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-
There's not a way to do this with the integration. While not as efficient, you could have a custom report that produces a CSV format of the Invoice that is summed by Type. Then you could import i...
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Ah, in the UI. I missed that. Yeah, there's no settings for that, but that would be a good feature request. You're not the only Flex client I've had ask about that.
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You can just remove the one that shows tax, and make the "Total Price Without Tax" the bottom field. Does that not work?
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This won't be a solution for everyone, but you could try out creating partial pull sheets. You would basically have a master pull sheet, and then create partial pull sheets from that. This would ...
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Hey Christopher Nathan, PO's can work with QBO. Even recently I've been testing this with a client. If you want to do a live testing session to work through it, just reach out. I'm a Flex endors...
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You don't edit the Custom Field number. You just edit the caption (what you want to name it) and the field type. But when you add it to the header, it will be listed by the caption you entered.
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Hey Alex, you should be able to change the Caption column which is basically the custom field name. That's how you'll reference it when you add it to the header. So you only need to edit the capt...
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Hey Alex Triana, You can add it as a custom field to your documents. If you have admin access, you'll go to Main Menu > Projects > Element Definitions > Quote > Custom Field tab. There you can ad...
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Hey miguel baptista, I don't believe there is a way to do this in the UI. You can bulk edit multiple units of a model and add the prefix to all of them (ex. "PJ-"), but ultimately, you'd still hav...
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Hey Tyler Schiro, You may not need a report for that. You can add it as a column of an element table, like Main Menu > Projects > Quotes. Then you can sort or search by that field. The table col...