Can I give just one customer a special price on an inventory item? You can specify special prices for individual inventory items for just one customer by entering the product in the customer’s ‘Pricing’ tab. Enter the product, unit of…
How do I set up an inventory item (like freight) so that the cost on the Order will be carried over to the cost on the Purchase Order? This can be a frustrating scenario when an incorrect cost keeps popping…
How do you tie a customer prepayment to a specific order? Receive Payments Buttons 1. Create an order. 2. Click on the Receive Payment button at the top of the order screen. 3. Then select the payment method and a prepayment…
Receive Payments Make Payments See also Returning Payments.
Customer contacts can be set up to record the contact at the customer who placed an order. Customer accounts can be set to require a contact before an order can be released, and can even be set so that a…
Statues and types are customizable text labels that can be shown on a transaction or customer. Statuses can be used to show other users what is currently going on with a transaction and types can be used to show different…
This first use for this feature allows for the creation of multiple commonly-used trim profiles that are not stocked to save time spent by an employee in entering an order. This is used for custom trim pieces only. Another use…
How can I move stock from one of my warehouses to another without creating an invoice for it? How can I do an inter-store transfer? Use the inventory transfer screen to move product from one warehouse to another. First open…
Issue: The quantity in the Lots Management window does not link to the Quantities in the Warehouse stock tab of the inventory item. In this example, our lot quantity was 100, and the quantity shown in the warehouse was 80.…
The ‘Special Pricing’ tab in an inventory item allows you to specify a price that is only valid for a certain date range, a unit of measure, and warehouse. Enter the unit of measure, date range, and the special unit…
