Best practice for adding items to a PO you dont have in your pricebook
Does anyone have a best practice for adding items to a PO that you dont have loaded in your pricebook? Maybe there is a simple way to do this, I am just not sure of it. Thanks!!
Does anyone have a best practice for adding items to a PO that you dont have loaded in your pricebook? Maybe there is a simple way to do this, I am just not sure of it. Thanks!!
Is there a way to have a discount or fee automatically add to the invoice with another item? Say we have an afterhours call when the After Hours Service Call is added to the invoice it will automatically add a premium fee to the invoice as well.
Is there a way to have the Pricebook Auto Refresh on my technicians tablets instead of the manual 'Download Pricebook'? Trying to take away a step my technicians have to try and remember.
I know it may not affect most, but please help me upvote this idea to add one of my major suppliers to the list of procure to pay integrated companies. This is a HVAC supplier in the MidSouth and I am sure this would help plenty of other Titans that ...
Hey Fellow Titans,I have been asking for this for years and have talked to a few shops in the past month and we are all struggling with this but there needs to be a way to input the payroll cost of an item you want when calculating commissions. Pleas...
We do not currently use the inventory module, but we do sync inventory items/purchase orders/invoices through Quick Books. When receiving an item from multiple vendors, is there a reason why the inventory cost for an item is not an average between al...
Is there a way to view the "Inventory Tags" or to see if an item is tracked or not tracked from the pricebook page. The Inventory Overview page only shows what is marked to be tracked, but the pricebook shows all of our items. I know that if one goes...
How does the price builder add labor and markup to equipment that are not in a task or service. All my equipment is built in equipment and not as a service. I added my markups but I don't see the breakdown under the Equipment selected like I do with ...
Just looking for a little bit of insight. Our company is about 50% Commercial and 50% Residential. We originally set up dynamic pricing for our residential customers and created a client specific pricing rule for all of our commercial customers. We d...
COMMUNITY-I-6173 Dynamic Pricing WarrantyI would like to see a toggle similar to the toggle for an add on or chargeable material, within the pricebook on a service. When using dynamic pricing we add a replace blower motor task, the motor will be link...
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