Terminology and Screen References

Articles

Items - Item Detail screen - How To's
Overview of the Item Details Screen The Item Details screen is a comprehensive screen that displays every significant information about an Item in your inventory all on one screen. It is divided into three (3) main sections to organize data an...
Job Details Screen - How To's (***Incomplete***)
Overview of the Job Details Screen The Job Details screen is a comprehensive screen that displays every significant information about a Job record all on one screen. It is divided into three (3) main sections to organize data and functions: ...
Customer Detail Screen - How To's
Overview The Customer Details screen provides a central location for viewing and managing information related to a customer. From this screen, users can manage customer information, contacts, pricing, sales history, tasks, documents, customer set...
Vendor Detail Screen - How To's
Overview The Vendor Details screen provides a centralized view of the information and activities related to a vendor or supplier. From this screen, you can view and manage vendor information, contacts, tasks, Purchase Orders, financi...