Operations & Workflows
Review standard functions and find helpful workflow solutions.
- Creating a New Booking
- Converting Job
- Creating a New Brokerage Worksheet
- Receiving Inventory
- How to Create a Purchase Order
- How to Create a Sales Order
- Inventory Shipments
- AP Ledger / How to Post Payables
- How to Create a Purchase Adjustment
- How to Create a Sales Adjustment
- Month-End Close
- What is the Difference Between Spot and Contract Orders?
- Inventory Management and Reporting
- Overview of Warehouse Module
- Price Indexes
- Warehouse Management Tool set up
- Index Prices
- Warehouse Module: Packing Slip
- Attachments
- Warehouse Module: Unloading Slip