Short Videos

How to copy a standard report

How to remove a report from the Print/Email menu

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Basic report formatting in Report Designer

(example is on an invoice report)
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Troubleshooting why orders aren't showing on dispatch calendar

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Customizing Search View Basics

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Intro to Combined Invoice

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Intro to Partial Invoice

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What is a JIT Count?

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How stock is depleted

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Intro to Vendor Items

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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.
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Intro to returning equipment from a customer back to inventory

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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.
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Creating a PO from a Service Order

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

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Intro to setting up and using warehouses

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Mobile Tech Preference Group Options

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Using Price Books to charge special prices for specific service items

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