Returns are processed from the Customer Detail Page for the customer on the booking through the Line Items Tab. Open the Green “Return/Transfer” button.
NEW FEATURE! Receiving a Refund Payment from a Vendor
We’re excited to announce a new and improved way to receive Vendor Refund payments directly into your Vendor account! This process integrates seamlessly with your normal deposit workflow, making it easier than ever to manage your payments.
Creating and Printing Batch Checks
Did you know that you can build a batch of checks off of open payables that you have?
Pick Ticket, Packing Slip, and Delivery Features
We know you all have created a plethora of Pick Tickets in your time, but we wanted to call attention to a few things you may or may not know about within Pick Tickets.
Easily Create Work Orders from Inventory!
There are numerous ways to create a work order but one of my favorite ways is directly from inventory. From inventory you can create work orders based on an individual line or as a Found Set.
New Work Order Features in Build 100!
We have some exciting changes for Work Orders that I wanted to share with you that became available in Build 100 in the Work Order Module.
How to Set Up Menu, Tab, and Layout Options for Job Codes
Within each organization at least one Full Access or Admin user has the ability to setup the layouts, tab and menu options that individual users within that organization can view.