Customer Contacts
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…
Jadon L Martin
Statuses And Types
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…
Model Drawings
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…
Inventory Transfers
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…
How to Fix out of Sync Lot Quantities
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.…
How do Inventory Special Prices Work?
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. To make these changes, the “Allow editing customer special/category prices” user…
Promotions
Creating A Promotion Promotions can be accessed by going to Inventory > Promotions. Then click the green plus to create a new one. This feature is used for creating sales for multiple items at once. Adding Items To A Promotion…
Inventory Pricing Columns
I am wanting to import Inventory Pricing information, but do not know the column name to which my data corresponds. Here is a list of field names from the Inventory Pricing table into which you are able to import. All…
Inventory Warehouse Fields
I am wanting to import Inventory Warehouse information, but do not know the column name to which my data corresponds. Here is a list of field names from the Inventory Warehouse table into which you are able to import. The…
Unit of Measure Column Names
I am wanting to import Units of Measure, but do not know the column name to which my data corresponds. Here is a list of field names from the Unit of Measure table. The Product ID and Unit of Measure…