Melissa Carson

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...

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...

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 ...

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...

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...

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...

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...

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...