How to Use OneSource

131	How to sell a Special Order item on a Sales Order Items Marked Special Order by Default If the item being sold is already marked as a Special Order item in OneSource, then simply choose the item on the sales order, and a special order information window will appear. Use the window to choose the supplier,…
132	How to set up GL Cash Flow Groups Why Cash Flow Groups? If you give each GL account a proper Cash Flow group you will be able to print the Statement of Cash Flows report to track where your cash is coming from There are four basic Cash Flow groups: Cash - Any liquid assets, such as your bank…
133	How to Setup & Maintain Your Auto Parts Catalog Big Picture Problems... If you sell auto parts you have the following headaches related to keeping your inventory information accurate: You have an Inventory Item List, which stores a unique list of the parts you sell. Problem #1: New items need to be added…
134	How to setup a budget for a GL accounts Steps to create a budget: Open the Chart of Accounts screen. Click on the Budget button. The Budget year will default to the current year, but can be changed by clicking the right or left arrow buttons located to the right and left of the Budget Year. Amounts…
135	How to setup and configure the OneSource Backup OneSourceBackup.exe Purpose & Features NOTICE: The OneSource Backup Tool is not designed to be your Main or Only Backup tool. We strongly recommend that you have a minimum of 2 other backup sources in place. #1) backup with an off site internet/cloud…
136	How to Setup and Sell Consigned Inventory Create a New Inventory GL account and call it something like Spec Inv (This will be an Asset type of account) Create a New Cost of Goods Sold GL account and call it something like Spec COGS (This will be an COGS type of account) Create New Inventory items…
137	How to setup and use ( ebiz / ebizeCharge ) Credit Card processing in OneSource Contact Century Business Solutions to set up a new account Century Bankcard Services (Century Biz Solutions) 20 Pacifica, Suite 1450 Irvine, CA 92618 Customer Service: (888) 500-7798, Option 1 Primary Contact: Erika Williams, (888) 500-7798 x609, erika.w@centurybizsolutions.com…
138	How to Setup and Use Job Tracking for Bumper Repair Workflow Management Setup the Preferences Change a few settings in the Company Setup & Preferences Open the Company Setup & Preferences screen. Click on the Jobs/Projects tab Enable Auto Fill In New Job Status. Enter New Order in the Default Job Status field. Enable…
139	How to setup and use the various Freight calculation tools in OneSource (Not Completed) OneSource Software Hand entered freight ... Calculated Freight, based on Shipped Via ... Calculated Freight, based on Customer Freight Defaults ... Calculated Freight, based on the Item Type and Ship To Zip Code See tblFreightByZipCodes table WarehouseCode:…
140	How to Setup and View Item Pictures in OneSource THIS KBA IS NOT COMPLETE. For additional help on this topic please email OneSource Software technical support at: support@onesourcesoftware.com Setting Up OneSource to View Pictures on the QPC (Auto) screenConverting Pictures to Your Part NumbersEmailing…

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