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130 results for “Pricing”
Documentation
How to Start a Return
Use this workflow to create an authorized RMA from a customer invoice.
Documentation
How to Update Work Order Overhead Rate
Use this workflow to update the hourly overhead rate used by work order labor costing.
Documentation
How to View/Edit Invoice Details
Use this workflow to open a single invoice, review its full detail, and make approved invoice edits when the invoice and your role allow it.
Documentation
Income Statement Overview
The Income Statement report shows revenue, expenses, gross profit, operating income, and net income for a selected period or comparison range.
Documentation
Inventory Lot Detail Overview
Inventory Lot Detail is the lot table inside an expanded inventory item, showing active and historical lots for the selected part.
Documentation
Inventory Overview
The Inventory section is used to maintain part records, review lot and quantity details, make controlled inventory adjustments, perform cycle counts, and run inventory reports.
Documentation
Inventory Reports Overview
Inventory Reports provide inventory aging, expiration, valuation, reorder, work order planning, and usage views from the Inventory dashboard.
Documentation
Inventory Value vs GL Overview
Inventory Value vs GL compares calculated inventory lot value by product line to the corresponding GL balance.
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
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
Issue Materials Overview
The Issue Materials screen is used to move component inventory from stock into a work order.
Documentation
Manufacturing Overview
The Manufacturing section is used to create work orders, issue component materials, record labor and completions, review BOM and router structures, and run production traceability reports.
Documentation
New Campaign Overview
The New Campaign screen opens Campaign Builder, where users choose recipients, prepare email content, review the final audience, save a draft, or send the campaign.
Documentation
New Purchase Order Overview
The New Purchase Order screen is used to create an issued Purchase Order for a vendor.
Documentation
New Quote Overview
The New Quote screen is used to build and save a quote for an existing customer or a prospect.
Documentation
New Work Order Overview
The New Work Order screen is used to create a Draft manufacturing work order for a BOM part.
Documentation
Open Orders by Part Number Overview
The Open Orders by Part Number report shows open inventory demand by part, including on-hand quantity, available quantity, open order count, and open quantity.
Documentation
Open Orders Overview
The Open Orders screen is used to review active Sales Orders and continue order work such as editing, printing, invoicing previews, and non-inventory fulfillment.
Documentation
Open Purchase Orders Overview
Open Purchase Orders lists Draft and Issued POs for review, editing, expansion, and printing.
Documentation
Open Returns Overview
Open Returns lists authorized RMAs and provides the screen used to receive returned quantities or complete the return.