How to Monitor Inventory Changes
All inventory changes are displayed on the page Inventory > Activity. In case you need to check a specific case, you can filter the results by part, collection, or time frame.
How to Download Dealers in CSV Format
To download your dealers, navigate to the Dealers page and click the download button in the upper right-hand corner.
How to Add Contacts to Proposals – 2nd Guide
Right below the proposal details in the third step of creating a proposal, you can see a section “Contact info”. To add a new contact, simply click on the button in the right-hand corner and fill in the contact details.
How to Create Assets and Liabilities
Find Balance report under Reports > Balance. Assets and Liabilities are managed through the Accounting > Accounts page. All categories and values visible in the balance report are coming from existing accounts. There will be default assets and liabilities structure
How to Initiate and Process Return Merchandise Authorizations
To return order items, the order status must be Shipped/Picked up. If it’s not already, you must update the status first in order to complete this process. Select the Items You Wish to Return When the order status is set
How to View All Transactions for Any of Your Dealers
To view all transactions for any dealer, please navigate to the Dealer Edit page, and click the button “Transactions”. This will display all money movements caused by actions such as Order approved/rejected, Payment created/deleted, RMA completed, as well as by