving the Items and increase the costs associated with those Items.
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Last Updated: 04/01/2026
in Importing
Importing - Service Items
Purpose:
To Add or update Service type Items. If updating existing Items you must use the ID Method
Required Fields:
New Items: Name, Group, UOM (or UOM Set)
Existing L...
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Last Updated: 04/01/2026
in Importing
Importing - Sales Order Line
Purpose:
This import is designed to add lines or update existing lines on an Sales Order. For this to work he Sales Order MUST already exist so that the Sales Order number can be added as a field on...
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Last Updated: 03/30/2026
in Importing Importing - Sales Order Easy Purpose: This import allows a user to import to create the header of a Sales Order or multiple Sales Orders all at once. Required Fields:
New Records: Customer PO, Customer, Ship To, Item, qty
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Last Updated: 03/30/2026
in Importing
Importing - Reorder Point by Location
Purpose:
This import type allows users to set the Reorder Point, Reorder Amount and Max Qty of an Item by Location.
Required Fields:
New Records: Location, Item
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Last Updated: 03/30/2026
in Importing
Importing - Related Items
Purpose:
This import type allows users to add Related Items to Primary Items and the relationship type.
Required Fields:
New Records: Primary Item, Related Item, Related Item T...
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Last Updated: 03/30/2026
in Importing
Importing - Receiver Line
Purpose:
This import is designed to add lines or update existing lines on a Receiver. For this to work the Receiver MUST already exist so that the Receiver number can be added as a field on the import...
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Last Updated: 03/30/2026
in Importing
Importing - Quote
Purpose:
This import allows a user to import to create the header of a Quote or multiple Quotes all at once.
Required Fields:
New Records: Customer, Ship To
Existing Lines: No
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Last Updated: 03/30/2026
in Importing
Importing - Purchase Order Line
Purpose:
This import is designed to add lines or update existing lines on a Purchase Order. For this to work the Purchase Order MUST already exist so that the Purchase order number can be added ...