These two Settings are extremely important. With the help of these two Settings, the application is able to perform the correct validations and manage the products adequately, mainly from the Sales and Inventory module. Inventory-relevant product categories are categories where their product must be in the inventory to be sold. These types of products can, […]
Continue ReadingWhat is the “Minimum Selling Profit”?
The minimum profit at Sales is a Settings that you configure per product category and which prevents a seller from selling a product lower than this minimum. You must enter the minimum mark-up as a percentage. Let’s take for example a product that we paid $1 and in its product category, we indicated a minimum […]
Continue ReadingIn a sales order or a quote, is it possible to cancel a partial reservation of a product, so that the entire quantity wanted is placed on order?
Yes. To cancel a partial reservation, simply click on “Partial”, then in the window that opens, click on the red “X” to remove the reservation priority. Thus, the entire quantity needed can be ordered.
Continue ReadingHow do I generate an Inventory list by Category, Location, Supplier, or Branch?
From the inventory search, search by category, location, supplier, or branch, then click “Search All”. By clicking on “Print/Export”, it will be possible to generate a personalized export of the data.
Continue ReadingI am responsible for orders but I would like to see only my orders in the activity dashboard, what should I do?
In CRM -> Activity Dashboard click the “Extra filter” button at the top right of the window. Here, you can specify the user whose orders you want to see. If no user is specified, all orders will be displayed if you are an order manager.
Continue ReadingHow do I prevent my emails from appearing in the email history?
It is possible to enter email addresses that you wish to omit from the email history. Go to CRM -> Settings -> Email History.
Continue ReadingHow do I have multiple managers on notifications of uncompleted follow-ups?
It is possible to specify for each user the person responsible for monitoring activities in Settings -> Users -> CRM. This person in charge will receive the notifications of the follow-ups the were not completed by this user.
Continue ReadingI am unable to make a Service Supplier Purchase Order?
Make sure that “Is a labor or a service” is checked in Settings -> Product Categories -> Settings.
Continue ReadingMy direct deposit payment did not work, my banking institution is asking me to resubmit?
To forward a direct deposit, go to Suppliers -> Direct deposits & Checks. In this window, click the “Archive” button, and click “Resubmit Direct Deposit” next to the one that didn’t work.
Continue ReadingMy supplier says he does not receive my payment notice when I make his direct deposit?
In Suppliers -> Suppliers -> Contacts, you must enter the email address and select “Direct deposit” as the department.
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