General
Announcements
Release Notes
- ★ Release Notes for Version 20.4.100.019
- Release Notes for Version 20.3.100.279
- Release Notes for Version 20.2.100.196
- Release Notes for Version 1.26.2619
- Release Notes for Version 1.26.2614
- Release Notes for Version 1.25.2549
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
- Alternate sourcing product with labor for non-requisitioned material.
- Applying an Opening Suite Pre-Release Update
Brand Guides
- Baron (CBN) - Brand Guide
- Ceco (CD) - Brand Guide
- Curries (CC) - Brand Guide
- De La Fontaine (CDL) - Brand Guide
- Fleming (CFM) - Brand Guide
- Hager (HA) - 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
- Completed Project Info
- Customer Payments
- Late Customer Payments
- Managed Products for User-Maintained Catalogs
- Quote Details
- Sales Journal
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
- Error #10060 for Catalog & Image Updates
- Creating a New Project Section
- Creating a New Product Cost Group
- Creating Option Groups for User-Maintained Products
- Catalog Settings for Discount Division Groups
- New Product Categories AD and AF
Data Warehouse
- Comsense Data Warehouse
- Connecting Excel 2013 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
- Completing a Project
- Completing Project Requirements
- Creating a Change Order
- Deleting a Project with No Sourcing
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 In-House Preps
- Creating a Purchase Order
- Determining Unsourcing vs Customer Return
- Inventory & Purchasing: Receiving Damaged Products
- Inventory & Purchasing: Supplier Ships Excess or Unrequested Product
New Submittal Preview
Order Entry
- Removing a Work Order from the Shop Schedule
- Scheduling a Work Order
- Adding Opening Numbers to Sales Order Line Items
- Printing Labels
- Receiving a Deposit for a Sales Order
- Purchase Order Management Window
Project Management
- Alternate Sourcing
- Cleaning Up Incomplete Transactions
- Error when Opening an Attachment
- Installation Feature
- Ready To Ship Management Window
- Shipment Management Window
Reports
- Adding a Logo to Report Headers
- Copying Report Settings From Another Division
- Create a Custom Printer Page Size for Labels
- Data Fields Available for Opening Product Labels
- Document Template Key Fields
- Enterprise Report Descriptions
System Options
- 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
- Admin Access Only Mode
- Cash Drawer Maintenance
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
- Attachments in Comsense