Support Department FAQs for Total Office Manager Now that you have been through the user manual, you should have a good level of understanding on how to use Total Office Manager. After you have used the program for a while, you will likely have accounting related issues that need to be investigated and fixed. This […]
Comprehensive List of Technical Support FAQs Read More »
Vendors Missing in the Item Alias Form Item Alias Question Why is the list of vendors limited in the item alias? Answer This list will only show those vendors which are designated as suppliers in their setup. To add vendors to this list, edit the vendor record and check the box on the Additional Info
Why is the list of vendors limited in the item alias? Read More »
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 »
Invoice Item Notes and Work Order Item Notes This FAQ covers the Notes form found in items. It also covers WO Item Notes found in the Item tab on a Work Order. Were to Find Item Notes From an Item, click the Menu button and Notes. A form will open to enter notes. Answer The
What are Item Notes and what are they used for? Read More »
Question How do items get relieved from warehouses when invoicing? What determines which warehouse is selected? Answer The bottom line is that the warehouse on each row of the invoice is what matters. How that warehouse gets selected varies. When you create an invoice from a work order that has parts, the invoice uses the
How do Items get Relieved from Warehouses when Invoicing? Read More »
Q: What are invoice item types and how are they used? A: The following is a list of the various Invoice Item Types and how they might be used in Total Office Manager. An Invoice Item is anything that can be added to the “Items Tab” found in an invoice, sale, estimate, bill, check, and
What are Invoice Item Types? Read More »
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
Can we import data from existing flat rate pricing software ourselves? Read More »
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
Introduction Do you want your technicians to be able to add an item from scratch? Would you have them deciding what item type to add and have them selecting from your chart of accounts? This could create accounting problems. And once an item type has been selected, it cannot be change. If no, we have
Why Can’t Our Technicians Add New Items in the Field? Read More »
What is the Item Alias Feature? Invoice Items are required to have a main item number. This value is entered into the Name/Number field of the item. That item number may not be the item number used by the vendor(s) that you buy the item from. The Item Alias feature allows you to enter an
How do I Setup Item Aliases? (alternative part numbers) Read More »
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