Inventory Unit of Measure Often companies purchase an item and sell that item in smaller portions. You might purchase a 20’ piece of pipe and sell it by the foot. Unit of Measure (or UOM) allows you to easily buy in bulk and sell that item in smaller pieces. For example, you may have an […]
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Using Quick Filter to Locate Information Many of the various lists appearing throughout Total Office Manager share common controls and are used in a similar manner. Most lists which display more than a handful of columns have a Quick Filter as well as a Filter Center. The displayed contents of lists can generally be adjusted,
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Understanding Filters Many of the lists appearing throughout Total Office Manager share common controls and are used in a similar manner. Most lists which display more than a handful of columns have a Quick Filter as well as a Filter Center. The displayed contents of lists can generally be adjusted, sorted, and selected the same
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Introduction The Update Retail Price Utility is used to change the retail price of serialized items and inventory items. As these types of items are purchased, the average direct cost is automatically updated. However, the retail price, which is usually calculated in some way based on average direct cost, may remain unchanged. This utility updates
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Introduction The Company Information window stores general data such as business name and contact information, business structure, slogan, various tax numbers, start date, fiscal year information, and more. It is where to point Total Office Manager to your company logo so it can be used on invoices and elsewhere. Entering company data in this window
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Introduction The Work Order History form is another key element of the software that displays all sales, timesheets, purchase orders, accounts payable transactions, and journal entries associated with a particular order entered into Total Office Manager. It allows users to see all activity in a summary format without the need to generate a report. Form
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Introduction The Work Order List displays all work orders entered into Total Office Manager. This form makes it easy to quickly locate a work orders for viewing or editing. Use this form to create a new record or select a record to edit, delete, inactivate. You have the ability to filter and sort these records
Introduction User Defined Fields (UDF) allows for the creation of custom fields specific to your organization. For example, if you want to track customer birthdays, you can create a UDF to do just that. A user defined field can be set to display on only one or any combination of Customer:Job Forms, Employee Forms, Vendor
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Introduction The Job Types List form is hierarchal in nature and allows users of Total Office Manager to create their own structure to match their particular industry. Enter a word or phrase you want to use to categorize the job you are performing for the customer in this list. Form Access From the main menu,
Using the Customer Equipment List The Customer Equipment List is used to manage the records of customer equipment on file. This list can and should include all of your customers equipment, whether or not they bought it from you. This way, as you track the age of your customer’s equipment, marketing efforts can be made
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