KitchenDEV Blog
How to Review Dealer Account Aging Report
Cabinet manufacturers can now see and review the average age of unpaid orders per dealer. It is a receivable aging report, a record that shows the unpaid invoice balances along with the duration for which they’ve been outstanding. To review
How to Manage Dealer Locations
To create, update or remove dealer locations, navigate to the dealer edit page. There, you will see an option to add a new location by clicking on the ‘Plus’ button, select which location you want to update from the location
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
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