PO Quick Access (right-click) menu in the PO module
Knowledge Base, Process, Purchase Orders
Right-click a purchase order line item to get immediate access to these commonly used tasks and tools. Note: For details on each option, refer to the Quick access menus KBA.. Right-click Menu options when you create a PO Right-click Menu options when you receive a PO Right-click Menu options when you create a PO Select […]
Insert subtotals on an invoice
Invoice/Quote, Knowledge Base
The Insert Subtotal option allows customers to break their invoices in to job categories (electrical, plumbing, etc.), or by their clients/jobs (West job, John Doe, etc.). You must enter, in sequence, the items you want for a subtotal. When done entering items in sequence, you need to enter at least one item that is not […]