Order Entry and Customers

This article covers the web customer search. The intended use case for this feature is for a phone system, CRM,...

This FAQ covers the Scan Items form which can be found in Quotes, Orders, and Invoices. Location The scan items...

This FAQ will go over how to merge Vendors or Customers. To merge a vendor or customer, go to System...

This FAQ lists out all documents related to Customer Portal, as well as the Customer Portal demo.

This article provides an overview of the Production Capacity and Burden feature. After setting up the Burden on manufactured products,...

This article explains how to import line items into a transaction from a spreadsheet, including standard lines, model options, and...

This FAQ will go over how to show or hide the cost and margin on a transaction. These columns can...

A user is counted for any customer that logs into their Customer Portal account that month. A customer account can...

This FAQ will go over how to create customer web logins. The customer will use this login to access the...

This FAQ will go over how a customer would use Customer Portal to create a quote or an order. First,...