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
- Completing an Application for Payment After Approval
Administration - Estimating & Detailing
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
- Creating a Change Order
- Door and Frame Price Protection
- Opening Number Sorting
- Selling a Change Order
- Sorting Items in the Hardware Schedule
- Timely - Elevations Entry
Estimating
- Creating a Unique Bid Proposal for Multiple Divisions
- Door & Frame Schedule Data Table Requirements
- Estimating
- Estimating: Creating Hardware Sets
- Importing Door & Frame Schedules
- New Estimate Setup
Managed Products / Inventory
- Building a Managed Product
- Creating a Purchase Order
- Determining Unsourcing vs Customer Return
- Inventory & Purchasing: Receiving Damaged Products
- Inventory & Purchasing: Supplier Ships Excess or Unrequested Product
- Managing Discontinued Product
New Submittal Preview
Order Entry
- Receiving a Deposit for a Sales Order
- Purchase Order Management Window
- Issuing Credit Without a Customer Return
- Projects: Customer Return
- Handling a One-Cent Rounding Balance on Sales Orders with Deposits
- Opening & Closing a Cash Drawer
Project Management
Reports
- 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
- Processing 1099 and T5018 Forms
- Using Report Management to Specify Printers for Reports