Flex Customer Success Team

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Recent activity by Flex Customer Success Team Sort by recent activity Recent activity Votes
  • Official comment
    1. Community
    2. Quotes
    3. When creating a Rental PO, my tax rule doesn't work.

    Hey Justin, Your standard 'Sales Tax' rule works because you're using the Sales Tax Category of 'HST'. Your 'HST' Sales Tax Rule is not working because it does not have a Sales Tax Category and the...

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    • Flex Customer Success Team
    • 0 votes
    1. Community
    2. General Discussion
    3. Purchase Orders (PPO) - Closing

    Hey Bob, You can add a Workflow Action to your POs that allow you to directly move the document into a closed Status without receiving them. If you need any help with this, we have training availab...

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    • Flex Customer Success Team
    • 0 votes
    1. Community
    2. General Discussion
    3. Creating a PO by Scanning Items?

    Hey Ian, Flex5 does not currently support scanning items to documents outside of a scanning screen. This functionality was available in our older interface of Flex4 but received a lot of backlash f...

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    • Flex Customer Success Team
    • 0 votes
  • Official comment
    1. Community
    2. Quotes
    3. creating a new quote

    Hey Robert, The Open/Closed setting when creating a Quote is a common misunderstanding. It initially says closed because the Quote technically isn't created at that point. As soon as you press 'Ok'...

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    • Flex Customer Success Team
    • 0 votes
  • Official comment
    1. Community
    2. Flex5 Feature Requests
    3. Google Calendar link to flex page

    Hey Andrew and David, Our team is currently looking into the logistics of implementing this feature in addition to the possibility of automatically attaching a PDF of the report to the calendar eve...

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    • Flex Customer Success Team
    • 0 votes
  • Official comment
    1. Community
    2. Inventory Types and Settings
    3. Retail Quantity Not Changing

    Hey Andrew, Please reach out to training@flexrentalsolutions.com with your Flex instance ("company".flex) and let me know exactly which expendable items you're having issues with so I can look into...

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    • Flex Customer Success Team
    • 0 votes
  • Official comment
    1. Community
    2. System Settings
    3. Flex5 Services Questions

    Hey Olivia, 1. I haven't personally seen this type of pricing used with any companies yet, but it is definitely possible. What I would recommend is setting up a Pricing Model called something like ...

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    • Flex Customer Success Team
    • 0 votes
  • Official comment
    1. Community
    2. Inventory Types and Settings
    3. Campo notas

    Hola, Comuníquese con support@flexrentalsolutions.com y proporcione el nombre de su empresa para que podamos investigar esto más a fondo.   Gracias, Nick Nazario - Customer Success Associate

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    • Flex Customer Success Team
    • Edited
    • 0 votes
  • Official comment
    1. Community
    2. Technical
    3. Can not compete New Quotes, RPO's/PPO's or Edit Header...

    Tim, Please contact support@flexrentalsolutions.com if you're still having issues with this. This seems like an isolated incident to your particular Flex instance and they'll need to look further i...

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    • Flex Customer Success Team
    • 0 votes
  • Official comment
    1. Community
    2. Accounting
    3. Invoice Date = Ship Date

    Hey Scott, If you're referring to the "Prepared Date", the only automation for that is simply the date it's created and there's currently no way to automatically generate the Invoice on the ship da...

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    • Flex Customer Success Team
    • 0 votes