Updated
Videos Updated from Demo1
- Adding Customer and Item Notes; Printing Customer and Item Notes on Quotes, Sales Orders, Work Orders, and Purchase Orders
- Manually Creating, Publishing, and Sending Sales Order Invoices
- Sales History of a Customer
- Reviewing Journal Entries; Manually Creating Journal Entries
- Including Add Ons with a Quote, Sales Order, or Purchase Order
- Receive Customer Payment for Open Invoices
- Quick Entity Creation - Sales Orders, Purchase Orders, Quotes, Customers, Items, etc.
- Adding Line and Header Notes to Sales Orders, Purchase Orders, Quotes, and Work Orders
- Viewing Tracking Details of a Shipment
- Using the Picker Tool
- Receiving a Credit Card Payment on an Open Customer Invoice
- Creating an On Account Payment for a Customer
- Setting Reconcilable Accounts; Clearing and Reconciling Transactions/Entries
- Quickly Check Inventory Levels of an Item or Part
- De-committing Items on a Sales Order or Shipment
- View Pricing Rules & Pricing Rules Priority of Line Items in a Quote or Sales Order
- Manual Tax Overrides
- Editing a Location within a Sales Order
- Using the Support Beacon
- Using the Quick Add Feature