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Inventory
- Inventory Master Keyword Search
- Calculate and Update the ABC Code
- Assign Serial Numbers by Scanning at Job Close
- Create Inventory Items During Sales Order Entry
- Multimedia in the Inventory Master
- Flexible Cost Details on the Inventory Activity Query
- Auto Assign Inventory Numbers
- Using Reason Codes for Inventory Adjustments
- How to Save a Range in the Inventory Activity Query
- The Direct Expense Cost Method – Track Quantities not Costs
- Minimums and Multiples for Selling Unit of Measure
- Where is an Inventory Item Used?
- Add New Inventory Items “On the fly” During PO Entry
- Dynamic Serial/Lot Numbers Using Tokens
- Did Someone Mention Stocking Units?
- Report Spotlight – The Aged Inventory Report
- Report Spotlight – The Inventory Valuation Report
- Group the Item Master from a Sales Viewpoint with the Sales Catalog
- Going Mobile with Inventory Queries
- Stay on Top of Item Audits with Appointments
- Report Spotlight – Inventory Distribution History Listing
- Report Spotlight: The MRP Action Report
- What’s Driving Suggestions to Expedite?
- Export the Inventory Activity Query to Support Targeted Analysis
- IOS 101 – The Benefits and Uses of the Non Stocking Inventory Item
- Simplify Item and BOM Maintenance by Using a Vendor Item Cross Reference
- Unfilled Material Requests – The Waiting for Inventory Workbench
- Close a Sales Order Kit to Inventory
Planning and Production
- IOS 101 – Material Planning and Suggested Orders
- The BOM Query – The “Where Used’ for Items and Phantoms
- Track Time and Materials to an Order Job
- Control Resource Assignment on Process Plans
- Manage Phase In/Out of Materials using BOM Effectivity Dates
- How to Re-Open a Closed or Cancelled Job
- How to Reassign Material to a Different Sequence
- Convert a Job to Requisition to Buy
- Allocate Overhead by Material Costs
- Convert Suggested Requisitions to Purchase Orders
- Add Notes to Labor Transactions
- Capture Reject Costs Mid Stream
- How to Flag Suggested Requisitions As Reviewed
- Visibility to Cancelled Job Costs on the Scrap Report
- Assigning Serial Numbers to Reworked Items
- Recording Time via Time Sheets
- Report Spotlight – The Job Status Report
- Report Spotlight – The Production Activity Report
- Report Spotlight – Labor Efficiency Report
- Prorating Shop Floor Time to Multiple Jobs
- The INDUSTRIOS Company Calendar and MRP Action Dates
- Alert Production to Changes in Linked Sales Orders
- Job Hold Reason Codes
- Save Time Closing Jobs with Saved Parameter Sets in Shop Floor Tracking
- Flexibility When Creating Jobs from Sales Orders
- Get Precise with Your Direct Labor Charges.
- Simplify Collection of Production Downtime
- Manage Production and Order Quantities Separately
- Voiding and Correcting Labor Transactions
- See the Full Picture when Manually Creating Subassembly Jobs
- Report Spotlight – The Work In Process (WIP) Financial Report
- Report Spotlight – Production Order Brief List
- Revalue Work in Process on Your Terms
- Be a Production Switch Hitter – Create a Purchase BOM from a Process Plan
- Answer Your Job Tracking Questions with the Enhanced Tracker Grid
- The Ins and Outs of Direct Purchase and Subcontract (DP/SC) Transactions
- IOS 101: Understanding the Impact of Lot Sizes
- Make Rework Visible and Then Tackle It
- Let Formulas Lend a Helping Hand
- Material Planning 101 – Expedite Days and the MRP Calculation
- Make Rework Visible and Then Tackle It
- How to Reassign Material to a Different Sequence
- Assign Serial Numbers by Scanning at Job Close
- The INDUSTRIOS Company Calendar and MRP Action Dates
Procure to Pay
- Receipts without Purchase orders
- Report Spotlight – Vendor Item Master Listing
- Quick Filters on the Receiving Query
- Track Changes to Vendor Promise Dates with the Promise Date Log
- Import a Vendor Price List
- How to Record In Transit Receipts
- How to Record a Vendor Deposit
- How to Use an Alternate Payment Vendor
- Get Out in Front of Vendor Lead Times
- Assign RMA Items to an External Resource
- Attach Receiving Documents to PO Receipts
- Adding Requisitions to Existing Purchase Orders
- Boost Purchasing Power with Blanket Orders
- Contract Purchasing – Part 1
- Contract Purchasing Part 2
- Identify the Internal Buyer on Purchases
- Set up and Track Recurring Vouchers
- Tying Up Loose Ends with Purchase Order Workflow
- Track Manual Workflow Changes with Activities
- Uncover Trends in Purchase Prices
- How are Your Vendors Performing?
- Email the PO Listing to Multiple Vendor Contacts
- Get Classy with Your Vendors
- Mandatory Fields on Purchase Orders and Sales Orders
- Quickly Focus on Open PO and SO Lines on the Inventory Activity Query
- Stay Current by Importing Vendor Promise Dock Dates
- Mix and Match – Consolidate Multiple Vendor Receipts onto a Single Voucher
- Keep Vendors in the Loop with Email Distribution
- Solve Missing Voucher Line Mysteries with Accrued Receipts
- The INDUSTRIOS Purchase Price Analysis Feature Helps Keep an Eye on Costs
- Rate Your Vendors on Timing and Quality with the Vendor Inspection Report
- Quick Filters on the Receiving Query
- Attach Standard Terms and Conditions to Outbound Emails
- Enlist the Sales Order Log to Track Changes to Sales Orders
- Manage Prospects and Customers Separately Using Account Types
- Limit Sale of Specific Items to an Approved List of Customers
- Use Customer Notes to Keep Account News Front and Center
- Use Sales Order Workflow to Quick Ship Items
- Automate Selection of Shipping Labels
- The Activity Log
- How to Consolidate a Bill of Lading
- Integrate an Approval into Your Workflow
Order to Cash
- Create Sales Order Kit at Quote Win Stage
- View Changes to a Customer’s Credit Limit
- Invoice Billable Only Lines – No Shipment? No Problem!
- How to Create a Price Book
- Import a Price Book
- Automate Selection of Shipping Labels
- Take Control of Shipment Sources
- Additional Dates for Sales Orders and Quotes
- How to Consolidate a Bill of Lading
- The Invoice Payment Customer
- Track Reasons for Debit Memos
- Tracking Salespeople on Sales Order Lines
- Drop Shipments for Everyone!
- Automatically Schedule Collection Calls
- Use Base and Mask to add Smarts to Default Revenue Account
- Add Replacement Items to Sales Orders Directly from the Bill of Materials
- Keep Your Team in the Loop with Workflow Notifications
- Integrate an Approval into Your Workflow
- Clear Invoice Numbers with Invoice Update Utility
- Creating and Copying Customer Service Tickets
- Add a Little Color to Customer Status
- Avoid Part Number Confusion and Use the Customer Item Cross Reference
- Let INDUSTRIOS do the Heavy Lifting in Planning Shipments
- Create Ship To Addresses Directly from the Sales Order Workbench
- Knowledge Transfer via Sales Order Notes
- Utility U: The Customer Mass Update Utility
- Report Spotlight – Customer Delivery Performance Report
- INDUSTRIOS Manufacturing CRM – Combining Customer Management with Operations Visibility
- Reassign Customer Deposits using Pre-Invoices
- New Certificate of Origin Requirements under CUSMA/USMCA/T-MEC Agreement
- Add a New Ship To On the Fly During Sales Order Entry
- Stay on Top of Receivables with the INDUSTRIOS Customer Collections Module
Sys Admin and Navigation
- The INDUSTRIOS Action Center
- Export Employee Data to Excel
- Expanded Linking of Appointments, Documents and Activities
- Control Viewing of Documents with the Document Type
- Spring Clean Your User Inbox
- How to Create a Diagram Dashboard
- User Parameter Sets on Wizards
- How to Create and Manage My Favorites
- How to Test Email Settings for IOS Users
- How to add a User Title and Signature to Custom Reports
- The Activity Log
- Who’s Who on Your Internal Team?
- Saving Time with Shortcuts in INDUSTRIOS
- Opening and Closing Periods in INDUSTRIOS
- Leverage Standard Text
- Write Back to User Tables
- Capture Rounding Issues with Financial Integration Partners
- System Admin Toolkit – Clearing Actioned Jobs
- Resending Emails in INDUSTRIOS
- Leverage the Application Server to Schedule Recurring Events
- Switch Things Up with INDUSTRIOS Themes
- Staying Productive When Working Remotely
- Take it Outside – Extend Analysis by Exporting Reports to Excel
- Balance Performance and Access with the Archive Product Group
- Safety and Savings are Always a Winning Combination
- Spring Clean Your User Inbox
PlantGauge and Dashboards