Using the App
Most comment answers based on users experience in app
- Creating a Sales Order - The Basics
- Creating an On Account Payment for a Customer
- Receiving a Credit Card Payment on an Open Customer Invoice
- Receive Customer Payment for Open Invoices
- Updating Company Accounting Settings, Including Default General Ledger Accounts
- Reviewing Journal Entries; Manually Creating Journal Entries
- Finding Past Due Customer Sales Order Invoices
- Manually Creating, Publishing, and Sending Sales Order Invoices
- Moving Inventory from the Items > Lots Page
- Adjusting On Hand Quantity of Items and Lots from the Item > Lots Page
- Creating and Publishing a Cycle Count (Inventory Count)
- Create an Assembly Item - The Basics
- Create a New Item - The Basics
- Quickly Check Inventory Levels of an Item or Part
- Releasing Credit Holds for Sales Orders
- Creating a New Customer Location within a Sales Order or Quote
- Including Add Ons with a Quote, Sales Order, or Purchase Order
- View Cost Rules of a Purchase Order Line Item
- View Pricing Rules & Pricing Rules Priority of Line Items in a Quote or Sales Order
- Adding Line and Header Notes to Sales Orders, Purchase Orders, Quotes, and Work Orders