Receiving a Payment Last but not least, we will discuss the crucial step of receiving payment from the customer. We will guide you through the necessary processes, including invoicing and payment processing. To receive payment from a customer, you can access the main KPI screen and click on “Order to Invoice”. Then, you can select the relevant sales order and click on “Save Invoice”. Once you’ve received the payment, click on “Receive Payment” and fill in the amount received. Our video tutorial will also cover additional best practices and strategies for managing and processing payments effect ..read more

Shipping a Sales Order: The shipping process involves delivering the products or services to the customer. We will cover the necessary steps, including any required documentation and tracking information. To ship your sales order, you can start by accessing the KPI on the main screen and clicking on “Orders to Ship”. Alternatively, you can access the sales order itself and click on “Shipping” in the top right corner. From there, you can select the relevant orders and click on “Create Shipment” to generate a shipping document. Our video tutorial will also provide you with additional insights an ..read more

Procuring a Sales Order Now, let’s move on to the procurement process, which involves obtaining the products or services included in the sales order. We will guide you through the necessary steps, including any required approvals and negotiations. To begin the procurement process, you can access the sales order from either your sales order page or the “Open Sales Orders” section in the Sales Module. Once you’re in the sales order, you can click on the “Procure” button, define the necessary action, and save the order. Our video tutorial will also cover how to complete the production and purchas ..read more

Cycle count Cycle counting is a method of inventory management in which a small portion of a company’s inventory is counted and recorded on a regular basis, rather than counting the entire inventory at once. There are two types of inventory, Buy to stock and Make to stock ..read more

Items Obviously we would need something to sell. The items module lets you create products to manufacture and sell. An item can be a raw material for your final product or something to assemble ..read more

Departments and Work Centers A key feature in our software is divnisioning various departments and work areas or hubs. You will need to input the necessary information such as the names of the departments and work centers, their respective locations, and any relevant details about their capabilities and capacity constraints. The following video will touch on this subject ..read more

Suppliers Vendors provide resources to complete orders. Setting up a vendor is easy and can be associated with various metrics. Including groups and regions to name a few ..read more

Customers Getting started begins with adding clients. These are the key components of the CRM and ties all modules together. Clients are attached to order and sales opportunities. This short video will provide a brief overview ..read more

Join us at the 2023 Houstex, in Houston, Texas on February 21-23. Visit our booth #3022 (by main entrance) and learn from our experts about new manufacturing workflows and how the our MRP system is being used in the industry today. Register here ..read more

Apply Here: [contact-form-7] Job Title QA Tester Job description: The QA Tester supports the Quality Assurance efforts and processes in alignment with QA strategy and deliverables in an Agile/Scrum environment with minimal guidance. Responsible for evaluating and testing software programs to verify that the program functions according to outlined requirements and industry standards. About us: 24SevenOffice is a Norwegian tech-company with international ambitions. Already from the beginning we decided to be courageous, and took a leap of faith by doing something nobody else had done befo ..read more