Knowledge Base

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Knowledge Base

Administration

Administration

Take the reigns to manage your account.

Current Clients - don't forget to sign in for access to additional content.

General Administration

How to Uninstall and Reinstall ActionFlow

The Enterprise Tab

Creating Custom Fields

Create Default Job Folders

Email Delivery Improvement (Get Through Spam Filters)

Customer Details, Actions, and Numbers Visibility

Custom Job Fields

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Users and Passwords

Unlock User Password

Hide Users from the Do Now List

How to Erase Stored Passwords

Reset User Password

SKUs

How to Setup SKUs

Creating SKU Classes and SKU Items

How to Setup CalcTypes

Adding SKU Items to Price Lists

SKU Import Tool

Vendor SKU Pricing Tool

Compare & Edit Price Lists

Export Cost Definitions for SKU Items to Excel

Handling Discontinued and Prices Changes for Line Items

How to Sort Sinks into Smaller Groups

Price List Percentage Tool

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Scheduler

Show Other Scheduled Actions on Scheduler

Create Misc Button on Scheduler

Configure Scheduler Details Popup Window

Quickbooks

QuickBooks Export

QuickBooks Payment Allocation

ActionPay

ActionPay - Payment Statuses

ActionPay Tutorial

ActionPay Setup - For Administrators

ActionPay - Payments using the Mobile App

Dealers/Accounts

Create a New Account/Dealer

How to Set Up an Account (Dealer) Discount

Processes

Creating Job Actions as Part of an Inventory Process

Action Definition Methods

Security

Downloadable Data

SKU and Price List Properties

Setting the SKU Class Type (Type)

Designate a Class as “Inventory,” “Non-Serialized Inventory,” or “Sink” (Invnty?, NonSer?, Sink?)

Map SKU Classes and SKU Items to Accounting Software (Invoice Accounting Mapping, Inventory Accounting Mapping)

Predefine Classes into Groups (Group)

Define how much of a material to automatically designate as waste (MaterialWaste%)

Assign a default vendor to the class (Default Vendor)

Define the SKU and SKU class (SKU and Class)

SKU Item Filter by Above Class

Set the SKU Item Unit (Unit)

Designate a SKU Item as Stock (Stock?)

Set the Unit Cost (Unit Cost, SlabSqFt, Slab Cost)

How to Create New Non-Serialized Inventory Classes and SKU Items

Predefine Cost Groups (CostGroup)

Set the SKU Item Margin (Mrgn)

Set the LamWidth (LamWdth)

Define Alias Names for SKU Item (Aliases)

Provide a description (Desc)

Cutouts and Linked Drawing Items

Configuring Drawing SKU Items (DrawingItem, DrawValues, LinkedDrawingItem)

Set the Dimensions for Slabs (Lngth, Depth, Thck)

Include an Image on a SKU Item (Image)

Set Default Value for Remnants based on Percentage of Original Value (Remnant)

Set a Default Revenue Value (DefaultRev)

Designating SKU Items for T Dollars Calculations (-T?)

Set a Default Category (Default Category)

SKU Item Tax Code Override (TaxCodeOR)

View Read Only Details about the SKU Item (LastEditBy and SKUID)

Add SKU Items to Install Schedule Checklist (Report?)

Apply a Charge as a Percentage of other Line Items (Percent)

Specify where to Apply Charges (retail, revenue, cost) (%Target)

Set a Default Cost Percent (Cost %)

Display Alternative Materials and Edges in Estimates (AltCalc)

Default Name, Default Material, Default Edge

Default Edge and Default 2nd Edge

Default Splash Height and Default Lam Width

Default Depth

Default Margin

Default Markup

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E-Signatures

E-Signatures - Overview and Pricing

E-Signatures - How it Works

E-Signatures - User Setup

E-Signatures - Account Manager Setup

E-Signatures

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