Aaron Horn
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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Recent activity by Aaron Horn Sort by recent activity-
Petras Balsys, I was chatting with Benjamin 'Bigs' Coppel whose the other endorsed Flex consultant. He suggested instead of creating another Quote view, just build a custom report that has everyth...
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Hey Petras, As far as adding another element for testing purposes, I think that's probably a good reason to create another element. I don't really have any concerns for you there. Also, Flex offe...
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Greg, some clients will copy from the manufacturer's summary or spec page about the item and stick it in the narrative description as an internal reference. But like you're pointing out, it doesn'...
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Hey Tom, This is a common problem. Packages change and copying from an old quote won't reflect that. There's no easy fix to this. It's the nature of copying from old jobs. It's basically a ques...
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sorry that mine and Nick's responses are redundant in places. My post was "pending" for 4 days apparently because I edited it too many times in a row. Nick wouldn't have seen my original post whe...
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Hey Atticus, 2 recommendations. The 1st probably feels like a non-answer which is to get used to seeing the sold items in your list of units. You can always sort however you like if you need to (...
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Hey Atticus, You'll have to build the desired workflow actions in the Pull Sheet and Manifest workflows for the "Prepped" and "Returned" state change if it's not already. After you have the workfl...
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Hey Atticus, There's not a way to have separate sections in the inventory tree. Some Flex clients use just a separate Sales folder at the top. I personally recommend that you put a sales folder w...
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Not sure of the %, but I have several Flex clients who use QBO. Do you have any specific questions? I'm a Flex endorsed independent consultant if you would like to reach out. Lisa at Flex is als...
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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...