Popular Articles
Adding Attachments to Emails
Adding Attachments to Emails (applies to v14 only) It is now possible to add email attachments in two different ways "Fixed" and "Temporary" PDF's Please Note! we only allow attaching PDFs, not word docs or excel spreadsheets (these must be saved as ...
Add Purchase Order
Add a Purchase Order When you open new purchase order, the order number & date are pre-populated , your first task is to select your supplier. Type into the supplier ID by partial id of the supplier you want then click "Find Supplier" to open ...
Find Price
Find Price This will open a new screen, showing your the items that have your partial search code. You then can filter your search by Supplier, Brand, Group or Alias. You can also use the Code or partial description search function in the bottom ...
Add Price
Select Purchase Order, New Purchase Order, Type item, Find price, Click Add. This will insert a line in the price file with a code of NEW. All of the other fields will be the same as the record which was current at the time you selected Add. The ...
Add New Client
Adding a new Client is simply just adding the information in the field below as shown in the picture. If you are using mobile then you place a tick as shown, if not leave blank If you are going to sending marketing materials to this client, then you ...