How to Backup OneSource Data File(s) Manually (MS Access Data Files) Sometimes it become necessary to make a back-up outside of your normal routine daily or evening backups (like right before you do a mass merging of Item #'s, etc). Backing up the OneSource…
NOTE: * ALWAYS MAKE A BACKUP OF YOUR DATA BEFORE MAKING ANY CHANGES * If you are closing previous years and you have made journal entries to close your books you will need to make a reversing journal entry before closing the final month in the financial period…
Why Compact Company Data File. Compacting your data file can make OneSource run faster. Compacting your data file reduces the size of your data file, which saves hard drive space (especially since you are backing up the file at least once a day). Compacting…
Entering the Header Information Enter the Quotation Number: Enter a unique Quotation number (no duplicates.) If your administrator has enabled automatic numbering, then this field will be automatically entered for you. Enter a Bill To Address: Click on the…
The quickest way to get your issue in front of several people at OneSource instantly is to send an email to support at onesourcesoftware.com. This will auto email 4 people, auto create a Support Request (SR), and help us both track the resolution of your…
This KBA article explains how to perform each of the following processes: How to adjust the Qty in Stock for 1 item at a time. How to count and adjust inventory quantities in stock for ALL items ( for a FULL inventory count ) How to count and adjust inventory…
Option 1 Click the Functions button on the Sales Order. Choose Batch create one or more PO's from current sales order's Special Order items from the list of options, and then click OK . Choose the Drop-Ship to Sales Order Ship To option. In the Automated…
*** Important Notes *** The following backup script ONLY backs up the all-in-one OneSource data file. It does NOT provide a correct backup if you have turned on the 'distributed database' option in the Company Setup & Preferences (which distributes your…
If you have special order items on a Sales Order, you may automatically create a Purchase Order from them. When you click in the Special Order (SO) box on the Sales Order form the Special Order box will appear, You can chose the Alternate Supplier and put…
Unpost: Find the deposit and unpost it if already posted. (If you have several deposits to fix, you might want to batch unpost a range of AR and Banking transactions so you can skip steps x and y Delete the payment off the Deposit Slip: Open the deposit slip…
