10X ERP Knowledge Base
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Getting Started & Navigation

  • Keyboard Shortcuts
  • Basic 10X ERP Overview
  • Quick Entity Creation - Sales Orders, Purchase Orders, Quotes, Customers, Items, etc.
  • Use Up and Down Arrows in Tables
  • Using the Quick Add Feature
  • Using the Support Beacon
  • Using Bookmarks to customize your 10X ERP experience
  • How to Reorder Columns on a Table
  • Adding Custom Attributes to the Summary/Details Tables
  • How to Show or Hide Columns and Data on a Table
  • Exporting Table Data in 10X ERP
  • Exporting an Accounts Payable, Check, ACH, or other Vendor Payment Run; Exporting Payment Totals by Vendor
  • Using Item Tags (Keywords) for Searching Line Items in Quotes and Sales Orders
  • How to Send (or Resend) Order Related Documents
  • Exporting Data and Using Pivot Tables in Excel or Google Sheets
  • Enhanced Search for Items During Sales Order and Purchase Order Entry, ASCII Ordering of Search Results
  • Searching & Filtering Data in 10X ERP
  • The 10X ERP Media Library

Categories

  • Accounting & General Ledger
  • Accounting Training Track 1 — Beginner
  • Accounting Training Track 2 — Intermediate
  • Accounting Training Track 3 — Advanced
  • Accounts Payable & Vendor Payments
  • Accounts Receivable & Invoicing
  • CRM
  • Customers & Contacts
  • Data Management & Security
  • Getting Started & Navigation
  • Integrations
  • Inventory, Lots & Warehouses
  • Items, Pricing & Cost Rules
  • Manufacturing & Work Orders
  • Onboarding — All Roles
  • Purchasing & Receiving
  • Purchasing Training Track 1 — Beginner
  • Purchasing Training Track 2 — Intermediate
  • Purchasing Training Track 3 — Advanced
  • Quotes & Sales Orders
  • Release Notes (2024)
  • Release Notes (2025)
  • Release Notes (2026)
  • Reporting & Analytics
  • Sales Training Track 1 — Beginner
  • Sales Training Track 2 — Intermediate
  • Sales Training Track 3 — Advanced
  • Shipping & Fulfillment
  • System Administration
  • Troubleshooting
  • Warehouse Operations Training Track 1 — Beginner
  • Warehouse Operations Training Track 2 — Intermediate
  • Warehouse Operations Training Track 3 — Advanced
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