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Item List

The item list is a report. It is not a price list or an order form. Items (not columns) selected to be on the item list are also the default items used when creating new price lists and order forms.

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Settings menu

Company Profile Edit Profile Sales Rep and Customer Accounts Manage Sales Rep Access Manage Sales Rep Portal Settings Manage Customer Access Manage Customer Portal Settings Company User Accounts Manage Company User Access Manage Warehouse Access Configuration Settings Order Bridge Install

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Alerts menu

Set Alerts Alert History

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Reports menu

Net Sales Net Cash Estimates Sales Orders Invoices Payments Sales Receipts Credit Memos Sales Orders by Rep Invoices by Rep Sales Orders by Customer Sales Orders by Customer/Item Invoices by Customer Invoices by Customer/Item Sales Orders by Item Invoices by

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Items menu

Item List Top Items Sales Orders by Item Invoices by Item

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Customers menu

Customer Listing Top Customers Sales Orders by Customer Sales Orders by Customer/Item Invoices by Customer Invoices by Customer/Item

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Sales Reps menu

Sales Reps Top Sales Reps Sales Orders by Rep Invoices by Rep

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