Section Contents
Customers PAGEREF _Toc186855330 \h 311
Adding a New Sales Invoice 313
Adding a New Warranty Card 313
Customer - Shipping Address Tab 315
Customer - Billing Address/Info Tab 316
Customer - Attachments Tab 320
Customer - Internet Utility Tab 320
Customer - Balance Due Tab 321
Working with Batches of Customers 323
Importing and Exporting Customers 323
Batch Updating Contact Information on Invoices Assigned to a Customer 323
Batch Tax Updates on Customer Accounts 323
Batch Payments by Customer 324
Batch Printing by Customer 324
Vendor - Repair Statistics Tab 331
Vendor - Purchase Statistics Tab 332
Adding a New Inventory Item 333
Adding a New Purchase Order 333
Working with Batches of Vendors 333
Importing and Exporting Vendors 333
Batch Updating Contact Information on Purchase Orders Assigned to a Vendor 333
Replicating a Repair Order 338
Repair Order Group Filters 338
Repair Order - Customer Tab 341
Repair Order - Item/Accessories Tab 343
Repair Order - Warranty Tab 344
Repair Order - Problem Tab 345
Repair Order - Estimate/Repair Tab 345
Repair Order - Details Tab 346
Repair Order - Subcontract Tab 348
Repair Order - Invoice Tab 349
Repair Order - Attachments Tab 352
Repair Orders in the Retail SQL and Retail Editions 352
Working with Repair Orders 353
Automatically Identifying Repeat Repairs 353
Approving a Repair Estimate 354
Refusing a Repair Estimate 354
Replicating a Repair Order 354
Recording Exchanges or Replacements 355
Working with Repair Orders On-Line 355
Working with Batches of Repair Orders 355
Batch Printing of Repair Forms 355
Batch Approvals and Refusals of Repair Estimates 355
Batch Tax Updates on Repair Orders 356
Batch Payments of Repair Invoices 356
Reporting on Repair Orders 356
Repair Order Listing Reports 356
Repair Order Analysis Reports 356
Adding a New Sales Invoice 357
Sales Invoice Group Filters 358
Sales Invoice - Customer Address Tab 359
Sales Invoice - Billing Address Tab 361
Sales Invoice - Details Tab 361
Sales Invoice - Summary Tab 362
Sales Invoice - Attachments Tab 364
Working with Sales Invoices 364
Printing a Sales Invoice Form 364
Working with Batches of Sales Invoices 364
Batch Printing of Sales Invoice Forms 365
Batch Tax Updates on Sales Invoices 365
Batch Payments of Sales Invoices 365
Reporting on Sales Invoices 365
Sales Invoice Listing Reports 365
Sales Invoice Analysis Reports 365
Credit Note - Customer Address Tab 368
Credit Note - Billing Address Tab 370
Credit Note - Credit Details Tab 370
Credit Note - Credit Summary Tab 371
Credit Note - Attachments Tab 373
Printing a Credit Note Form 373
Working with Batches of Credit Notes 373
Batch Printing of Credit Note Forms 374
Batch Tax Updates on Credit Notes 374
Batch Applying of Credit Notes 374
Credit Note Listing Reports 374
Credit Note Analysis Reports 374
Adding a New Purchase Order 376
Adding a New Purchase Return 376
Viewing a Purchase Order or Purchase Return 376
Editing a Purchase Order or Purchase Return 376
Deleting a Purchase Order or Purchase Return 376
Purchase Order Group Filters 377
Purchase Order - Main Area 377
Purchase Order - Vendor Tab 378
Purchase Order - Details Tab 379
Purchase Order - Notes Tab 381
Purchase Order - Attachments Tab 381
Saving a Purchase Order or Purchase Return 381
Working with Purchase Orders 382
Receiving an Entire Purchase Order 382
Re-Opening a Closed Purchase Order 382
Working with Batches of Purchase Orders 382
Reporting on Purchase Orders 382
Purchase Order Listing Reports 382
Purchase Order Analysis Reports 382
Adding a New Inventory Item 384
Manually Picking a Part from Inventory 384
Deleting an Inventory Item 384
Inventory Item - Main Area 385
Inventory Item - Vendors Tab 386
Inventory Item - Models Tab 386
Inventory Item - Stock/Pricing Tab 387
Inventory Item - Notes Tab 388
Inventory Item - Attachments Tab 388
Inventory Item - Statistics Tab 388
Inventory Item - History Tab 389
Working with Inventory Items 390
Manually Picking a Single Inventory Item 390
Picking an Inventory Item to an Open Form 390
Ordering an Inventory Item from a Vendor 390
Returning an Inventory Item to a Vendor 390
Working with Batches of Inventory Items 390
Picking Multiple Inventory Items to an Open Form 390