Global Settings 14

• Hours of Operation
• Custom Outgoing Email Domain
• Personalized Outgoing Email Addresses
• Setting Up A Custom Domain/URL
• Invoice Numbering & Prefixes

See all 14 articles

User Management 7

• Adding New Users
• User Details
• User Access Rights
• User Group Memberships
• Adding Alerts

See all 7 articles

Customer Communication 4

• Customer Communications Settings
• Creating Custom Customer Industry Types
• Estimate, Invoice, and Statement Display Settings
• Customer Communication and Email Overview Video

Part & Pricing Template Management 19

• Creating Parts
• Cloning Parts
• Part Groups
• Part Categories
• Part Categories vs. Part Groups

See all 19 articles

Modifier Management 6

• Creating Modifiers Overview
• Managing Modifiers
• Adding Custom Properties to Modifiers
• Modifier Pricing Tiers
• Modifier Pricing Formulas

See all 6 articles

Machine Management 4

• Creating Machines Overview
• Associating Machines to Parts
• Layout Manager Overview
• Setting up Layout Modifiers

Location & Tax Management 7

• Managing Locations & Company Settings
• Creating Tax Agencies
• Creating Tax Groups
• Tax Group Rounding
• Updating Sales Tax

See all 7 articles

Credit Card Processing 4

• How to Process Credit Cards using a EMV (Chip) Terminal
• Understanding Online and Offline Credit Card Transactions
• Credit Card Surcharges
• Saved Credit Card Management

Import Tools 4

• Importing Parts with Excel Templates
• Importing Vendors & Templates
• Importing Customers & Templates
• Importing Data