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Last Updated: 08/30/2019
Overview In order to add new or edit existing records we use Editors . The major Entities and Transactions have their own Editors while " Child" entities have Pop-Up editors, accessed from its " Parent's " Details page. Create New Records ...
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Version 1.0.25 Released August 28, 2019 - Known issues fixed, improvements and new features added as follows: Action Description Improved Payments Apply Payments to multiple Sales Orders. Apply credits or Payments to sales orders or Shi...
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Last Updated: 05/31/2019
Overview The Main Menu is used to access the Home , Sales, Purchasing, Production, Warehouse and Reports pages. On the home page, you will be able to review scheduled activities for the day and task assigned to you or your team. The Side ...
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Last Updated: 05/31/2019
Overview In Order Time, Units of Measure (UOM) are used to define the measurement of the items. These Units of Measure will be used to accurately keep track of your inventory and allow you to properly perform conversions needed when Purchasing, Se...
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Last Updated: 05/31/2019
Overview The Activity Status provides visibility for open and closed activities. Activity Status This function allow users have the ability to create custom statuses for activities. The Activity Status page allows you to create new statuses fo...
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Last Updated: 05/31/2019
Overview Accounts are used to post financial transactions to your Accounting Software. Generally you manage within Accounts through your Accounting Software. To access the Accounts function, Click on the Gear Icon (Top Right of the Screen)>Profil...
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Last Updated: 05/31/2019
Overview The Manufacturers profile list allows you to quickly give supplemental information on the Items in your database by identifying their Manufacturer. To access the Manufacturer function, Click on the Gear Icon (Top Right of the Screen)>Pro...
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Last Updated: 05/31/2019
Overview The Employees & Other Names is used to add time based employees and other names to the system. Employees and Other Names are used on the Time Entry screen on Work Orders . The Employee / Other Names list works the same way as all othe...
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Last Updated: 05/31/2019
Overview The Vendor Types categorize your Vendors. For example, to find out how much money you spent last year on outside subcontracting, all such Vendors will need to be grouped into the Subcontractors Vendor Type. Once on the Vendor Type Profil...
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Last Updated: 05/31/2019
in Admin Activities Overview An Activity is a way to document an action that will or has occurred by one or more of your users. The primary activities are Event and Task . For example, if you want to remind a sales rep to follow up on an order, you would create a T...