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Tips and Tricks Video Series
Created on: Oct 1, 2008 10:46 AM by GTS - Technical Support - Last Modified: Jan 26, 2010 12:44 PM by GTS - Mark Petrich
Most Videos are under 4 minutes
Inventory Transfer VS Warehouse Functionality Monday, March 23, 2009
Would you like to know the difference between transferring inventory between branches as opposed to ordering parts from an internal warehouse setup as a vendor. This video will explain how both methods work. | |
LX-QB Daily Totals Don't Match Monday, March 23, 2009
Your Daily totals are not matching today and you want to find out why. This video will explain. | |
Rescheduling a Job Through Order History Monday, March 16, 2009 Need to reschedule a job? This video explains how to do it from Order History. | |
Future Required Fields Monday, March 9, 2009 You need a field to be filled out on the invoice but you won't know the information until you go out to the job. Create a 'future required field' which can be filled out later. | |
Setting EDI 360 Defaults Monday, March 2, 2009 Get it right! Set your EDI 360 defaults. This video explains how. | |
Report on Advertising Codes (Part 3) Monday, February 23, 2009 Last time we talked about creating advertising codes. Now, let's see how to report on them. | |
Using Advertising Codes (Part 2) Monday, February 16, 2009 Last time we talked about creating advertising codes. Now, let's see how to use them. | |
Create Advertising Codes (Part 1) Monday, February 9, 2009 Want to keep track of which marketing strategies are working? LX can help. | |
Preventing Duplicate Entity Codes Monday, February 2, 2009 Have more than one account in LX for the same Customer? This video shows how to handle it. | |
Drag and Drop Attachments in LX Monday, January 26, 2009 Sure you can attach files to orders - but here is a shortcut. | |
Collecting Cash from a Printed Invoice Wednesday, January 21, 2009 (sorry, a little late!) How do you signify on an invoice how much money should be collected? Where is that print option? This video explains how. | |
Pricing Adhesives Monday, January 12, 2009 How to make pricing for adhesives cohesive. | |
Deleted Quotes and Workorders Monday, January 5, 2009 What happened to those quotes and workorders we deleted. Do they still exist? | |
Applying Future Discounts Monday, December 15, 2008 How do you make a discount effective for a future date? This quick video will show you how. | |
Pricing From Cost Tuesday, December 9, 2008 How do you set a price from a percentage of the cost? For example, marking up a product 50% from cost. This video explains how to set it up. | |
QB-LX - Import Totals Don't Match Monday, December 1, 2008
What? My QB & LX import totals don't match? How can that be? We will show you why this might happen and the simple steps to correct it. | |
Missing .iif Files
When you can't find your transaction "iif files" this video will explain what actually happened. | |
Custom Fields
Create custom fields for the General Info screen to capture specific data that can be reported on. | |
Inherently Negative Pricing Monday, November 10, 2008
What is the best way to give standardized discounts - for example, a discount to all AAA members | |
Duplicating Products Monday, November 3, 2008
Quickly duplicate a product rather than start from scratch. | |
Editing Invoices Monday, October 27, 2008
How do you edit an invoice that has come back from EDI with a rejection? | |
Credit & Rebill Monday, October 20, 2008
If you accidently saved an invoice for the wrong amount, how would you go back and change it? |
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