Short Videos
Jump to navigation
Jump to search
How to copy a standard report
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