User_Y9BMT

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Anyone can help? Still can't global search all Sales Orders.

in How to show the global search in the custom role? Comment by User_Y9BMT Feb 20, 2023 5:26PM
I tried other roles. The sales manager and sales person cannot search the sales order by its name, such as "SO123". However, the sales manager can search for Items. I guess the problem is how to use global search find Sales Orders.

in How to show the global search in the custom role? Comment by User_Y9BMT Feb 19, 2023 1:58AM
The role has added the perform search. Other sales who hold the same role can global search. But I try to switch my account to a sales rep, I cannot do a global search.

in How to show the global search in the custom role? Comment by User_Y9BMT Feb 19, 2023 12:44AM
Got it. Thank you so much!!

in How can I find my deleted payment? Comment by User_Y9BMT Dec 5, 2022 9:44PM
Hi Jack, Thank you for your answer. Still working on it. Will update asap. Thanks

in How to Show the Customer's Phone in the Packing Slip? Comment by User_Y9BMT Oct 25, 2022 2:01PM
Yes, it is the advanced template. Can you guide me to modify the code?

in How to Show the Customer's Phone in the Packing Slip? Comment by User_Y9BMT Oct 21, 2022 2:52PM
Also, how can I filter by paid date?

in Report > Invoices Paid > Certain Date Range Comment by User_Y9BMT Oct 13, 2022 6:56PM
Sorry, one more question. From which Criteria shows the invoice is paid?

in Report > Invoices Paid > Certain Date Range Comment by User_Y9BMT Oct 13, 2022 6:55PM
Very helpful. Thank you so much!!

in Report > Invoices Paid > Certain Date Range Comment by User_Y9BMT Oct 13, 2022 6:34PM
Thanks, Dominica. I have got your email. I am contacting with our AE and still waiting for her reply. Meanwhile, do you know how can I create a report for a period of time of the invoice paid by clients. For example, during Sep. 1st - Dec. 30th, the total amount that one clients paid.

in How to set up sales commission? Comment by User_Y9BMT Oct 13, 2022 3:20PM
Yes. Thank you so much for clearly and patiently explanation. The problem has been solved.

in Reorder Point total from all locations Comment by User_Y9BMT Sep 30, 2022 8:34PM
Thank you so much! Problem solved.

in Editing PDF form for SO Comment by User_Y9BMT Sep 30, 2022 1:55PM
Thanks Joy. Why this internal ID set for 248? Also, can I have the "QUANTITY ON HAND" next to the reorder point? Thanks

in Reorder Point total from all locations Comment by User_Y9BMT Sep 27, 2022 9:32PM
Thanks Joy. We understand setting the reorder point for both locations. Do you have a more detailed instruction for setting the item search?

in Reorder Point total from all locations Comment by User_Y9BMT Sep 22, 2022 3:08PM

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