How to Cancel a Deposit on an Event
Below is a training video on how to cancel a deposit that has been taken against a sales event.
Cancelling Deposits
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Event Discounts
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Event Comments
Event Comments can be used to add additional information to your PDF documents. A comment code is added to the document, in the place where you want the information to display, then selected from the Comment button to be added. Click the ...
Inventory Adjustments by Event
If making an inventory adjustment that needs to be done for a particular event, this will need to be done from the Inventory > Storage Location. Select the Storage Location Toggle the Products/Lots To filter by procurements, click truck toggle Find ...
Event List Grids
Each event type, Quotes, Work Orders, Deliveries, Sales Invoices, and Product Returns, are viewed in a grid that easily sortable and searchable. At the left of each grid, the list can be filtered by different criteria, these can include, but not ...
Event Worksheet View
If you want to view your event as a Excel worksheet simply click on the top right drop down arrow and select Worksheet. Click here for an interactive demo https://app.arcade.software/share/of3T4SUSeiFmoBxYH9kk