General
Announcements
Release Notes
- ★ Release Notes for Version 21.2.100.185
- ★ Release Notes for Version 21.1.204.113 Hotfix
- Release Notes for Version 21.1.220.176 Pre-Release
- Release Notes for Version 21.1.200.098
- Release Notes for Version 20.4.100.019
- Release Notes for Version 20.3.100.279
FAQ
- ★ Installing the Opening Suite Client Application
- ★ View Your Support Tickets in the Help Center
- Accessing the ComsenseOnline System
- Advantage Reports with Different Logos by Division
- Applying an Opening Suite Pre-Release Update
- Applying Updates to Opening Suite
Brand Guides
- Air Louver (AV) - Brand Guide
- Baron (CBN) - Brand Guide
- Ceco (CD) - Brand Guide
- Curries (CC) - Brand Guide
- De La Fontaine (CDL) - Brand Guide
- Fleming (CFM) - Brand Guide
Resources
- ★ Comsense Opening Suite Client Installer
- Allegion RFQ Client Files
- ASSA ABLOY Door and Frame Electronic Ordering Application Download
- Ceco Electronic Ordering
- Comsense Academy Course Directory
- Electronic Quoting and Ordering with VT and Comsense Enterprise
Data Warehouse Spreadsheets
- AR Aging
- Booking List
- Completed Project Info
- Customer Payments
- Estimate - MFG Cost vs Sold Contract Cost Per Year
- Late Customer Payments
Video - Tutorials
- ★ Searching with Advanced Filtering
- Activities Tutorial Video
- Bid Management Tutorial Video
- BIM Takeoff Import Tutorial Video
- Change Order Tutorial Video
- Chart of Accounts Tutorial Video
Video - Overviews
Product Documentation
Accounting
- Administrative Set-Up for Interest Invoices
- Administrative Set-Up for Supplier Shipment Errors
- Administrative Set-Up for Tax Adjustments on Sales Orders
- Administrative Set-Up: Issuing a Check Refund
- Application for Payment Approved for a Different Amount
- Bank Reconciliation Process
Administration - Estimating & Detailing
Catalog Maintenance
- Size Required Field Update
- Viewing Live Catalog Status
- Why are Attributes & Properties Not Populating on a Purchase Order for User-Maintained Products?
- Generating Purchase Order Positions
- Building In-House Preps
- Creating Option Groups for User-Maintained Products
Data Warehouse
- Comsense Data Warehouse
- Connecting Excel to the Comsense Data Warehouse Database
- Change Order - Data Warehouse Tables
- Customer - Data Warehouse Tables
- Estimate - Data Warehouse Tables
- Invoice - Data Warehouse Tables
Detailing
- Adding a Part or Labor to Sourced Product from a Different Manufacturer
- Adding Project Sections to a Sold Project
- Applying Default Preps from the Complete Window
- Completing a Project
- Completing Project Requirements
- Creating a Change Order
Estimating
- Creating a Unique Bid Proposal for Multiple Divisions
- Door & Frame Schedule Data Table Requirements
- Estimating
- Estimating: Creating Hardware Sets
- Importing Door & Frame Schedules
- Merging Two Projects
Managed Products / Inventory
- Building a Managed Product
- Building Managed Products from a Product Import List
- Creating a Purchase Order
- Inventory & Purchasing: Receiving Damaged Products
- Inventory & Purchasing: Supplier Ships Excess or Unrequested Product
- Managing Discontinued Product
Order Entry
- Creating a Purchase Order for a Non-Inventory Item (Miscellaneous Purchase Order)
- Using Sales Order Workflow Security Settings
- Filtering All Orders from a Customer Using the Orders Management Wizard
- Orders Management Window Update
- Orders Management Wizard
- Quality Control Notes
Project Management
- Alternate Sourcing
- Alternate Sourcing Product with Labor for Non-Requisitioned Material
- Cleaning Up Incomplete Transactions
- Error when Opening an Attachment
- Installation Feature
- Ready To Ship Management Window
Reports
- Adding a Logo to Report Headers
- Awarded Project Summary Report Parameters
- Bid Proposal Report Parameters
- Change Order Report Parameters
- Complete Opening Detail Report Parameters
- Component Costing Report Parameters
System Options
- Setting Up Customer Emails to Auto-Populate in Outlook
- Updating Enterprise Security Settings
- Managing Fiscal Years & Fiscal Periods
- Creating a New Label Template
- Receiving Error When Generating Balance Sheet Report
- Error Message: Could Not Save Receiving, Work Order, Stock Requisition, or Invoice
Tools
- Using Activities for Internal Communication
- Using the List Export Tool in Enterprise
- Using the Selection Tool
- Using the Activities Tool
- Using Custom Filters in Enterprise
- Using Attachments in Comsense
New Submittal & Advantage Reports Tool
Administration
Operations
- Using the Custom Preamble Tool
- Using Generic Preamble Documents
- Creating a Submittal Using the New Submittal & Advantage Reports Tool
- Creating a Purchase Order Using the New Submittal & Advantage Reports Tool
- Creating a Door or Frame Request for Quote Using the New Submittal & Advantage Reports Tool
- Creating Reports Using the New Submittal & Advantage Reports Tool