How To: Upload a new Company Logo
How To: Upload a new Company Logo
How To: Enter 1 or more items of stock There are 2 ways to enter stock.
How To: Allocate Stock to a Sales Order You go to the Sales/Sales Orders screen.
How To: Send a single requirement to a Vendor with a link for them to Autoresponse through the Web-Interface. To send a single RFQ, we go to the Sales/Reqs screen.
How To: Cancel an Invoice Go to the Warehousing/Invoice screen.
How To: Unreceive a Part To un-receive a part you go to the Warehousing/Stock screen.
How To: PDF Attatchment Each user has the ability of configuring the emails to include a PDF attachment or not. Click on the CRM button on the top-left and choose “Choose E-Mail Format”.
How To: Apply Customer Payments to a specific invoice. Q: When applying customer payments Complete Contact ERP automatically chooses the first invoice on the grid to apply the amount to. But I want to apply the amount to a different invoice. A: CCCRM tries to intelligently figure out which invoice you are applying payment to;… Continue reading Apply customer payments to a specific invoice
How To: Close Reqs by Date Check with the administrator to make sure that the user has permission to close reqs. Go to the Administration Tab/ Employees Screen and make sure “Can Close Reqs” has a check next to it for that user. To close Requirements by Date we go to the “Reqs” screen in… Continue reading Close Reqs by Date
How To: Work With RMA’s Creating Customer and Vendor RMA Requests: Creating a Customer RMA Request: You can create a Customer RMA Request from the Invoice Screen by right-clicking on the invoice line item and choosing Create RMA Request. You will be presented with a Dialog where you can make the changes necessary for the… Continue reading Work With RMA’s
