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130 results for “Pricing”
Documentation
How to Create Purchase Order
Use this workflow to create an issued Purchase Order for a vendor.
Documentation
How to Create Quote
Use this workflow to create a quote for an existing customer or prospect.
Documentation
How to Create Shipment
Use this workflow to post a shipment against an open Sales Order.
Documentation
How to Delete Inventory Item
Use this workflow to soft-delete an active inventory item so it no longer appears in active inventory lists and normal selection dropdowns.
Documentation
How to Edit Inventory Item
Use this workflow to update item master setup for an existing active inventory part.
Documentation
How to Edit Order
Use this workflow to update an eligible Sales Order from Open Orders.
Documentation
How to Edit Purchase Order
Use this workflow to update an existing Draft or Issued Purchase Order.
Documentation
How to Enter Vendor Invoice
Use this workflow to enter a supplier invoice so PAX can track AP, vendor payment status, and PO accrual clearing correctly.
Documentation
How to Fulfill Non-Inventory Order
Use this workflow to complete open non-inventory Sales Order lines and create the related invoice lines.
Documentation
How to Generate Outside Service PO
Use this workflow to create an outside-service Purchase Order from work order outside-service steps.
Documentation
How to Issue Materials
Issue materials when a Draft work order is ready to consume component inventory into WIP.
Documentation
How to Log Labor / WIP to FG
Use this workflow to save labor, record scrap, receive finished goods, and complete a work order through the PAX WIP-to-FG process.
Blog
How to Move from Spreadsheets to ERP Without Shutting Down Your Shop
A practical guide for small manufacturers ready to move from spreadsheets to ERP. Covers data migration, team adoption, and going live smoothly.
Documentation
How to Print Invoice
Use this workflow to generate an invoice PDF for a customer invoice.
Documentation
How to Reactivate Inventory Item
Use this workflow to restore a previously deleted inventory item to active status.
Documentation
How to Receive Purchase Order
Use this workflow to record received quantities against an issued Purchase Order.
Documentation
How to Review Invoices
Use this workflow to find an invoice, check its status, review its lines and totals, and decide the correct next action.
Documentation
How to Review Open Orders
Use this workflow to review active Sales Orders and decide the correct next action.
Documentation
How to Schedule Cycle Count
Use this workflow to generate cycle count schedules for a selected inventory category.
Blog
How to Skip the Expensive and Time-Consuming ERP Training and Onboarding Process
ERP training can add weeks of time and thousands of dollars to implementation. See how intuitive design, clear docs, and Paxy AI help PAX users start without formal training.