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-
Hey Cody Homewood, You could try the Purchased Report with the Resource Type set to Subrental. But likely a custom report would be a better fit. This stock report is not consolidated or sorted id...
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Hey Alex, you can put some or all of the individual items on the PO, and line mute them if you don't want them to appear for the vendor. Would that work for you? Aaron HornFlex Endorsed Consultant...
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Chris Johnson, I'm deleting my previous recommendation. That report has some logic to it that makes it not a good fit for what you were trying to do. If you need a custom report for this, let me ...
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Yeah, I would be curious how it changed as well. Happy Flexing, Max.
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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.