Unit of Measure Troubleshooting and Fixing Guide This help topic explains hot to find common problems with Unit of Measure (or UOM). It also includes information on how to fix your UOM problems and links to more detailed help pages. Here is a Common Unit of Measure Scenario I am working in Total Office Manager […]
Field Service App Search Tips Having trouble finding things while in a work order or invoice using the field service mobile app? Be sure users know they can search descriptions. Have them think about unique strings that would only be found in the task or item they are looking for. The following string might help […]
Other Methods Inventory Costing Methods Although Total Office Manager uses the Perpetual Average Cost and Specific Identification Method, the following methods are explained in detail for reference purposes. Weighted Average Cost Weighted average measures the total cost of items in inventory that are available for sale divided by the total number of units available for […]
This help topic explains how to correct serialized invoice items when the serial number was entered incorrectly on an Item Receipt, Bill, Credit Card Charge, or Check. This topic also covers when an incorrect serial number was selected on an Invoice, Sale, or Customer Credit.Ā
Managing Missing Serialized Parts Occasionally you may have a need to take a serialized inventory item out of stock because it is lost. In other words, you did in fact purchase the item but now you have no idea where the item went and you need to get it out of inventory. Here is the […]
How Discount Items Affect Accounting and How to Use Them We are often asked about how-to setup and manage discounts. The question about discounts is an age-old accounting question. It doesnāt have anything to do with accounting software but has a lot to do with how you want your reports to reflect discount activity. Example […]
You donāt need a serial number for an estimate or a purchase order. They are only required when you enter an item receipt, bill, credit, or invoice. When you create an invoice (or sale), you can skip the process of selecting a serial number too. This is a preference. This is handy when you wish […]
Understanding How Group Items and Subtotal Item Types Work There is a lot of confusion with Group items and that group itemās total amount line. There are Group items and there are Subtotal items. These work differently by design. Group items have a line at the bottom of that group. That line is a total […]
How to Sell Out of Stock Serialized Items and Why You have the ability to sell serialized items on an invoice that are not in stock. When the preference is turned on, you will be able to enter a quantity of one and enter a retail price. You will not be required to select a […]