Канал: AltheaSuite Inventory Management

Sales Order Scenario: Marking Delivered Items as Undelivered

Sales Order Scenario: Marking Delivered Items as Undelivered

Sales Order Scenario: Scheduling Items to be Delivered on Different Dates

Sales Order Scenario: Scheduling Items to be Delivered on Different Dates

Sales Order Scenario: Returning or Exchanging Invoiced/Delivered Order

Sales Order Scenario: Returning or Exchanging Invoiced/Delivered Order

Sales Order Scenario: Cancelling a Scheduled Order

Sales Order Scenario: Cancelling a Scheduled Order

Sales Order Scenario: Cancelling Scheduled Item from Order

Sales Order Scenario: Cancelling Scheduled Item from Order

Sales Order Scenario: Changing Items/Model #'s After Scheduling

Sales Order Scenario: Changing Items/Model #'s After Scheduling

Sales Order Scenario: Adding Items After Scheduling

Sales Order Scenario: Adding Items After Scheduling

Full Order Workflow (Order Creation to Delivery/Invoice)

Full Order Workflow (Order Creation to Delivery/Invoice)

Invoicing Using Finance Agency

Invoicing Using Finance Agency

How to Check Day Closing Report

How to Check Day Closing Report

How to Check Daily Collection Report

How to Check Daily Collection Report

Showing Stock while Creating Quotation, Order, and Invoice

Showing Stock while Creating Quotation, Order, and Invoice

Sales Return for Non Serialized Items

Sales Return for Non Serialized Items

Receiving Finance Agency Payments

Receiving Finance Agency Payments

How to Receive Payments

How to Receive Payments

Exchanging Non Serialized Items

Exchanging Non Serialized Items

Send Sales Invoice as Email to Customer

Send Sales Invoice as Email to Customer

Understanding the Sales Process with AltheaSuite

Understanding the Sales Process with AltheaSuite

Customer Reports

Customer Reports

Customer Statement Email

Customer Statement Email

Transfer Stock Using Serial Numbers

Transfer Stock Using Serial Numbers

Stock Corrections with Serial Numbers

Stock Corrections with Serial Numbers

Sales Return with Serial Number

Sales Return with Serial Number

Receiving Stock with Serial Number

Receiving Stock with Serial Number

Invoicing with Serial Number

Invoicing with Serial Number

Purchase Orders with Serial Numbers

Purchase Orders with Serial Numbers

Completing Service Calls

Completing Service Calls

Scheduling Service Calls on Calendar

Scheduling Service Calls on Calendar

Service Calls: Auto Generated Trips

Service Calls: Auto Generated Trips

Service Settings Tutorial

Service Settings Tutorial

Receiving Payment from Finance Agency

Receiving Payment from Finance Agency

Service Call Overview 2024

Service Call Overview 2024

How to Create a Sales Project

How to Create a Sales Project

Creating Alternative Quotes

Creating Alternative Quotes

Simple Invoice Creation

Simple Invoice Creation

Daily Collection as Excel Document

Daily Collection as Excel Document

How to Create Gift Cards

How to Create Gift Cards

Creating Custom Payment Modes

Creating Custom Payment Modes

Adding Opening Stock

Adding Opening Stock

Scanning Model and Serial Numbers in a Spreadsheet

Scanning Model and Serial Numbers in a Spreadsheet

Creating Non-Inventory Items

Creating Non-Inventory Items

Applying Warranty to Previously Sold Items

Applying Warranty to Previously Sold Items

Held and In-progress Invoice Status

Held and In-progress Invoice Status

Creating Sectionalized Quotes

Creating Sectionalized Quotes

Quick - Item Stock/Price Check

Quick - Item Stock/Price Check

Adding Items as Separate Lines in Invoice

Adding Items as Separate Lines in Invoice

Printing Labels for Sold/Invoiced Items

Printing Labels for Sold/Invoiced Items

Creating and Applying Supplier Credit Notes

Creating and Applying Supplier Credit Notes

Gold Star Distributor Review

Gold Star Distributor Review

How to Create a New Business Location

How to Create a New Business Location

How to Create a New Customer

How to Create a New Customer

How to Create a New Employee

How to Create a New Employee

2024 AltheaSuite Overview

2024 AltheaSuite Overview

How to Create a New Warehouse

How to Create a New Warehouse

Creating Order Statuses

Creating Order Statuses

Serial Number Settings

Serial Number Settings

Sales Return - Serialized Items

Sales Return - Serialized Items

Cancell invoice + Check Serial Number Status

Cancell invoice + Check Serial Number Status

Creating a Purchase Return

Creating a Purchase Return

Converting Orders to Invoices

Converting Orders to Invoices

Adding Images and Additional Images to Items

Adding Images and Additional Images to Items

Creating and Editing Item Categories

Creating and Editing Item Categories

Creating Service Items

Creating Service Items

Marking Items as Inactive

Marking Items as Inactive

Checking Item Sale and Purchase History

Checking Item Sale and Purchase History

Receiving Payment on Invoice

Receiving Payment on Invoice

Additional Item Information on Various Documents

Additional Item Information on Various Documents

Deleting Unwanted Serial Numbers

Deleting Unwanted Serial Numbers

Assigning Serial Numbers in Delivery

Assigning Serial Numbers in Delivery

Adding & Assigning Serial Numbers (After Purchase is Completed)

Adding & Assigning Serial Numbers (After Purchase is Completed)

Connecting Email Accounts

Connecting Email Accounts

Assigning Serial Numbers - After Invoice Creation (Single Line, Multiple Qty)

Assigning Serial Numbers - After Invoice Creation (Single Line, Multiple Qty)

Assigning Serial Numbers - After Invoice Creation (Separate Line Items)

Assigning Serial Numbers - After Invoice Creation (Separate Line Items)

AltheaSuite: Invoice Number Sequencing

AltheaSuite: Invoice Number Sequencing

Connecting Email Account

Connecting Email Account

Inventory Overview

Inventory Overview

Clocking-In and Clocking-Out

Clocking-In and Clocking-Out

Truck Loading Process

Truck Loading Process

Business Locations and Document Prefixes

Business Locations and Document Prefixes

User Role Set-Up

User Role Set-Up

Cash Register Set-Up

Cash Register Set-Up

COGS - How it Works

COGS - How it Works

AltheaSuite Overview: Item Attributes

AltheaSuite Overview: Item Attributes

AltheaSuite UI Overview

AltheaSuite UI Overview

Break Group Items in PO

Break Group Items in PO

How to Setup Email Formats

How to Setup Email Formats

Customers with Pending Payments Due

Customers with Pending Payments Due

Service Calls: Settings and Employee Set-Up

Service Calls: Settings and Employee Set-Up

Stock Corrections with Serialized Items

Stock Corrections with Serialized Items

How to Create Group Items

How to Create Group Items

Invoicing with Barcode Scanner Continuous Scanning

Invoicing with Barcode Scanner Continuous Scanning

How to Add Opening Stock of Item with Serial Numbers

How to Add Opening Stock of Item with Serial Numbers

Stock Transfer - Serialized Items

Stock Transfer - Serialized Items

Send Email to Customers from Sales Invoices

Send Email to Customers from Sales Invoices

Marking a Customer as Non Taxable

Marking a Customer as Non Taxable

How to Create an item with Serial Numbers

How to Create an item with Serial Numbers

Partial Sales Return

Partial Sales Return

Invoicing and Back-Ordering Out-of-Stock Items

Invoicing and Back-Ordering Out-of-Stock Items

Webinar: Customer Success - Teri from Smith Appliance

Webinar: Customer Success - Teri from Smith Appliance

Receive PO and Complete Purchase

Receive PO and Complete Purchase

Creating Manual Trips - Service Call

Creating Manual Trips - Service Call

Setting Up Service Employees and Creating Service Tickets

Setting Up Service Employees and Creating Service Tickets

Uploading Purchases with Excel

Uploading Purchases with Excel

Sales Invoicing with Payment Terminal

Sales Invoicing with Payment Terminal

Issuing Refunds without Sales Invoice Using Your Payment Terminal

Issuing Refunds without Sales Invoice Using Your Payment Terminal

Issue Refunds Using Payment Terminal

Issue Refunds Using Payment Terminal

Receive Payment with Multiple Cards Using Payment Terminal

Receive Payment with Multiple Cards Using Payment Terminal

How to Run Common Reports

How to Run Common Reports

Issuing Gift Cards

Issuing Gift Cards

AltheaSuite Purchasing Process

AltheaSuite Purchasing Process

Barcode Manager

Barcode Manager

Home Furnishing Overview

Home Furnishing Overview

Scheduling Service Trips

Scheduling Service Trips

Importing a Price List

Importing a Price List

Stock Correction & Transfer with Serial Numbers

Stock Correction & Transfer with Serial Numbers

Nikka Corp. Testimonial

Nikka Corp. Testimonial

Selling Items with Serial Numbers

Selling Items with Serial Numbers

How to set a Bill of Materials (BOM)

How to set a Bill of Materials (BOM)

Receive Payment at Different Business Locations

Receive Payment at Different Business Locations

How to Modify an Invoice

How to Modify an Invoice

Partial Refund or Delayed Discount

Partial Refund or Delayed Discount

How to Set Up Alternate Barcodes

How to Set Up Alternate Barcodes

Adding Manual Discount to Invoice

Adding Manual Discount to Invoice

Mattress Store Workflow

Mattress Store Workflow

RWS Retail Deck Sync

RWS Retail Deck Sync

Appliances/Electronics Workflow

Appliances/Electronics Workflow

Custom Furniture Workflow

Custom Furniture Workflow

Warranty Management

Warranty Management

Service Review

Service Review

Service Tech Setup

Service Tech Setup

Reporting and Business Analysis

Reporting and Business Analysis

Customizing Grid View

Customizing Grid View

Creating a Warehouse

Creating a Warehouse

Creating Service Document

Creating Service Document

Creating Extended Warranties

Creating Extended Warranties

Changing Serial Numbers After POS

Changing Serial Numbers After POS

How to Create a Bank Reconciliation

How to Create a Bank Reconciliation

Custom Furniture Order Workflow

Custom Furniture Order Workflow

Changing Message in Sales Invoice

Changing Message in Sales Invoice

Document Code Formats

Document Code Formats

Customer Export in QuickBooks

Customer Export in QuickBooks

Export Open Purchase Orders in QuickBooks

Export Open Purchase Orders in QuickBooks

Export Open Sales Orders in QuickBooks

Export Open Sales Orders in QuickBooks

Export Sales From QuickBooks

Export Sales From QuickBooks

Item Export in QuickBooks

Item Export in QuickBooks

Vendor Export in QuickBooks

Vendor Export in QuickBooks

Port to Port Imports Customer Review

Port to Port Imports Customer Review

Finance Module Demo

Finance Module Demo

How to Apply a Price List to Customer Group

How to Apply a Price List to Customer Group

How to Apply Tax Structure in Sales Invoice

How to Apply Tax Structure in Sales Invoice

Apply a discount in Sales Invoice

Apply a discount in Sales Invoice

How to Add More Information to your items in an Invoice

How to Add More Information to your items in an Invoice

How to Hold a Sales Invoice

How to Hold a Sales Invoice

How to Create Invoice Custom Fields

How to Create Invoice Custom Fields

How to Clear Checks in a Sales Invoice

How to Clear Checks in a Sales Invoice

How to Create a Sales Invoice with an Advanced Amount

How to Create a Sales Invoice with an Advanced Amount

How to Create a Sales Invoice with Store Credit

How to Create a Sales Invoice with Store Credit

How to Change Payment Modes in Sales Returns

How to Change Payment Modes in Sales Returns

How to Change Payment Modes in Sales Invoices

How to Change Payment Modes in Sales Invoices

How to Change the Date on Sales Return

How to Change the Date on Sales Return

How to Set Balance Limits for Customers

How to Set Balance Limits for Customers

How to Receive an Advanced Amount with a Pending Amount in Sales Invoice

How to Receive an Advanced Amount with a Pending Amount in Sales Invoice

How to Print Shipping Labels during a Sales Invoice

How to Print Shipping Labels during a Sales Invoice

How to Print or Download Sales Invoices

How to Print or Download Sales Invoices

How to Create a Custom Payment Mode

How to Create a Custom Payment Mode

How to Delete a Sales Return

How to Delete a Sales Return

External Device Signature Capture

External Device Signature Capture

Creating Custom Items

Creating Custom Items

Accepting Split Payment on Invoice

Accepting Split Payment on Invoice

Cash & Carry - Invoicing without a Customer

Cash & Carry - Invoicing without a Customer

Creating a Delivery Trip

Creating a Delivery Trip

Capturing Signature on Delivery

Capturing Signature on Delivery

Service Creation and Scheduling

Service Creation and Scheduling

Customizing Grid Settings

Customizing Grid Settings

Making Payment to Suppliers

Making Payment to Suppliers

Recieve Goods with Barcode Scanner

Recieve Goods with Barcode Scanner

Invoice Creation with Barcode Scanning

Invoice Creation with Barcode Scanning

Dashboard Management

Dashboard Management

Reassigning Serial Numbers in Delivery Module

Reassigning Serial Numbers in Delivery Module

Barcode Scanning to Add Items to Invoices

Barcode Scanning to Add Items to Invoices

Scanning Barcodes with AltheaSuite (Stock Correction)

Scanning Barcodes with AltheaSuite (Stock Correction)

Change Serial Number of Faulty Item

Change Serial Number of Faulty Item

How to Reassign Serial Numbers in a Sales Invoice

How to Reassign Serial Numbers in a Sales Invoice

How to Create a Journal Entry

How to Create a Journal Entry

How to Specify Additional Expenses

How to Specify Additional Expenses

How to Send Emails to Customer from Made by Employee

How to Send Emails to Customer from Made by Employee

How to Cancel an Order with a Deposit

How to Cancel an Order with a Deposit

How to Schedule a Pickup

How to Schedule a Pickup

How to Partially Receive Goods In AltheaSuite

How to Partially Receive Goods In AltheaSuite

How to Create a Delivery

How to Create a Delivery

Reserve Inventory in an Invoice

Reserve Inventory in an Invoice

How to Create Tax Structures

How to Create Tax Structures

How to Update Serial Numbers After Purchase

How to Update Serial Numbers After Purchase

How to Update Tax List

How to Update Tax List

Create Simple item with Serial Number

Create Simple item with Serial Number

Add Opening Stock for an Item with Serial Numbers

Add Opening Stock for an Item with Serial Numbers

Simple Purchase of Item with Serial Number

Simple Purchase of Item with Serial Number

Create Simple Tax and Apply at Invoice

Create Simple Tax and Apply at Invoice

How to Dispatch a Sales Invoice

How to Dispatch a Sales Invoice

How to Change the Date & Time in a Sales Invoice

How to Change the Date & Time in a Sales Invoice