This sections contains topics on items, purchase orders, inventory adjustments, price levels, item aliases, barcoding, reordering, warehouses, etc.

Why Can’t Our Technicians Add New Items in the Field?

By |2021-08-02T10:59:08-05:00May 19th, 2021|

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

Comments Off on Why Can’t Our Technicians Add New Items in the Field?

How do I Setup Item Aliases?

By |2021-08-02T10:42:00-05:00October 24th, 2019|

Question: How do I Setup Item Aliases? Answer: Turn on the preference. Navigate to Edit | Preferences | Items | Company Preferences. Check the box "Use Item Alias Feature" Set the vendor to be used. Navigate to Vendors | Vendor List | Open a Vendor | Additional Info Tab. Check the box "This Vendor might

Comments Off on How do I Setup Item Aliases?

How to Return a Serialized Item

By |2021-08-02T10:53:07-05:00July 11th, 2018|

Q: How can we return a serialized item and remove it from our inventory? Do this if you are taking it back from a customer: You just want to create a customer credit to take back the serialized item. Select the customer, enter the item number, the serial number should be available to select. Now

Comments Off on How to Return a Serialized Item

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.


Sign-up to get the latest news and update information. Don’t worry, we won’t send spam!

Thank you for your message. It has been sent.
There was an error trying to send your message. Please try again later.
Go to Top