Hey @sammousa, I completely agree with the point you made in the ideas section relating to a lack of a workflow to handle warranty transactions. If you go to the ideas section and lookup idea "COMMUNITY-I-570", there is a suggested way to handle warr...
Due to the changes on the recent update, we can no longer edit a purchase order if the job has been exported. How do we make changes now?? I need to be able to edit a purchase order, and export it to quickbooks. Our jobs sometimes close before we rec...
Why does a non managed tech have to have a truck attached to his profile for Inventory when I have inventory turned off on our account?Hes a helper. He doesnt have his own truck and they float between leads to whoever needs a 2 man crew.
Last week, when I selected Inventory --> Items and then identified an item of interest, selecting the item linked to a screen showing the warehouses that had the item. This morning, it is linking to the replenishment screen, so I no longer see a way ...
Hey team,My company is running into an issue with serialized equipment that I'm not sure how to solve, and I'm wondering if anyone has some experience with this.The problem is happening when returning serialized equipment from the customer, either be...
I tried looking through the 925 or so discussions on PO's for a solution with no luck.For many of our services we have material connections which automatically adds the materials used to the invoice for job costing.We sell equipment which then also a...
Is there a field in the pricebook where you can put in the date for the most recent price update? Most of our prices need to be updated weekly, so we are looking to mark somewhere the date of the last price update so we know to check on the current p...
Anyone have a great workflow for Counter Sales (ex. walk in customer purchases filter), using a Counter Sale Invoice instead of creating a job, then adding Service Task Code with Linked Material and able to properly see Inventory adjustment?
I'm stuck. When I return inventory using invoice closeout no adjustment is getting made. The inventory gets placed "On Hold" and I can see any way to resolve this. https://youtu.be/i7jJGputVYA
Has anyone come up with a novel way of bulk adding material from the warehouse directly to a job. We currently employ a system where we send the techs with a predefined packout, they tell us what they use and then we add it to the job. At the moment ...
| Subject | Author | Posted |
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| 02-24-2025 12:22 PM | ||
| 11-15-2024 12:32 PM | ||
| 10-22-2024 08:29 AM | ||
| 09-13-2024 07:56 AM | ||
| 05-09-2024 11:54 AM |
