Settings - Presses


How to Setup a Digital Press


How to Setup a Wide Format Press


How to Setup an Offset/Perfector/Web Press




Settings - Department Items


How to setup Department Items


Dept Item Setup Example - Inline Half Fold


Dept Item Setup Example - Wide Format Installation


Dept Item Setup Example - Coil Binding


Dept Item Setup Example - Cartons




Settings - Job Templates


How to Setup a Job Template


Activating and Inactivating Templates




Settings - Integrations


Configuring Hot Folders



Settings - Custom Exports


Customers & Contacts


Orders & Items




Communications


How Documents Work


How Canned Emails Work




Point of Sale


POS Overview




CRM


Creating Customers


Updating Customers


Creating Contacts


Updating Contacts


Marketing Lists


Marketing Campaigns


Sales




Orders


Split or Partial Shipments



Items


Proofing Process




Production


Creating and Organizing Production Queues




Inventory - Stock


How to add a Stock


How to do a Price Update


How to a Bulk Update via Export/Import


How to Track Stock Inventory




Inventory - Customer Goods


Customer Goods - Overview


Finished Goods - Prepaid


Finished Goods - Not Prepaid


Shell - Prepaid


Shell - Not Prepaid


Customer Supplied - Prepaid


Customer Supplied - Not Prepaid




Accounting


How to Make a Payment


How to do a refund


How to Make an Entry


Processing a Credit and Refund


What is a GL?


GL Balancing


Accounting Best Practices


Accounting Reports to Pull




Troubleshooting


Price Testing Issues


Untracked GL Accounts on Closeout