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Using the App

Most comment answers based on users experience in app

  • Update Vendor for ACH Payment
  • Sales History of a Customer
  • Attaching Files
  • Creating an Item Cross Reference (XREF) for a Vendor or Customer
  • Check Available to Make (ATM) for an Assembly Item
  • View Purchase & Receipt History from a Vendor
  • View an Item's Sales and Purchase History
  • Set Lot/Item Aging Requirements for a Customer
  • Using the Quick Add Feature
  • Editing a Location within a Sales Order
  • Creating a Quote
  • Quick Entity Creation - Sales Orders, Purchase Orders, Quotes, Customers, Items, etc.
  • Lot Allocation and Viewing Lot Details of an Order, Shipment, or Work Order Line
  • Use Up and Down Arrows in Tables
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