Credits can be applied when using the receive payments screen on an invoice, by selecting the “Apply Credits (F6)” button. The credits shown are posted negative invoices/credit memos and customer prepayments that have not yet been fully used. After that…
In Production, builds can be split into multiple lines which is useful when a build is produced in smaller packs, is partially completed at the end of the day, or when a substitute component is used for part of that…
In Production, builds can be split by labels instead of splitting the build into two separate lines. This allows builds to be easily split, while keeping the same amount of lines on the order. When this is enabled, builds can…
The trailer list is the list of trailers to choose from in Dispatching, which can be viewed by going to Dispatching > Trailer List. To create a new trailer, click the plus button on the right and fill in the…
The driver list is the list of drivers to choose from in Dispatching, which can be viewed by going to Dispatching > Driver List. To create a new driver, click the plus button on the right and fill in the…
To discontinue a batch of items, they must first have their stock set to zero. Once that is done, a list of those items on an excel sheet must be imported in a format that sets them to discontinued. Inventory…
The truck list is the list of trucks to choose from in Dispatching, which can be viewed by going to Dispatching > Truck List. Creating Trucks To create new trucks, click on the “Truck List” button in the header. From…
The ‘Trips’ menu item is used to see all trips, completed or uncompleted, for a selected day. The main use for this is creating trips for drivers in advance, so that if a driver is unavailable they can be removed…
Auto freight is a percentage of the order subtotal that is charged for freight. The freight percentage can be set at a company level, or per customer, and is applied when a ship via with that setting is selected for…
Requiring a ship to address is a setting that can be set on a ship via. More info on that can be found here: Ship Vias. Check out this FAQ for info on creating and editing ship-to addresses: Customer Saved…
