Aaron Horn

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I am a Consultant specializing in Inventory Control and endorsed by Flex. My services include a review of warehouse processes, warehouse layouts, SOP development, Flex on-boarding/customization/training, custom reports, and data analysis tools. Let me know if I can be of service.

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Activity overview

Latest activity by Aaron Horn

  • Aaron Horn commented,

    1. Community
    2. Flex5 Feature Requests
    3. Quote to RPO/PPO

    Hey James, Depending on the amount of customization to your system, quotes typically have a "Logistics View" where you can add RPO and PPO quantities and vendors, and then use the Logistics menu on...

  • Aaron Horn commented,

    1. Community
    2. Reports
    3. "Barcoded items in storage container" report?

    Hey Ariella, Check out the "Serialized Container Report". It should get you what you need.  If you need a customized version, I'd be happy to help. Aaron HornConsultant (endorsed by Flex)aaronjhorn...

  • Aaron Horn commented,

    1. Community
    2. General Discussion
    3. Received Signed Contract Column in Daybook

    Hey Kate, Element Definition custom fields can be used for this. Go to Main Menu > Projects > Element Definitions > Quotes (or whatever element definitions you want them asscoiated with) > "Custom ...

  • Aaron Horn commented,

    1. Community
    2. Quotes
    3. Is there a sent email archive in Flex?

    Hey Sander, you can now adjust email templates (Projects > Email Templates) to have a default CC or BCC. It can be assigned "USER" which will copy the user sending the email, or you can add a speci...

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  • Aaron Horn commented,

    1. Community
    2. Accounting
    3. Income sorted by client

    Peter Link, ignore what I said if the stock report Randy suggested meets your need. Let me know if I can be of assistance if you need a custom version or any other Flex needs.  

  • Aaron Horn commented,

    1. Community
    2. Accounting
    3. Income sorted by client

    Hey Peter, This would need to be a custom report.  If I can assist with this need, shoot me an email.  I've been an endorsed Flex consultant for almost 10 years and have supplied many custom report...

  • Aaron Horn commented,

    1. Community
    2. Inventory Types and Settings
    3. Retail items on Quote need to be retail and each

    Hey Dusty and Sander, You're possibly missing 2 steps. Step #1:Make Retail resource type your default expendable type. (Note only 1 resource type can have this set to yes.)Main Menu > System Settin...

  • Aaron Horn commented,

    1. Community
    2. System Settings
    3. Using "Finalize" to Push Workflow

    Hey Chris, Newer instances default to using the Linked workflows for PS's and Mn's.  Yours may not, though it's curious to me that you don't have a workflow assigned.  You'll need to assign an appr...

  • Aaron Horn commented,

    1. Community
    2. Warehouse, Scanning, and Barcodes
    3. Possible to add more "layers" to the bin location function?

    You can also move everything to the Section or Bin field despite what it's labeled and leave the others blank. That would maximize your flexibility.  Internally, your team would need to understand ...

  • Aaron Horn commented,

    1. Community
    2. Reports
    3. Automated Deposit Due report

    Hey Peter, If you're talking about the stock "Deposit Due Date" report, it has a few filters on it.  The 2 most relevant are report status settings (e.g. Main Menu > Projects > Element Definitions ...