Short Videos

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How to copy a standard report


How to remove a report from the Print/Email menu


Basic report formatting in Report Designer

(example is on an invoice report)


Troubleshooting why orders aren't showing on dispatch calendar


Customizing Search View Basics


Intro to Combined Invoice


Intro to Partial Invoice


What is a JIT Count?


How stock is depleted


Intro to Vendor Items


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 equipment from a customer back to inventory


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.



Creating a PO from a Service Order


Purchase Orders - Linking items from multiple service orders to one PO


Intro to setting up and using warehouses


Mobile Tech Preference Group Options


Using Price Books to charge special prices for specific service items


Using Price Books to markup all inventory by percentage, but not service items