Settings

FAQ - Can I Add My Own Department Item Groups?
Department Item Groups are a way to organize your department items to make them easier to find when adding them to quotes and orders. These groups can be customized to suit your business needs. ...
Fri, Aug 9, 2019 at 1:06 PM
FAQ - Why are My Order Due Options not Populating Correctly?
Back Order Due Options are a quick way to set due dates on items.  By default they set the due date for each department that would be required in order to meet the overall deadline. These dates a...
Thu, Apr 1, 2021 at 11:58 AM
FAQ - How do I change the Production Queue Order?
Back The order of your production queues is based on the sort order of the Queues on your Settings > Production page. To change the sort order: Step    &nbs...
Wed, Aug 11, 2021 at 2:29 PM
FAQ - What Does the Percentage in my Cut Scales Apply to?
Back Cut Scales allow you to reduce the cut price as the total number of cuts increases.  The No. of Cuts are calculated as follows: (No. of Pre Cuts per lift x No. of lifts) + (No. of Post ...
Wed, Nov 18, 2020 at 1:18 PM
FAQ - What Would I use Stock Tags for?
Back Tags are a great way to organize your stock for searching purposes. You can create as many tags as you need and you can add them to any stock you want to help you locate it faster. Some ...
Wed, Nov 18, 2020 at 12:34 PM
FAQ - How do I Remove a Duplicated Stock Attribute that has Associated Stocks?
Back There may be instances where a stock attribute (size, color, finish, and weight), has been duplicated and the duplicate needs to be removed. If the duplicate has stock associated, this stock...
Wed, Nov 18, 2020 at 12:34 PM
FAQ - What Would I Use Order and Item Tags for?
Back Tags are great way to identify and organize your orders and items. You can create as many tags as you need and multiple tags can be applied to an individual order or item. Note: Order/Ite...
Sat, Mar 27, 2021 at 10:27 AM
FAQ - Do I Need to Create all my Budget Periods?
Back Budget Periods are a set time frame that will be set for each occurrence of the budget. The Budget Period is determined by the Frequency set on the budget.  If the frequency is set ...
Fri, Mar 26, 2021 at 1:48 PM
FAQ - What are Budgets and How are they Used?
Back A Budget is a tool for tracking how much money has been spent against a set budget allowance for a specified time frame. It is ideal for use with school and hospital customers. The customer ...
Wed, Mar 31, 2021 at 12:23 PM
FAQ - What Happens if a User has Multiple Security Roles Assigned?
Back Security Roles can be created and assigned to users to control their level of access. Each parameter controls a specific section, panel or action.  If multiple security roles are assigne...
Wed, Nov 18, 2020 at 12:32 PM