Helpful Resources
- New Version Release Notes
- Item Merge
- Creating a Report Schedule
- Receiver Allocation
- Changing the Default 'From' Email Address
- Partial Customer Returns
- Partial Vendor Returns
- Splitting a Sales Order
- Add Items from Open Purchase Orders
Additional Notes
- Turning on Catalog Ordering
- Company Preferences > Sales > Advanced tab > Enable Catalog Ordering (BETA)
- Make a Sales Order as normal, click on the CATALOG button to the right of the line item entry field.
- Explained the Replace Components button which can be found by going to View Full List and choosing the Bill of Materials List
- It's at the top-right, green button that says 'Replace Components
- Rule for modifying Items, do the modification or merge in Order Time FIRST, then merge or modify it in your accounting if you are syncing Inventory.
