Customer Success Team

  • Total activity 570
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 286

Articles

Recent activity by Customer Success Team Sort by recent activity Recent activity Votes
  • Containers and Packages

    Overview Serialized Packages Serialized Storage Overview In Flex, you can virtually build containers and packages in the same way that they are built physically. For example, if you have an amp ...

  • Numbering Schemes

    Overview Adding a Numbering Scheme Editing Numbering Scheme Settings Deleting a Numbering Scheme Undeleting a Numbering Scheme Overview Numbering Schemes are a way that you can organize resource...

  • 0.27.75

    What's New in Version 0.27.75 (release date 2023-01-26) Implemented Element Definitions > Equipment List Options and Views tabs (previously "Document Views"). Implemented System Settings > Sensiti...

  • 0.27.74

    What's New in Version 0.27.74 (release date 2023-01-06) Implemented Element Definitions > Shipping & Receiving and Contact List Report tabs as well as additional Line Item Options (previously "Exp...

  • QuickBooks Desktop | Overview and Key Concepts

    Introduction How it Works Next Steps Introduction Flex integrates with QuickBooks Desktop so you can combine the strength of Flex's inventory management with the accounting software you're accus...

  • Running the LASSO Export Report

    Overview Enabling the LASSO Export Report Running the LASSO Export Report Matching Fields Between Flex and LASSO Importing the LASSO Export Report Into LASSO Overview Flex has partnered with LAS...

  • 0.27.73

    What's New in Version 0.27.73 (release date 2022-12-15) Implemented Element Definitions > Copy Targets and Custom Rows tabs. Implemented Google Calendar integration. Implemented Projects > Email T...

  • Subrental and Purchase Suppliers

    Overview Adding a Purchase Supplier to an Inventory Item Adding a Subrental Supplier to an Inventory Item Editing an Item's Purchase and Subrental Suppliers Choosing an Item's Default Suppliers to...

  • Generating Reports Within an Element

    Overview Generating Element Level Reports Enabling Element Level Reports Generating a "Stack" of Reports That Print as One PDF Overview Whenever you have an element open (Quote, Invoice, Pull Sh...

  • Generating Reports From the Reports Menu

    Overview Generating Definition Level and Global Reports Enabling Definition Level Reports Overview There are two types reports that you can generate from the Reports page located on the Main M...