NC Aaron
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Content Builder Substitutions
I think I am missing something simple. In the Storage Requirements of a Serialized Storage item, the right-hand column asks "Substitutions Permitted." I understand this to mean that an alternative/...
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Labor Update Notifications
I'm looking for a way to notify Flex user/users of updates to labor on a quote. Scenario is an account manager will create a quote, enter Staffing needs, and the labor coordinator will book staff t...
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Export Contacts with Bill Rate
Hi! Is there a place in Flex were I can view a list of contacts and their Bill Rate? Or, a way to export this data from Flex? Our team is trying to streamline their process to invoice freelancers, ...
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Inventory Item Dashboards
Hi! For the first time, I am looking at the Utilization and Revenue Dashboards to learn how to use them to find out where gear was through a given time period or to judge how often a given piece of...
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Barcode Size and Format
Hi! We are barcoding our inventory for the first time. The company chose to use 2" x 1" labels, and I am creating the layout for the labels. Two questions I have today are: 1. Is the barcode field...
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Purging Inventory to Prevent Future Use - Best Practices?
Hi! We have some items in our Flex Inventory that we would like to not have available to quote in the future. Some of them are Virtual Groups that have just become outdated. Some of them are Models...
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Scheduled Inventory Count in a System without barcodes
Hi! My company is a small to medium sized AV Production company. My bosses would like to perform an inventory count, but we operate without any scanning/RFID tags. Our current workflow is paper bas...