Enterprise App Articles
Overview In this article we’ll explain how to configure QuickBooks Online Integration. Connect to QuickBooks Open the Main Menu and scroll down to CONFIGURE. Click Settings. Click Connect to QuickBooks. Follow the connection wizard steps in the popup window. Global Settings Open the Main Menu and scroll down to CONFIGURE. Click Settings. Scroll down to Financial Information. Fill out Read more…
Overview In this article we’ll explain how to report on Installation and Service Jobs in the system. How to run the Jobs Report Open the Main Menu and scroll down to REPORTS Click Jobs Report A filter is required to generate reporting data. Please input one or more of the following filters: Install Read more…
Overview In this article we’ll explain how to pick inventory using the Picking List on a Job. How to Pick Inventory Open the job you want to pick inventory for. Click the Picking List button. If the job is type Installation, the picking list will be automatically populated from the Read more…
Overview In this article we’ll explain how to check the inventory level of a Product. How to check the Inventory of a Product Open the Main Menu and scroll down to CONFIGURE Click Products. Find the Product you want to check the inventory level for. In the Product Details, you will see the Read more…
Overview In this article we’ll explain how to import inventory using the Inventory Journal. How to import inventory Open the Main Menu and scroll down to JOURNALS Click Inventory Journal. Click the Import Inventory button. Optional: Add default values for Date, UOM and Reference (only do this if you are not importing this data). Read more…
Overview The settings page is where you can configure the global settings for the Enterprise app. Update the Enterprise App Configuration Open the Main Menu and scroll down to CONFIGURE Click Settings Fill out the following settings: Distance Allowance (m) – Distance (in meters) before a user is “too far” Read more…
Overview Selection Lists are lists which make the rest of the system work correctly. You will connect these lists to other parts of the system further on in the setup. Configure Selection Lists Open the Main Menu and scroll down to CONFIGURE Click Selection Lists Select the list you want Read more…