All-In-One Field Service Management Software by Aptora –

Invoice Items & Inventory Management

Can we skip selecting a serial number for serialized items when creating Estimates?

Serialized Items on Item Reservations Answer No. Users must select a serial number to reserve (place on hold so no one can grab it) a serialized item. The idea is that we must tell the software which one of the five condensing units is being held. The paper bookkeeping process (before software) was to tape

Can we skip selecting a serial number for serialized items when creating Estimates? Read More »

Can we import data from existing flat rate pricing software ourselves?

Yes, your items and groups from your current flat rate pricing software program can be usually imported into Total Office Manager and updated as often as need be. This can easily be done by the users and there are various formats that you can import from, including Microsoft Excel® (.xls), Comma Separated Values (.csv), Microsoft

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Inventory FAQs

FAQs Related to Inventory Q1: Which forms have an affect on inventory counts (Quantity on Hand)? A: Here is a list of every form that affects Inventory counts (numbers). There are other forms that affect inventory on the GJ (dollar values). Company Menu Non-Serialized Inventory Adjustments Serialized Inventory Adjustments Customer Menu Invoices Sales Receipts Credit

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