Brand new documentation for Method CRM!

re: Brand new documentation for Method CRM!

Method_Alex — Thu, 14 Nov 2013 14:11:18 GMT

I didn't, Fran...that might be an issue on our end however. Try emailing me directly at a.krueger@methodintegration.com. Thanks!

re: Brand new documentation for Method CRM!

fran — Wed, 13 Nov 2013 23:37:09 GMT

You are welcome. Did you get my other notes that I send to you via email. not sure I had your address correct. fran

re: Brand new documentation for Method CRM!

Method_Alex — Wed, 13 Nov 2013 17:26:39 GMT

Hi Fran! Thank you so much for your response; I'm actually going to separate out the transaction documentation into its own section as per your suggestion. I'm also looking into the Sales Orders stuff you posted - it's a tricky topic to address so I'll see what I can do to update it. Once again, thank you so much for bringing this stuff up - this is *exactly* the kind of feedback I've been looking for.

Alex

re: Brand new documentation for Method CRM!

fran — Wed, 13 Nov 2013 00:21:02 GMT

Hi Alex.. Great writeup.. I have a challenge with your choice of words "Common Lists" . The screens you list there are a mix of Transaction Screens and Lists. A List to most of us is: Items, Customer, Terms, Classes and the like. I wouldn't think to go there for Sales Receipts and Invoices.

I looked at the Sales Order writeup and personally don't feel it really hits the mark. Sales Orders represent a commitment by a Client to purchase products from you, SO's are the lifeblood of a wholesales distribution business and its really unfortunate that QBO does not have them. .Generally a Sales Order has a customer PO associated with it which indicates the commitment. Inventory Counts are decremented by the SO Qty. And is Subtracted from Items On Hand to become Items Available. SO's track BackOrdered items and how much has been invoiced (at least in QB this is true). Sales Orders are sent to Customers. And its unfortunate that Emailing a SO is not an out of the box functionality from Method As its the Sales Managers who generally would be doing the emailing, not an accounting folks.

Ok.. I guess we hit a hot button... I love that you are expanding the help center. It is a great resource. Fran