Vendors on 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 tab which says This Vendor might supply materials for resale. Once selected, the vendor will appear in …
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 …
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 …
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 »
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 …
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 …
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