Layout G - how to salesorder

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Layout G

Banking

Write a Check from a Bank Account

Configurations

Take Pre-Authorized Payments with BASYS

Configurations

Configure Columns on a Document

Configurations

Upload Images (Bulk Item Image Upload)

Accounting

Memorize Journals

Accounting

Enter Journals

WMS

Use Stock Manager

Products/Services, WMS

Build a Kit/Assembly Item with WMS

Layout G 1/2 (slider)

Banking

Write a Check from a Bank Account

Configurations

Take Pre-Authorized Payments with BASYS

Configurations

Configure Columns on a Document

Configurations

Upload Images (Bulk Item Image Upload)

Accounting

Memorize Journals

Accounting

Enter Journals

WMS

Use Stock Manager

Products/Services, WMS

Build a Kit/Assembly Item with WMS

Products/Services

Break an Assembly Item (no WMS)

Products/Services

Build an Assembly Item (no WMS)

Layout G 1/2 (slider)

Products/Services

Perform a Stock Adjustment (no WMS)

Purchasing

Pay Bills with Credit Notes

Purchasing

Create Item Receipt from Purchase Order

Purchasing

Create and Pay Bill from Purchase Order

Purchasing

Create a Purchase Order from Purchase Quote

Purchasing

Create a Purchase Quote

Purchasing

Create Supplier Cash Purchase

User Controls

Add New Fields/Sections/Tabs

User Controls

Navigate Around the App (List, Document, Action)

User Controls

Use Shortcuts

Layout G 3/4

Products/Services

Perform a Stock Adjustment (no WMS)

Purchasing

Pay Bills with Credit Notes

Purchasing

Create Item Receipt from Purchase Order

Purchasing

Create and Pay Bill from Purchase Order

Purchasing

Create a Purchase Order from Purchase Quote

Purchasing

Create a Purchase Quote

Layout G 1/4

Purchasing

Create Supplier Cash Purchase

User Controls

Add New Fields/Sections/Tabs

Layout G (with C as starter)

Purchasing

Create Supplier Cash Purchase

Zaneta Trojnacka

November 15, 2023

User Controls

Add New Fields/Sections/Tabs

Zaneta Trojnacka

November 15, 2023

User Controls

Navigate Around the App (List, Document, Action)

User Controls

Use Shortcuts

WMS

Recieve Stock in the WMS (Goods In)

WMS

Perform Stock Action: Adjust

Layout G (with A as starter)

Purchasing

Create Supplier Cash Purchase

Zaneta Trojnacka

November 15, 2023

Read More

User Controls

Add New Fields/Sections/Tabs

User Controls

Navigate Around the App (List, Document, Action)

User Controls

Use Shortcuts

WMS

Recieve Stock in the WMS (Goods In)

Layout G (with load more button)

Purchasing

Create Supplier Cash Purchase

User Controls

Add New Fields/Sections/Tabs

User Controls

Navigate Around the App (List, Document, Action)

User Controls

Use Shortcuts

WMS

Recieve Stock in the WMS (Goods In)

WMS

Perform Stock Action: Adjust

WMS

Perform Stock Action: Move

WMS

Perform Stock Action: Transfer

WMS

Perform Stock Action: Load Pallet

Dropship

Change Shipping Status on Dropship Item (no WMS)

Configurations, Payment Processors

Setup and Enable Payment Processors

Uncategorized

Use Support Ticket History