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158 results for “Inventory”
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.
Documentation
How to Manage Pipeline
Use this workflow to review, update, move, and close sales opportunities in the CRM pipeline.
Documentation
How to Manage Quotes
Use this workflow to print, email, edit, mark lost, or convert an open quote.
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 Perform Cycle Count
Use this workflow to start or continue a scheduled cycle count, enter physical quantities, save progress, and submit the final count.
Documentation
How to Print Invoice
Use this workflow to generate an invoice PDF for a customer invoice.
Documentation
How to Print Order
Use this workflow to print or open a Sales Order PDF from Open Orders.
Documentation
How to Print Packing List
Use this workflow to generate a packing list PDF for an invoice's related shipment.
Documentation
How to Receive Purchase Order
Use this workflow to record received quantities against an issued Purchase Order.
Documentation
How to Request a Feature
Use this workflow to ask the PAX team for a new capability or an improvement to an existing PAX workflow.
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.
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.
Documentation
How to Start a Return
Use this workflow to create an authorized RMA from a customer invoice.
Documentation
How to Verify Paxy Answers
Use this workflow to review a Paxy answer before making a business decision from it.
Documentation
How to View Shipment
Use this workflow to find a posted shipment and open shipment documents or export details.
Documentation
Invoice Detail Overview
The Invoice Details screen is used to review one invoice in depth and make approved changes to eligible invoice header fields or invoice line values.
Documentation
Invoice Report Overview
The Invoice Report exports invoice line items by customer for a selected invoice-date range.
Documentation
Invoicing Overview
The Invoicing screen is used to find customer invoices, review invoice status, open invoice detail, print invoice documents, print packing lists, and email invoices.
Documentation
Journal Entries Overview
The Journal Entries screen is used to review journal entry lines and post new balanced manual journal entries.