Updated
Videos Updated from Demo1
- Manually Creating, Publishing, and Sending Sales Order Invoices
- Create a Shipment from a Sales Order, Print Paperwork and Labels
- Creating an On Account Payment for a Customer
- Quickly Check Inventory Levels of an Item or Part
- Moving Inventory from the Items > Lots Page
- Reviewing Journal Entries; Manually Creating Journal Entries
- Quick Entity Creation - Sales Orders, Purchase Orders, Quotes, Customers, Items, etc.
- Including Add Ons with a Quote, Sales Order, or Purchase Order
- Receiving a Credit Card Payment on an Open Customer Invoice
- Sales History of a Customer
- Viewing Tracking Details of a Shipment
- Using the Picker Tool
- Manual Tax Overrides
- Setting Reconcilable Accounts; Clearing and Reconciling Transactions/Entries
- De-committing Items on a Sales Order or Shipment
- Attaching Files
- Releasing Allocated Inventory from a Shipment
- Finding Past Due Customer Sales Order Invoices
- Adding Line and Header Notes to Sales Orders, Purchase Orders, Quotes, and Work Orders
- Editing a Location within a Sales Order