Customer Success Team
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Changing the Status of a Purchase PO
Overview Using Workflow Actions to Change the Status of a Purchase PO Manually Changing the Status of a Purchase PO Status Option Definitions Overview Each Purchase PO has a status applied to it...
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Changing the Status of a Rental PO
Overview Using Workflow Actions to Change the Status of a Rental PO Manually Changing the Status of a Rental PO Status Option Definitions Overview Each Rental PO has a status applied to it. You ...
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Adjusting Settings for QuickBooks Desktop
Introduction Understanding Naming Settings Understanding GL Account Settings Understanding Categories & Jobs Settings Using the Resource Map Using the Element Map Next Steps Introduction This ar...
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Generating a Transfer Order PDF
Overview Using the Generate PDF Option Enabling and Disabling Other PDF Report Options Overview There are a variety of Transfer Order PDF reports that you can print. These reports can be found i...
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Adjusting Settings for Google Calendar
Introduction Linking to Your Google Calendar Using the Contact Filter Using the Warehouse Filter Using Publish Columns Next Steps Introduction Once you have finished Connecting Flex to Google, y...
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Add, Edit, and Delete Calendar List View Columns
Overview Add a New List View Column Editi a List View Column Delete a List View Column Overview When you click the Edit Calendar Template cog-wheel next to the calendar template selector, you w...
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QuickBooks Online Integration Settings
Overview Authorizations Settings Resource Map Element Map Overview The QuickBooks Online integration settings page is where you can authorize users to use the integration, set up which resources...
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Inventory Structure and Availability (Video)
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Generating a Pull Sheet PDF
Overview Using the Generate PDF Option Overview There are a variety of Pull Sheet PDF reports that you can print. These reports can be found in the Workbench Menu (right-hand menu) of a Pull She...
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Inquiry Scan
Overview Performing an Inquiry Scan Overview An inquiry scan allows you to scan an item to see general information about it without scanning it in or out of your system. The following informatio...