Tutorial Title

Summary

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Combining POs and PAC Slips

Leverage manufacturer discounts by combining POs

Whosaler Purchase Orders

When not purchasing product directly from the manufacturer

Mass Add, Delete & Change 
(part 1)

Easy method for making broad changes to SFH tables

Mass Add, Delete & Change
(part 2)

Easy method for making broad changes to SFH tables

Frozen Selling Price

How to use the Frozen Selling Price feature

Search & Replace for Dormakaba Rebranding

Updating hardware books and items due to 3/25/22 changes

Missing Adders Message

Actions to take to clear a "Missing Adders" message

Hardware Markup & Multiplier

Managing markup, mulitpliers & manufacturer surcharges

Installation Labor - Part 2

How to add itemized labor charges

Installation Labor - Part 1

How to add a "lump sum"
labor charge

Price Books

How to add and update electronic price books

Paired Hardware Sets

How to add hardware sets to a paired opening

Change Orders

Adding items in a job after the job has been approved

Prep Codes

Learn how to utilize prep codes on your doors and frames

Copying Information

Save time by copying jobs, hardware sets & elevations

Areas in Contract Jobs

How to create, define and assign areas within contract jobs and quotes

Creating a Backorder Sales Order

How to create a backordered sales order and generate a packing slip

Creating a Transom Light Elevation

How to create specialty elevations using the frame elevation drawing tool

Creating a Flag Elevation

How to use the frame elevation drawing tool to create a flag elevation

Creating Paired Openings

How to create basic paired openings and add hardware sets