Recent Updates
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Reset the Permissions for the AV Server App. (Mac OS)
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Sales Summary
Updated on: Feb 02, 2023
The Sales Summary Screen provides an overview of Client or Product sales history.
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View Open Orders
Updated on: Feb 02, 2023
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Create a Quote
Updated on: Feb 02, 2023
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View & Modify the Gross Profit Margin on an Order
You can view (and modify) the Gross Profit Margin on an Order on either and Order-wide basis or on a line item basis.
First, there are a few System Configuration settings that you'll need to change...
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Ship from a Different Warehouse or Multiple Warehouses
<p>There are a few things to note with regards to determining the Warehouse that Inventory will be drawn from on a Sales Order.</p> <p>When a new Sales Order is created (before any data is entered) the Warehouse field on the Order will be populated with the Default Warehouse listed on the Person... -
Modify the Contents of a Kit on a Sales Order
This lesson will show you how to swap out part of a Kit's recipe after entering the Kit on a Sales Order. This allows you to make an Order-level change to the item's Recipe while keeping the original Bill of Materials intact.
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Fulfill an Order from a specific Lot or Serial Number
<p>You can fill items on Sales Orders using specific Lot Numbers (non-Serialized Products) or Serial Numbers (Serialized Products only.)</p> <p>Notes: </p> <p>Serial Numbers are tied to the Lot they were originally added to. In effect, when you Fulfill an Order using a specific Serial Number, y... -
Sales & Purchasing tab
Updated on: Feb 02, 2023
The System Setup: Sales & Purchasing window allows for customization of the Sales and Purchasing Modules.
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Edit the Shortcuts
Updated on: Feb 02, 2023
How to change the keyboard shortcuts associated with AcctVantage menu items.