Back You can print outsourced purchase order (PO) documents directly from the order view page. Step     Action   1.       Select {Orders} in the navigation menu on the left-hand side.   ...

Back You can print a packing slip document at the order level, but you need to create a shipment first. Step     Action   1.       Select {Orders} in the navigation menu on the left-hand sid...

Back You can send an email confirming the order has been shipped at the order level, but you need to create a shipment first. Step     Action   1.       Select {Orders} in the navigation ...

Back You can print a shipping label document at the order level, but you need to create a shipment first. Step     Action   1.    &am...

Back A Workorder for items can be generated in multiple ways including: Using the Actions menu on an Item view page Using vertical ellipses on the end of a row in the Orders > Items tab ...

Back At the order level, you can view an Activity log of void/unvoid, deleted/restored. and posted/unposted statuses. Viewing the Activity of an Order Step     Action    1.      On the o...

Back The method for replenishing Customer Goods varies depending on the type of good. On Customer Supplied goods, replenishment is done manually from the customer goods view page. (See Cust...

Back Customer goods must have a depletion template added before a good can be depleted. A depletion template is a pre-made order item that is copied to an order to deplete inventory values. Multi...

Back Smart Lists are an easy way to save common searches. A Smart List can be created from the following search pages: CRM > Customers CRM > Contacts Quotes/Orders (All quotes/order...

Back There are a few ways to edit an order, depending on the information you would like to edit. General Order Information or Locations General Order details (including order locations), c...