Knowledge Base

All Articles

Accounts Payable Entry
Accounts Payable Month Year End Procedures
Accounts Payable Monthend-Yearend Procedures
Accounts Payable Recurring Entries
Accounts Receivable, Inventory & SA Yearend
Adding a Custom Product
Adding Featured Products to the Website in the Admin Panel
Alias Set Up for Inventory
AP Check Run Process
Auto Quick Buy Power Point
Average Cost Calculated
Balancing AP to GL
Banners
Batch Item Numbers Change
Branch Locations for SP RICHARDS on WEBSITE
Cash Receipts Entry
Cash Receipts Report - Posted on a Given Date
Casual Guest Shopper
Change Salesperson on Sales Order
Coupons on Website
Create Customer
Create Customer Number
Create Favorites and Global Favorites
Create PO in Sales Orders
Creating a page or Linking a page/website
Creating a Sales Person
Creating Customers PowerPoint
Creating Merchandising Rule
Creating New Clerk or Salesman Master
Creating Product Tabs
Creating Sub Users on the Website
Credit Returns
Credit Tracking
Customer Acknowledgement Campaign (flyers attached to order emails)
Customer Balance Powerpoint
Customer Groups in the Admin Panel
Customer Shiptos/invoice History not importing
Customer Usage
Customer Usage Report
Customer Web Groups in the Admin Panel
Delete Customer PowerPoint
Delete Inventory by Product Category
Delete Sub Account PowerPoint
Deleting masters
DNS Setting
Dot Jump Codes with in Master Files
Editing Tax Codes and Tax Jurisdictions
Finance charges
Free Types Explainations
General Ledger Year End
GL Codes Set Up
Graphical Order Entry Credit Entry (Review Simple Order First)
Graphical Order Entry Edit, View, Verify
Graphical Order Entry Inquiry Screen
Graphical Order Entry Quotes (review simple order first)
Graphical Order Entry Simple Order
How to Add Favorites
How to assign Discount to Customer
How to Batch Print Invoices
How to create a report on what customers haven't purchased
How to Delete a Vendor
How to Delete or Edit Clerk Numbers
How to Determine Fax or Email Customer
How to do a US Payroll run
How to find Duplicate Items
How to Print Labels from History
HP Amplify and Share Reporting
HP Map Pricing
HP Web Compliance Assistance
HP Webinar Recorded Video
Image Slider/Rotating Banner setup
Internal Usage Inventory
Inventory Adjustments
Inventory Balancing to G/L.
Inventory Month End Process
Inventory Rebuild Functions
Item Number Changes
Managing HP Products Webinar
Manual Day End Procedures
Margin % vs. Mark up
Mass Change Salesman Graphical
MIN ORDER WEB
MINIMAL ORDER
ODBC: Navigating the SSI Database
Paying Back Credits to Customer by Cheque
Payroll Period End Reports
Payroll Tax Tables for 2017
PDFCreator
Physical Inventory Procedures
Print On Hand Quantities
Printer Options and Meanings
Process for AQB (Auto Quick Buy) - Creates PO's for Sales Orders
Processing a PO Shortage in Graphical
Purchase Order Entry
Purchase Order Receiving
Putty Settings
Quote - Order Entry - Suspend
Release Orders Inuse by USER
Report Codes
Report Writer
Reports to Printer "5" (PDF)
Reprice Cart Option
Reprint Sales Journal
Retrieving Price Plans
Reward Points
Sales Analysis and Commissions
Sales Order Entry Explanations
Serialized Inventory Setup and Usage
Setting up Limit Lists
Setting Up Login for Price
Setting up Shipping and Handling Rules for Sub-Accounts
Shipping Manifest Instructions
Stock Check Messages
Substitute Items / Hard Subs / Alternate Items
Switch & Save
Test
Transfer Inventory
Vendor Listing
Vendor Master Template Set Up
Vendor Price File Updates
Video - Graphical Order Entry Overview
Void Payroll Check
Web Payment Options
Webmin Guide
Working with Contracts
Working with Flyers
Yearend Process for MonthEnd and General Ledger