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General System
Here is the catch-all category for how the system works.
What are audits?
Audits refer to the systematic counting of products. An audit is initiated by creating an Audit Order. An audit can...
Where can I find audit history?
All audits can be viewed at MENU->AUDITS->ORDERS. Then you can filter columns according to what audits you want to see....
What is Allocation?
Allocation refers to reserving items for orders. When you allocate products on an order, then only those specific items can...
How do I see what’s checked out?
The Check in/out feature allows you to issue assets to users and other contacts. So where in the system do...
How do I filter down data on a grid?
Every column in every grid can be filtered by, and they can be done simultaneously.
Knowledge Base Categories
- Users and Roles
- Users
- Step 6 – Going Live
- Step 5 – Initial Quantities
- Step 4 – The Accounts
- Step 3 – Create Products
- Step 2 – Physical Locations
- Step 1 – Company Details
- Roles
- Reports and Analysis
- Orders
- Mobile App
- Imports
- Getting Started
- General System
- Exports
- Data
- Customization
- Company Settings
- Barcodes