Carson Bowman

Carson Bowman

Location Filtering

This FAQ will go over how to filter records depending on the location for each user. Set Up First, go to Company Preferences > Inventory > Behavior, ensure that the Enable Location Filtering is checked. Customize Locations By Employee Go…

Uncomplete Builds from an Order

This FAQ will go over how to uncomplete a manufactured build from an order. This may need to be used for exported builds, as they cannot be uncompleted from the Recently Completed screen. Certain integrations, however, will allow purging from…

Merging G/L Accounts

This FAQ will go over how to merge G/L accounts To merge G/L accounts, go to System > Data Utilities > Misc > Rename and Delete. !! Be aware that once something is merged, there is no way to revert…