Popular Articles
Record an Inbound Delivery for a Purchase
Goal Record an inbound delivery for goods received from a supplier, update stock, and track batch numbers and shelf locations in the system. Procedure Step 1: Open the purchase Go to the top menu Purchase and open the purchase you want to receive ...
Update activity
Goal This article explains how to update an existing activity. You will learn how to open the activities list, find the correct record, and make changes. The system saves your changes automatically. Procedure Step 1: Open activities From the main ...
Company - Setup
Goal This article explains how to create a new company record, save the basic information, and complete additional details using the sections and tabs on the page. You will also learn how favorites, descriptions, private comments, report links, and ...
Company - Update
Goal This article explains how to find an existing company and update its information in the system. You will open the companies page, search for the company, open its record, make your changes, and finish. Changes save automatically. Procedure Step ...
Create activity
Goal Use activities to record events and store key information. You can connect an activity to your work using projects. This tool is for documentation only and does not include reminders. There is no reminder function for activities. Use activities ...