Short Videos
How to copy a standard report
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Basic report formatting in Report Designer
(example is on an invoice report)
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Troubleshooting why orders aren't showing on dispatch calendar
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Customizing Search View Basics
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Intro to Combined Invoice
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Intro to Partial Invoice
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What is a JIT Count?
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How stock is depleted
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Intro to Vendor Items
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How to reduce inventory quantity using the reconciliation tool
- reducing qty in SME using reconciliation does not reduce inventory quantity in QB. You will need to adjust qty in QuickBooks as well.
- reducing qty in SME using reconciliation doesn't send a GL Entry to QuickBooks.
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Intro to returning equipment from a customer back to inventory
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Intro to returning stock from inventory to vendor
- You can only return available stock to a vendor. Stock that is reserved you cannot return to a vendor. First remove it from the order it is reserved on, then it will become available and you can add it to a vendor return.
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Creating a PO from a Service Order
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Purchase Orders - Linking items from multiple service orders to one PO
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Intro to setting up and using warehouses
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Mobile Tech Preference Group Options
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Using Price Books to charge special prices for specific service items
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Using Price Books to markup all inventory by percentage, but not service items
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