Update Sales Departments

By |2021-07-16T14:59:55-05:00July 26th, 2019|Comments Off on Update Sales Departments

Introduction

This topics cover the use of the Update Invoice Departments utility. This utility is used to make changes to sales and invoices.

Usage

This utility populate the Department field of each line item to be the same as the Department selected in the ” x Info” area on every invoice, sale, credit, and estimate in Total Office Manager.

WARNING:  This Procedure Cannot Be Undone

When you create a sale or invoice, you have the ability to select a department for the entire record or each line item.  Since Total Office Manager allows you to leave line items blank (no department selected), you may find that you want all line items to include the same department that you selected for the entire record.

Form Access

From the main menu, click Tools | Utilities | Update Sales Departments.

Step-by-Step

  1. Open the form as outlined above.
  2. Click the Start button. There are no options.

Tips

  • This utility only populates line item departments which are blank. If a line item is NOT blank (a department has already been selected), no changes will be made.  Line item departments are NOT overridden with different data.

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About the Author:

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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