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158 results for “Inventory”
Documentation
Sales Overview
The Sales section is where users create and manage customer orders, invoices, customers, payments, and sales reports.
Documentation
Sales Reports Overview
The Sales Reports menu opens sales, customer, receivables, and invoice reports from the Sales dashboard.
Blog
Sales Tax for Small Manufacturers: What to Know
How sales tax rates, nexus rules, manufacturing exemptions, and automation costs actually work for small manufacturers. Includes a comparison of major tax platforms.
Documentation
Servicer Scrap Log Overview
The Servicer Scrap Log reviews outside-service purchase order quantities that were closed short and logged as servicer scrap.
Documentation
Shipment Detail Overview
Shipment Detail shows the saved shipment record, shipment documents, export details, ship-to address, and shipped line items.
Documentation
Shipping & Receiving Overview
The Shipping & Receiving section is used to ship customer orders, review completed shipments, get FedEx quotes, manage returns, receive purchase orders, and run shipping reports.
Documentation
Shipping Reports Overview
Shipping Reports provide open order, backorder, part demand, and backlog views for shipping and fulfillment planning.
Documentation
Start a Return Overview
Start a Return is the Returns tab used to create an authorized RMA from an eligible customer invoice.
Blog
The Best Manufacturing Software Under $500/Month, With Real Pricing
Compare PAX, Cetec, MRPeasy, Odoo, Katana, and other manufacturing software vendors under $500/month.
Blog
The Deal That Died Between ERP and CRM
How disconnected systems cost a company their top-performing sales rep and one big customer.
Documentation
Usage Trend Report Overview
The Usage Trend Report shows monthly usage by part across the report's month range, with expandable per-part usage summaries.
Documentation
View Shipments Overview
The View Shipments screen lists shipment records so users can review shipment detail, print documents, open related invoices, and generate return labels.
Documentation
View Work Orders Overview
The View Work Orders screen is used to search, filter, and open work orders for review or detail maintenance.
Blog
When Does a Small Manufacturer Actually Need ERP?
Specific signals that tell you it's time for ERP, signals that tell you it isn't, and what to do if you're somewhere in between.
Documentation
Where Used Report Overview
The Where Used Report shows which BOM assemblies contain a selected component part.
Blog
Why ERP clicks matter
ERP clicks are not just a UI detail. For small manufacturers, click depth affects training, speed, adoption, and whether the system becomes the place work actually happens.
Documentation
Work Order Detail Overview
The Work Order Detail screen shows the header, material, operation, outside-service, cost, and document actions for a single work order.
Documentation
Work Orders Overview
The Work Orders menu is the main Manufacturing entry point for creating, reviewing, issuing, and completing work orders.