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…
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…
This FAQ will go over how to merge Vendors or Customers. To merge a vendor or customer, go to System > Data Utilities > Misc > Rename and Delete. In this example it will be customer accounts merging. The delete…
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…
This FAQ will go over how to Update and Merge inventory Items/Product IDs. To merge an item, go to System > Data Utilities > Misc > Rename and Delete. The delete permission for items, vendors, or customers is needed to…
