How to change to a default Warehouse & Location Tip - Inventory Control
This is normally done when your system is initially setup, but should you need to change your default Warehouse & Location then this is done on the Inventory Parameters Form.
Any new items added to the system will capture these default warehouse & location values.
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How to change to a different Warehouse Tip - Order Shipping
As default, the Order Shipping Screen points to the "Main" warehouse. There may be occasions, especially when performing reversals you may need to point to a different warehouse. Whilst on the Order Shipping screen, on the menu bar click on "Actions" ...
How to view the defined Warehouses on your system Tip - Inventory Control
To add, view or edit the Warehouse information on your system then this can be seen on "Warehouse Form"
Adding or Changing an Email Addresses Tip - Customer Document Profile
There will be occasions when you may want to add or change an email address of a Customer who is currently setup to receive customer documents electronically... Such documents may include, Estimate Response Report, Order Verification Report, Customer ...
Changing Language Options Tip - User Preferences
This will probably apply to newly created Users created in CSI... To ensure your language & date settings are correct, please review & change them here : Sign into CSI, select View from menu bar, then select User Preferences.
Creating Purchase Orders Tip - PO Header Screen
It's easily done when you're in a rush when trying to raise a Purchase Order.... On the Purchase Order header screen ensure that you create the correct type of Purchase Order. - Regular or Blanket You will NOT be able to change to a Blanket Order ...