Using the App
Most comment answers based on users experience in app
- Setting up Automated Pickup Reminders
- Preparing to Use CRM Activities
- Preparing to Use CRM Opportunities
- Using the Audit to Investigate User Changes
- International Shipments that require AES ITN via Ship Tool
- CRM Leads Overview
- CRM Opportunities Overview
- CRM Activities Overview
- Preparing to Use CRM Leads
- Using Bookmarks to customize your 10X ERP experience
- Creating a Credit or Debit on a Sales Order
- Creating a Sales Order Return; Customer Return of Parts, Items, or Inventory
- Keyboard Shortcuts
- Custom Reports
- Label Tool Introduction
- Pay a Vendor, Paying Vendor Invoices
- Generating & Downloading a NACHA File
- Receiving Many PO's at One Time
- Setting Reconcilable Accounts; Clearing and Reconciling Transactions/Entries
- Using the Quality Check (QC) Tool Basics