Melissa Carson

Change Orders are Customer Orders with everything associated: Lines, Add Ons, Credit Memos, Overages, payments, etc. The difference is, a Change Order designates orders that adjust the Contract Tot...

You can only run this for the current commission period.  This report resets (clears) after commissions are paid.    In Order Entry click on Reports > My Commissions  Set ending dates (Delivery & I...

Cycle Count – print the report Inventory > Reports – Item Inventory Physical Report Select your store Put a checkmark in “Shade Alternate Rows” Click Print   Cycle Count – adjust the inventory...

If the customer order was billed out of ShopPAK  Order Entry > File > Customer Orders Enter Customer information in the sold to and ship to fields. Put the ShopPAK order number in the PO Number fi...

Printing a Picking Ticket (Allocating Material) Click on Order Entry Click File > Customer Orders Search for the order Double click on the order to open it Find the line(s) that need to be deliver...

Receive Inventory from Purchase Order Open Inventory Module Click File > Purchase Orders In the Search box enter the PO# and press tab With Line highlighted you are ready to receive Click Express ...

Create a Requisition/Request for PO On the sales order change the line status to Gen PO E-mail order form to person who will be contacting the supplier to place the order or follow steps for "Purc...

From RFMS Order Entry > Utilities > System Options    There is an option on the left side for User Email Configuration If you set it like this (below) when you click on the Email option within the...

Warehouse Loss – when material is not found in warehouse or damaged while in warehouse. Replacement materials should be ordered on the customer’s original order. The only material submitted for wa...

Installer chargeback – replacement material Create a chargeback order in the claims module: Go to Order Entry File > Claims Click the green plus sign to add a new claim order. Enter the original ...