Kimberly Lee
Articles
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Schedule Pro Alert Auto Update Routines
Alert Auto Update Routines WARNING: Any of these four Auto-Updates will apply to ALL alerts, regardless of filters applied on this screen. Therefore, even if filtered to a certain Job Type or S...
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Missing Checks Report
Add/Edit Checks File>Banking>Add/Edit Checks A Missing Check Report was added in version 18.0 to the Add/Edit Checks Browse Screen. Prints a report of check numbers which have not been posted or ...
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Schedule Pro Work Ticket
Print schedule pro work ticket: Highlight the jobs to print and then click the print schedule pro work ticket button Clicking this button will print a work ticket for the highlighted job. Choose...
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Updating Estimate Line Values
This selection allows updating the selling price or profit margin on estimate lines if the costs of products or services change. It is an easy way to ensure the estimates are up to date when price...
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Schedule Pro Job Summary Reports
Job Summary Scheduling Reports Schedule Pro>File>Reports>Job Summary Reports Does not include the lines and prints one record per job per day. Job Summary 1-3 All 3 reports include Order Number, Cu...
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Inventory History
Inventory>File>(Roll Inventory or Item Inventory)>History Button Activity for an inventory product may be displayed. The transaction type equals the status on the line as it is changed i.e. "re...
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What if I have Specific Customers I want to follow ?
Did you know that Account Managers can set notifications based on a specific customer? Set up Set Notification based on Customer Then select One Specific Customer. Select the Customer from th...
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Printing Product Price Tags
Products>File> (Roll or Item)To generate price tags, first the select the product record by tagging one or more records. Then click the printer button. Click the down arrow to select a price tag fo...
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View Available Inventory by Dye/Run Lot
The ability to view Available Inventory by Dye/Run Lot has been added. This can be viewed by clicking the View Dye Lot Information button on the toolbar. The Inventory By Lot screen will appear ...