How do I Setup Item Aliases?

By |2021-07-08T16:06:10-05:00October 24th, 2019|Comments Off on How do I Setup Item Aliases?

Question: How do I Setup Item Aliases?

Answer:

  1. Turn on the preference.
    1. Navigate to Edit > Preferences > Items > Company Preferences.
    2. Check the box “Use Item Alias Feature”
  2. Set the vendor to be used.
    1. Navigate to Vendors > Vendor List > Open a Vendor > Additional Info Tab.
    2. Check the box “This Vendor might supply materials for resale”.
  3. Assign the User Permission.
    1. Navigate to Company > User Security/List > Open the User > Next > Just to the Company Section.
    2. Check the boxes for “Item Aliases”. Click Next > Finish.
  4. Add the alias to the item.
    1. Navigate to Customers > Invoice Item List > Open the Item > Menu > Alias.
    2. Set the alias in the “Alias” column.

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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.

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