Add Notes to Order Line Items via Purchasing Q

Update Purchase Order ("PO") details (e.g. ETA, Courier, Waybill) when known

1:48

Split Order Line Items in Purchasing Q

Split Order Line Items by Quantity count in Purchasing Q for purchasing flexibility

1:21

Specify Order Item as Drop Ship in Purchasing Q

Specify if Order Line Item is to be Drop Shipped or Not in Purchasing Q, i.e. request vendor deliver directly to customer site

5:55

Set Up and Use Staging Locations

Set up and use (optional) Staging Locations

0:51

Select Vendor for PO in Purchasing Q

Select Vendor for Purchase Order Line Items in Purchasing Q

7:28

Sales Bookings

Sales

View Sales Bookings: Report (Sales > Quick Views), Dashboard, and Workflow (Sales Overview)...

4:19

Replace Unverified Items in Purchasing Q

Replace Unverified Order Line Items (i.e. no MasterNo) with a Master in Purchasing Q

1:18

Purchasing Queue

Use the Purchasing Queue to track your purchase orders

1:55

Print PO

Print Purchase Order ("PO") (and deliver PO# to your Vendor to initiate the purchasing process)

4:32

Payments: Reports

Payments: 4 Reports - Payment Processor Deposits, Payment Processor Merchant Statements, Payment Processor Transactions, Payment Transactions

3:01

Payments: Refund/Void a Payment

Payments: Refund/Void a payment that was previously made, from Invoice > AR Journal or from Payment Transactions report

4:39

Payments: Make payment as an External User

Accounting,

Service

Payments: Make an Invoice payment as an External User via Customer Portal

2:36

Payments: Invoice – Charge Payment Account

Payments: Charge Payment Account via Invoice > Extended Menu

2:10

Payments: Download a Payment Processor Merchant Statement

Payments: Download a merchant's statement from Live Data Report "Payment Processor Merchant Statements"

4:16

Payments: Create, Refresh, Revoke Payment Token and Link

Payments: Create, Refresh, Revoke Payment Token and Link

1:23

Payments: Company Setup Surcharge and Fees

Payments: Admin - Set up of Credit Card Surcharge and Fees (Company Setup)

5:37

Payments: Chargebacks as a Merchant

Payments: address chargebacks as a Merchant in Q360

2:29

Payments: Charge a Service Call Deposit

Accounting,

Service

Payments: Charge a Service Call deposit using payment processor

3:10

Payments: Add Payment Account

Payments: Add new payment account (bank or credit card) from Customer or Invoice form

4:24

Multi-currency FX impact on PO, Voucher

Accounting,

Multi-currency FX impact on Purchase Order (receipt of Q/A type items), Voucher (posting)

1:41

Interpret Inventory Levels in Re-Order Q

Interpret Inventory Levels in Re-Order Q for "Q" or "A" Master type

1:27

Interpret Inventory Levels in Purchasing Q

Interpret Inventory Levels in Purchasing Q for "Q" or "A" Master type

1:34

Interpret Inventory Levels in Master Form

Interpret Inventory Levels in Master Form for "Q" or "A" Master type

1:16

Interpret Inventory Levels in Find Product Grid

Interpret Inventory Levels in Find Product Grid for "Q" or "A" Master type

3:49

Import or Update Vendor Master Price List

Import or Update Vendor Master (not part of official 'inventory') Price List, for reference

3:00

Import or Update Master Inventory Price List

Import or Update Master Inventory Price List

2:32

Globally Update Master Inventory Prices

Globally Update Master Inventory Prices in batch, by Category, SubCategory

0:46

Drop Ship PO Items

Drop ship order items directly to customers

2:11

Differentiate between Asset Status and Inventory Levels

Differentiate between Asset Status and impact on Inventory Levels for "A" Master types

1:36

Create PO from Vendor Form

Create Purchase Order ("PO") for fulfilling Inventory Stock from Vendor Form

4:26

Create PO from Purchasing Q

Create Purchase Order ("PO") for Jobs (Project/Call/Sales Order) from Purchasing Q

2:14

Create PO from Order Form

Create Purchase Order ("PO") for specific Sales Order (Job) from Order Form

3:57

Create PO from Inventory Re-Order Q

Create Purchase Order ("PO") to replenish Inventory Stock from Inventory Re-Order Q

2:50

Create a New Sale Type (Unified Type)

Sales,

System Admin

Create a new Sale Type (Unified Type) from Maintenance > General Codes

1:39

Confirm PO