Customer Success Team

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Articles

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  • Creating a Labor PO from a Crew Call Line Item

    Overview Creating a Labor PO from a Crew Call Line Bulk Creating Labor POs from Crew Call Lines Changing the Labor PO Target Overview As part of the Staffing Plus add-on, you will have the abili...

  • Pricing Models

    Overview Adding a Pricing Model Editing a Pricing Model Creating Tiers for a Tiered Pricing Model Overview You can set up multiple pricing models in your Flex system and use them on financial el...

  • Inventory Tree

    Overview Right-Click Inventory Availability Viewing Inventory Group Availability Overview Your inventory is organized into an inventory tree located in the left-hand menu (called the Resource Br...

  • Scheduled Inventory Counts - Learning Video

    Return To Article Overview In this Long-Format learning video with Chris Stein, we cover the theory, applications, and hands-on use of the Scheduled Inventory Counts feature within Flex5.  

  • Scheduled Maintenance

    Overview Enabling the Scheduled Maintenance Feature Setting up Scheduled Maintenance on an Inventory Model Viewing Scheduled Maintenance Information on a Unit Running Scheduled Maintenance Report...

  • Structure / Availability Settings

    Overview Inventory Presets Tracked by S/N Model Container Unit Container Contents Available Contents Permanent Free Pick Container Virtual Item Overview The Structure/Availability settings are s...

  • Terms & Conditions

    Overview Adding Terms & Conditions Editing Terms & Conditions Deleting Terms & Conditions Overview Terms & Conditions can be uploaded to your Flex system and included in the generated report you...

  • Serialized vs Non-Serialized

    Overview Serialized Model Example Non-Serialized Model Example Changing Non-Serialized Model Quantities Overview All of the physical inventory items that you want to track in your Flex system ne...