How to Use OneSource

51	* Reports - Selection Common TasksHow to OPEN the Report Selection Screen Reports > System Reports. How to FIND reports Report Category: Click on the drop down arrow to select the type of report that you are looking for. A/P, A/R, Accounting, Etc... Keyword Search: Select 'All…
52	* Sales - Credit Memo As of 2/29/16 - THIS ARTICLE IS NOW UNDER CONSTRUCTION : Overview of the Credit Memo screen The Credit Memo screen is used to create a Credit to a Customer's account. Credit Memo's are most easily created from the Invoice screen (on the Invoice you want to…
53	* Sales - Custom Pricing Templates No content is available for this KBA at this time. For help with this screen please contact OneSource Software at support@onesourcesoftware.com or (801) 748-4804.
54	* Sales - Dispatching (and Delivery Manifest) Big Picture Setup & Workflow Each 'Driver' is assigned to a particular default 'Shipped Via' route. Each 'Customer' is assigned to a particular default 'Shipped Via' route. Setup a default Stock Picking Ticket and Invoice. Purchase and setup a corded…
55	* Sales - Invoice This KBA is currently under construction.. Invoice screen - Common Tasks How to Add an Invoice How to Find an Invoice How to Delete an Invoice How to Delete Invoice Line Items Invoice screen - Additional Tasks Returning Items on an Invoice Open up the Invoice…
56	* Sales - Invoice Batch Create No content is available for this KBA at this time. For help with this screen please contact OneSource Software at support@onesourcesoftware.com or (801) 748-4804.
57	* Sales - Pricing Items (for each unique customer) Overview of Pricing Tools Pricing Tools - Explained OneSource provides numerous ways to price items (or groups of items). The following is a list of the various tools that can be used to automate how prices are calculated (when placed on Sales Transactions…
58	* Sales - Quick Price Check (QPC - Auto) Using the Quick Price Check (QPC) screen Basic Purpose of the Quick Price Check (QPC) Screen The Quick Price Check (QPC) screen is designed to perform all necessary functions to find, price, ship (create a Sales Order), sell (create an Invoice), and pick…
59	* Sales - Quotation This KBA is currently Under Construction. For help with this screen please contact OneSource Software at support@onesourcesoftware.com or (801) 748-4804. Quotation - Common Tasks Other Tasks How to Delete a Batch of Expired Quotations Open the Quotation form.…
60	* Sales - Sales Order This KBA is currently Under Construction. For help with this screen please contact OneSource Software at support@onesourcesoftware.com or (801) 748-4804. Sales Order - Common Tasks How to Add a Sales Order How to Find a Sales Order How to Delete a Sales Order…

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