1place.cloud - User How To's

31	Purchase Order screen - How To's Help Topics Overview of the Purchase Order Screen Purchase Order Screen- Common Tasks How to Add a New Purchase Order Record How to (Manually) Create Purchase Orders How to Receive Items on a Purchase Order How to Un-Receive Items on a Purchase Order How…
32	Quotation screen - How To's There is no printed help available for this screen at this time. For help with with this screen please contact your dedicated support representative or send an email to support@onesourcesoftware.com.
33	Replenish Stock - How To's How it Works The Stock Replenishment tool was designed to help you determine (mathematically) how much additional stock you need for each item in your warehouse. It works this way: I. Past Sales History: Gathers your criteria: What PAST date range of Sales…
34	Sales Order Purchase Order Screen - How To's Help Topics Overview Special and Related Tasks How to Batch Create PO's Using the Sales Order PO Screen How to Open the Sales Order PO's Screen How to Create a Dropship Purchase Order and Invoice Overview The Sales Order PO's screen gives users a way to view…
35	Sales Order Screen - How To's Help Topics Overview of the Sales Order Screen Sales Order Screen- Common Tasks How to Add a New Sales Order Record How to Find a Sales Order Record How to Find Various Lists of Sales Orders How to Delete Sales Order(s) Record How to Add/Edit Sales Order…
36	Sales Quotes Screen - User How To's Overview of the Sales Quotes Screen 'Quotes screen' is a comprehensive screen that stores and displays every significant information about a Quote transaction all on one screen. It is divided into four (4) main sections to organize data and functions: Main…
37	Tasks - How To's Help Topics Overview How to Add, Edit and Delete Tasks How to Add a New Task Record Adding Tasks Related to Customers Adding Tasks Related to Vendors Adding Tasks Related to Jobs Editing Tasks Deleting Tasks Task Records and Reports How to Create & Generate…
38	User Security - How To's Help Topics Adding New Users Editing Existing Users Deleting Existing Users Defining User Info Defining Other Settings Defining Email Settings Setting Up Module Security Other settings you will 'Allow' the User to Do Other settings you 'Do Not Allow' the…
39	Vendor Detail Screen - How To's Help Topics Overview of the Vendor Details Screen Vendor Details Screen - Common Tasks How to Add a New Vendor Record How to Add a New Vendor 'Contact' Record How to Edit a Vendor Record How to Find a Vendor Record How to Find Various Lists of Vendors How…