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Operations & Workflows

Review standard functions and find helpful workflow solutions.

  • Creating a New Worksheet
  • How to Create a Purchase Order
  • How to Create a Sales Order
  • Receiving Inventory
  • How to Process a Vendor Invoice
  • Creating a New Booking
  • Inventory Shipments
  • How to Create a Sales Adjustment
  • What is the Difference Between Spot and Contract Orders?
  • How to Create a Purchase Adjustment
  • Index Prices
  • Converting Job
  • Overview of Warehouse module
  • Month-End Close
  • Inventory Management and Reporting
  • Inventory Module Overview
  • Creating Multiple Worksheets
  • Price Indexes
  • Warehouse Management Tool set up
  • Attachments
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