Difference between revisions of "Short Videos"
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== How to copy a standard report == | == How to copy a standard report == | ||
| − | + | {{#ev:youtube| uUNP5VqN2X8 }} | |
<br> | <br> | ||
== How to remove a report from the Print/Email menu == | == How to remove a report from the Print/Email menu == | ||
| − | + | {{#ev:youtube| UlhcWT_hl78 }} | |
<br> | <br> | ||
== Basic report formatting in Report Designer == | == Basic report formatting in Report Designer == | ||
(example is on an invoice report)<br> | (example is on an invoice report)<br> | ||
| − | + | {{#ev:youtube| A4WDCZNDY48 }} | |
<br> | <br> | ||
== Troubleshooting why orders aren't showing on dispatch calendar == | == Troubleshooting why orders aren't showing on dispatch calendar == | ||
| − | + | {{#ev:youtube| smLzkuMvJcA }} | |
<br> | <br> | ||
== Customizing Search View Basics == | == Customizing Search View Basics == | ||
| − | + | {{#ev:youtube| O5gbnenlsaw }} | |
<br> | <br> | ||
== Intro to Combined Invoice == | == Intro to Combined Invoice == | ||
| − | + | {{#ev:youtube| kLvSfikaTd4 }} | |
<br> | <br> | ||
== Intro to Partial Invoice == | == Intro to Partial Invoice == | ||
| − | + | {{#ev:youtube| PoiJmQfSVHI }} | |
<br> | <br> | ||
== What is a JIT Count? == | == What is a JIT Count? == | ||
| − | + | {{#ev:youtube| FAZIi7C9CZA }} | |
<br> | <br> | ||
== How stock is depleted == | == How stock is depleted == | ||
| − | + | {{#ev:youtube| 8VQyV5tQTvQ }} | |
<br> | <br> | ||
== Intro to Vendor Items == | == Intro to Vendor Items == | ||
| − | + | {{#ev:youtube| eizmr30xiHg }} | |
<br> | <br> | ||
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<br>- reducing qty in SME using reconciliation does not reduce inventory quantity in QB. You will need to adjust qty in QuickBooks as well. | <br>- reducing qty in SME using reconciliation does not reduce inventory quantity in QB. You will need to adjust qty in QuickBooks as well. | ||
<br>- reducing qty in SME using reconciliation doesn't send a GL Entry to QuickBooks. | <br>- reducing qty in SME using reconciliation doesn't send a GL Entry to QuickBooks. | ||
| − | + | {{#ev:youtube| vCH19lxZFAo }} | |
<br> | <br> | ||
== Intro to returning equipment from a customer back to inventory == | == Intro to returning equipment from a customer back to inventory == | ||
| − | + | {{#ev:youtube| plPq-1MCGnc }} | |
<br> | <br> | ||
== Intro to returning stock from inventory to vendor == | == 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. | - 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. | ||
| − | + | {{#ev:youtube| qAwPUVhuEWo }} | |
<br> | <br> | ||
== Creating a PO from a Service Order == | == Creating a PO from a Service Order == | ||
| − | + | {{#ev:youtube| aY2kL9vQRCU }} | |
<br> | <br> | ||
== Purchase Orders - Linking items from multiple service orders to one PO == | == Purchase Orders - Linking items from multiple service orders to one PO == | ||
| − | + | {{#ev:youtube| mUiamTbT3EM }} | |
<br> | <br> | ||
== Intro to setting up and using warehouses == | == Intro to setting up and using warehouses == | ||
| − | + | {{#ev:youtube| HAc4LfTbCtE }} | |
<br> | <br> | ||
== Mobile Tech Preference Group Options == | == Mobile Tech Preference Group Options == | ||
| − | + | {{#ev:youtube| _6-DmMgRyps }} | |
<br> | <br> | ||
== Using Price Books to charge special prices for specific service items == | == Using Price Books to charge special prices for specific service items == | ||
| − | + | {{#ev:youtube| VbLweiuPRL8 }} | |
<br> | <br> | ||
== Using Price Books to markup all inventory by percentage, but not service items == | == Using Price Books to markup all inventory by percentage, but not service items == | ||
| − | + | {{#ev:youtube| 50kCn6gewn8 }} | |
<br> | <br> | ||
Latest revision as of 19:21, 4 January 2024
How to copy a standard report[edit]
[edit]
Basic report formatting in Report Designer[edit]
(example is on an invoice report)
Troubleshooting why orders aren't showing on dispatch calendar[edit]
Customizing Search View Basics[edit]
Intro to Combined Invoice[edit]
Intro to Partial Invoice[edit]
What is a JIT Count?[edit]
How stock is depleted[edit]
Intro to Vendor Items[edit]
How to reduce inventory quantity using the reconciliation tool[edit]
- 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[edit]
Intro to returning stock from inventory to vendor[edit]
- 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[edit]
Purchase Orders - Linking items from multiple service orders to one PO[edit]
Intro to setting up and using warehouses[edit]
Mobile Tech Preference Group Options[edit]
Using Price Books to charge special prices for specific service items[edit]
Using Price Books to markup all inventory by percentage, but not service items[edit]