The photo will end up in the customer’s (transaction) file as an attachment. If you have the CRM, you can consult the notes and attachments of the transaction in the “Activities” tab.
Continue ReadingWhen I try to scan in the Mobile App, the default camera is the front one, what should I do?
By clicking the “Camera” button, you can select the default scan camera of your smartphone.
Continue ReadingHow do I move unshipped quantity in Location Management?
It is possible to move the unshipped quantity from the mobile app.
Continue ReadingWhen confirming the routing in the Mobile App, I cannot find the deliverer in the list of Suppliers, what should I do?
You must ensure that the type of service provider for the desired deliverer is assigned to the deliveries from the data table, “Service providers” tab
Continue ReadingCan I create different Terms of sale for an invoice, a sales order, or a quote?
Yes, it is possible to create as many Terms of sale as necessary, via Settings > System > Invoicing (continued…). At the time of recording the condition, the system will allow us to determine what type it is (quote, sales order, invoice).
Continue ReadingWhen preparing deliveries and pick-ups, how do you change the location of an item included in a delivery note?
From the shipping dashboard, it is necessary to change the status of the delivery note to “Ready to ship” in order to be able to modify its location.
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 ReadingHow do I delete a credit in a Sales voucher?
Select the credit line by clicking on it, then click on the red “X”, above the detail lines, to delete the credit.
Continue ReadingHow do I refund by check?
A refund by check is made in 2 steps. First, record the refund in the transaction, by entering a credit (negative amount, eg -$1,000). Then, via “Accounting” > “Accounting entry” check “cheque”, then the general ledger account. Please note that you must use a debit ledger account. Once the information has been correctly entered, click […]
Continue ReadingIn a Sales voucher, how do you delete a NON-invoiced detail line?
In a sales order, to delete a non-invoiced detail line, simply double click on the line, then click on the red “X” above the detail lines. The line will be deleted and the items will again be available in inventory.
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