Short Videos

Creating New Work Orders

https://www.loom.com/share/5d0645ad0dd3437da883c6dc2e3ebbac?sid=c8ecdaed-2a28-4262-8093-0f7c13fa9899

Creating User Activities

https://www.loom.com/share/d25199eaa85c437db93c4d46df315b0d?sid=6ec6b168-96fc-4c5b-b7a4-28f718168037

Creating Custom Search Views

https://www.loom.com/share/11f12b923dfc4b198dbb092476572131?sid=99cdcb4e-617e-44bd-a9f0-f487dfd3bed4

Creating Order Templates

https://www.loom.com/share/144ccf96fffa49d1a0e5e42bb98cf09d?sid=a1c63864-ca97-4531-9a4a-526559836c0c

Create New Recurring Order

https://www.loom.com/share/1b3a796a52094ee3b3dec7e64f480d8a?sid=e620d057-262c-42ce-b7dc-5bde7e2d5810

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Basic report formatting in Report Designer

(example is on an invoice report)

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.

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.