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Adding new Storage Locations
To add new storage locations go to Settings (gear icon in the bottom left) and Storage Locations. Name the storage location and select a colour for the location. Click Create. Here is an interactive walkthrough: ...
Adding New Categories or Sub-Categories
Please click the link below to learn how to add new Categories and Sub-Categories. https://app.arcade.software/share/Bs1K6i7SvJwfUtltmkHn
Requiring Purchase Order number on customer account
Under the customer record, navigate to the Finance tab and select the Requires PO# checkbox: Note: The requires contact for sale will require you to select a contact as an authorized buyer. The user will need to save the Customer PO # on Work orders ...
Customer List
Search - This button searches whatever keywords you have typed in the search box next to it. It can be used to search any of the information tied to the Company record, not just the Company name. Add Company - This button brings up a window to add ...
Add a Customer
A customer can be added from Data > Customers or from a POS, Quote, or Work Order. Click on the + symbol to add a new customer. In the banner of the Customer window, add the Customer # and Customer Name. In the Details Tab, add contact information. ...