The Forecast window is used to enter potential future sales for a Product. The Forecast feature can be used in conjunction with the MRP feature to generate Purchase Orders based on MRP Action Items.

AV 2017 introduces PO Receiving via bar code scanner, web browser and hand held devices.  Refer to this article for more information!

If you've created a Purchase Order for Inventory items then you'll need to get those items into Inventory so you can sell them to your Clients. Here's how to do it!

Important: Please execute a database backup prior to starting any import process!

Notes about special fields:

• Client Name: This field is required when creating new records. It can also be used as a key to lookup Client records when choosing to Update Existing Records.
  • If you're importing a Client with a first and last name, then this Client Name field should contain the Client's Last Name. There is a separate field for First Name.
• Telephone Main: This field is required when creating new records. It is not required when choosing to Update Existing Records.
• ID: This field should be left blank when creating new records. It should only be used as a key to lookup Client records when choosing to Update Existing Records.
• Relation: If this field is left blank when creating new records, then it will be pulled from the Client Defaults that are set in: Administration ➤ System Setup ➤ Sales & Purchasing. There are ONLY two possible Client Relations allowed:
  • Client
  • Prospect

We often get questions about the difference between Technical Support and Consulting. People wonder, "Where's the line?" or "How do I know when I've crossed it?" Given that Technical Support is covered by your CCP membership and Consulting is billed by the hour, these are important questions!

• Technical Support helps you to understand why the software is doing what it's doing or reproduce any error condition you may encounter so we can get it on our fix list.
• Consulting covers anything else, like creating reports, anything to do with custom scripts, helping you learn how to use the software (i.e training), or helping you figure out how to best utilize the software in your business, among many other things.

That said, here are our official definitions and policies: