A report of sales based on invoices alone is not expected to agree with the profit and loss report. This is because there are amounts on invoices that don’t affect sales, and transactions that affect sales that aren’t invoices. Here…
This FAQ will go over the trip history form in Dispatching. Trip history can be found by going to Dispatching > Trip History To find a specific trip, pick a date range or search for an order number. Double clicking…
This FAQ will go over how to set up the custom navbar in Customer Portal. Custom Navbar If the company has a website that is frequently visited or if a specific website needs to be linked for the customer’s benefit,…
This FAQ will go over how to enable and use the Fulfillment number pad. This makes typing quicker and easier on tablets and other touchscreen devices. To enable this, go to the browser settings and check the box for “Popup…
Depending on the user settings, the first screen as user will see when opening Fulfillment Pro will be the dashboard page. If it doesn’t auto-open, there is a button at the top of the pull list to open it. To…
This FAQ will go over how to do a credit card transaction import. Supported transaction types are: .xls, .xlsx, .csv, .qbo (QuickBooks Web Connect). These imports are done by going to Banking > Credit Cards List and clicking on the…
This FAQ will go over the browser settings in Fulfillment Pro. These settings are accessed by clicking the settings button at the top of the list and only apply to the current device. Settings Print Settings Receiving
This FAQ will go over the back ordering feature in Fulfillment Pro. Back Order When more of a product is ordered than is available, typically a back order is made for the remaining quantity ordered. Fulfillment Pro has built-in features…
Fulfillment Pro has the option to assign/view lots on lot-tracked inventory items. More information on lot-based inventory can be found here: Lot-Based Inventory (Track Coil Inventory By Coil ID) From the Pull List, click on an order that includes a lot-tracked…
When using Fulfillment Pro and pulling orders line-by-line, it can become difficult to tell if the product for a certain warehouse location is already being gathered by someone else. To help avoid having two people unknowingly working on the order…
