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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
