Editing Inventory Setup
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== PO Syncing to QuickBooks options == | == PO Syncing to QuickBooks options == | ||
There are two options for how SME Purchase Orders sync to QuickBooks. | There are two options for how SME Purchase Orders sync to QuickBooks. | ||
− | <br>1) PO created in SME syncs to QuickBooks as a PO | + | <br>1) PO created in SME syncs to QuickBooks as a PO |
− | <br>2) Items received on the SME PO will be sent to QB on a bill for what you owe the vendor. | + | <br>2) Items received on the SME PO will be sent to QB on a bill for what you owe the vendor (preferred method). |
<br>Below is a video showing the two options. | <br>Below is a video showing the two options. | ||
− | <br> | + | <br><videoflash>9K5J9KmqIUs</videoflash> |
<br>Click the link below to see how to setup the option you select: | <br>Click the link below to see how to setup the option you select: | ||
− | <br> | + | <br>http://high5software.com/mediawiki/index.php?title=Default_Export_to_QuickBooks_Settings#Export_Options_for_Purchase_Orders |
== SMP_Item Passthrough Item == | == SMP_Item Passthrough Item == | ||
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== Inventory Setup Options == | == Inventory Setup Options == | ||
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<h3>SME Setup Options</h3> | <h3>SME Setup Options</h3> | ||
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<br>Click the link below to view inventory setup options in the SME Setup module: | <br>Click the link below to view inventory setup options in the SME Setup module: | ||
<br>http://high5software.com/mediawiki/index.php?title=Company#Inventory | <br>http://high5software.com/mediawiki/index.php?title=Company#Inventory | ||
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+ | <br>[[File:AutoDeliverAllocatedOnCloseSetting.png]] | ||
<br>'''Auto Deliver Allocated on Close''' - With this option checked, any material on an order with the Item Status of Allocated will be changed to Delivered when you close the order and stock will be depleted. This saves a step from having to manually reserve stock to deplete stock. | <br>'''Auto Deliver Allocated on Close''' - With this option checked, any material on an order with the Item Status of Allocated will be changed to Delivered when you close the order and stock will be depleted. This saves a step from having to manually reserve stock to deplete stock. | ||
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<h3>SQLink Setup Options</h3> | <h3>SQLink Setup Options</h3> | ||
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