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Create a New Account/Dealer
If you need to create a new Account/Dealer/Contractor/Kitchen Supplier, click on the Account Tab. (You might have a different label on your tab). Click on the Green Plus sign to add the Account. You will see 'New' in the Partner Name field. Add your ...
Tag a New Remnant to Current Area in Fabrication Tab
If you have a remnant after "using a slab" in the fabrication tab, and you want to tag that remnant to the current job, check the box, "Tag new remnant for this Area," after defining the dimensions of the remnant. Figure 1. The "Tag new remnant for ...
Welcome
Navigating ActionFlow Welcome to ActionFlow. We are so glad you are here. This is a short tutorial of the main screen and a couple key features for accessing resources! Table of Contents Main Tabs (0:00) Implementation Headquarters (0:18) Back and ...
Basic Quote Training Part 2: Create a Quote
Downloadable version at the bottom of this article Step 2- Create a Quote The process for creating a quote can be described in these steps: 1) Add Required Area Data 2) Enter data for calculating square footage 3) Enter data for edges 4) Add ...
Inventory Basics - Order Inventory for a Specific Job Step 1
Learn how to order material for a specific job in ActionFlow by watching the video or following the guide provided below. Downloadable guide (see bottom of the article). Table of Contents Intro (0:00) Review and determine what to order using actions ...