Activities

Activity

• Using the Activities Tool

Order Entry

Quote

• 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

See all 11 articles

Sales Order

• Adding Opening Numbers to Sales Order Line Items
• Receiving a Deposit for a Sales Order
• Handling a One-Cent Rounding Balance on Sales Orders with Deposits
• Sales Orders: Customer Return
• When Should I use a Sales Order with Openings vs. a Project
• How to Refund a Sales Order Customer Deposit

See all 7 articles

Customer Return

• Issuing Credit Without a Customer Return
• Projects: Customer Return

Cash Drawer

• Opening & Closing a Cash Drawer

Shipping/Receiving

Shipment Management

• Shipment Management Window

Shipment

• Removing a Miscellaneous Cost from a Shipment
• Receiving Damaged Product
• Handling Excess or Unrequested Product from a Supplier (Receiving)
• Setting Up to Resolve Supplier Shipment Errors
• Shipping Product to a Customer

Ready to Ship Management

• Ready To Ship Management Window

Inventory/Purchasing

Product Master

• Product Master Window

Managed Products Management

• Understanding COGS & Hits for Managed Product in Comsense

Warehouse Location Assignment

• Using the Warehouse Location Assignment Window

Purchase Order

• Creating a Purchase Order

System Options

Chart of Accounts

• Creating a General Ledger Account

Supplier

• Using the Supplier Window
• Authorizing Suppliers for Prepayment

Cash Drawer Maintenance

• Cash Drawer Maintenance

Account Assignment

• Error Message: Could Not Save Receiving, Work Order, Stock Requisition, or Invoice

Balance Sheet Model

• Receiving Error When Generating Balance Sheet Report

Company

• Managing Fiscal Years & Fiscal Periods

Security

• Updating Enterprise Security Settings

Customer

• Setting Up Customer Emails to Auto-Populate in Outlook

Email Client

• Setting Up the User Email Client

Bank Account List

• Setting Up Bank Accounts

Reports

Reports

• Using the Comsense Email Client

Report Management

• Setting Up Submittal Templates for the New Submittal & Advantage Reports Tool
• Setting Up Cover Pages for Submittals
• Using Report Key Fields (New Submittal & Advantage Reports Tool)
• Copying Report Management Settings

Label Template

• Creating a New Label Template

FAQs

Purchasing Guide

• Inventory & Purchasing: Receiving Damaged Products
• Unsourcing a Product
• Handling Excess or Unrequested Product from a Supplier (Inventory/Purchasing)
• Supplier Return Procedure

Inventory Management Guide

• Building Managed Products from a Product Import List
• Transferring Product from Pool
• Building a Managed Product
• Performing an Inventory Count in Comsense

General FAQs

• Resolving Discrepancies Between Physical Inventory Count & the WIP Valuation Report
• What is the Difference Between Equivalent Products and Alternate Products?
• Using the List Export Tool in Enterprise
• Using the Selection Tool
• Using Custom Filters in Enterprise
• Using Attachments in Comsense

See all 9 articles

Error FAQ

• Error when Opening an Attachment
• Admin Access Only Mode

Guides

• ★ Installing the Opening Suite Client Application
• ★ View Your Support Tickets in the Help Center
• Accessing the ComsenseOnline System
• Adding a Part or Labor to Sourced Product from a Different Manufacturer
• Adding Division Logos to Advantage Reports
• Alternate Sourcing

See all 45 articles

Data Warehouse

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

See all 11 articles

System Administration

User Preferences

• Enabling the New Submittal & Advantage Reports Tool

Updates

• Program and Catalog Updates

Estimating & Detailing

Projects

• Restoring a Lost Bid Section in a Project
• Adding Project Sections to a Sold Project
• Creating a New Project Section
• Creating a New Product Cost Group

Hardware

• Leaf Assignment Column Update
• What is the Difference Between Hardware Sets and Hardware Headings?

Default Preps

• Using Prep History
• Default Preps Best Practices
• Default Preps Update

Complete

• Applying Default Preps from the Complete Window
• Replacing Product(s) Using the Product Change Wizard
• Replacing an Attribute on Multiple Openings

Pricing

• Complete Opening Detail Report Parameters

Reports

• Adding Division Logos to Report Headers
• Awarded Project Summary Report Parameters
• Bid Proposal Report Parameters
• Change Order Report Parameters
• Component Costing Report Parameters
• Create a Custom Printer Page Size for Labels

See all 31 articles

Preamble

• Using the Custom Preamble Tool
• Using Generic Preamble Documents

Submittal

• Creating a Submittal Using the New Submittal & Advantage Reports Tool
• Cover Pages, Header Styles, & Footer Styles in the Advantage Submittal Tool

Catalog Maintenance

Hardware

• Size Required Field Update
• Creating Option Groups for User-Maintained Products

Doors/Frames

• Applying Current Door & Frame Pricebooks after Price Protecting
• Why are Attributes & Properties Not Populating on a Purchase Order for User-Maintained Products?
• Generating Purchase Order Positions
• Building In-House Preps

Discounts

• Applying Manufacturer Discounts to Multiple Products
• Catalog Settings for Discount Division Groups

Installation Operations

• Installation Feature

Release Notes

Announcements

• Changes to Allegion's Canadian Catalogues
• Assa Abloy Canada Pricing - Extended Effective Dates
• Changes to ASSA Abloy's Canadian Catalogues
• Ceco Electronic Ordering Preparation
• Welcome to the Help Center

Release Notes

• ★ Release Notes for Version 22.2.100.154
• Release Notes for Version 22.1.100.063
• Release Notes for Version 21.4.100.014
• Release Notes for Version 21.3.200.315 (Hotfix)
• Release Notes for Version 21.3.100.281
• Release Notes for Version 21.2.100.185

See all 37 articles

Product Documentation

Accounting

• Administrative Set-Up for Interest Invoices
• Administrative Set-Up for Tax Adjustments on Sales Orders
• Administrative Set-Up: Issuing a Check Refund
• Application for Payment Approved for a Different Amount
• Auto-Select Orphaned Change Order Suggested Billing
• Bank Reconciliation Process

See all 43 articles

Detailing

• Completing a Project
• Completing Project Requirements
• Creating a Change Order
• Door and Frame Price Protection
• Grouping Project Subtotals by Buildings & Floors
• Handling Multiple Doors or Frames on One Opening

See all 16 articles

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

See all 11 articles

Managed Products / Inventory

• Managing Discontinued Product
• Ordering Package Quantities and Selling by Each

Data Warehouse Spreadsheets

Data Warehouse Spreadsheets

• AR Aging
• Backlog
• Booking List
• Completed Project & Sales Order Info
• Customer Payments
• Estimate - MFG Cost vs Sold Contract Cost Per Year

See all 18 articles

Videos

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

See all 20 articles

Video - Overviews

• Change Orders Overview Video
• Hardware Set Import Overview Video
• Inventory Management Overview Video
• Quotes and Sales Orders Overview Video
• Sourcing Overview Video
• Specification Import Overview Video

Comsense Academy

Comsense Academy Course Directory

• Comsense Academy Course Directory

Advantage Setup

• New Submittal & Advantage Reports Tool Courses in Comsense Academy

Resources

Resources

• ★ Comsense Opening Suite Client Installer
• Adding or Renaming Detail Drawings in the Elevation Detail Library
• Allegion RFQ Client Files
• Assa Abloy Door and Frame Electronic Ordering
• ASSA ABLOY Door and Frame Electronic Ordering Application Download
• Comsense Online Hosted Maintenance Window

See all 16 articles

Brand Guides

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

See all 17 articles