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Non-Serialized Inventory
Use ActionFlow to track non-serialized (NS) inventory: inventory items that do not have a unique ID (ie. caulk, brackets, polishing pads, sinks, etc.) The videos below will describe how to track and use NS inventory, use the NS inventory reports, ...
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 ...
Inventory Basics - Order Inventory for a Specific Job Step 2
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). Step 2- Send Purchase Order and Track Inventory Order 1. Click on the Inventory ...
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 ...