Method Community

Is the functionality to control stock on hand available without installing Method Warehouse. I can see that when creating an Inventory Part the 'On Hand' field is read only. How can I create an item and set the item amount to 100 or 200. I assume that when creating invoices and sales orders the stock is automatically reduced as per the ...

I am using your "GetInvoices" API example to create an excel report that will populate data.  The customer has requested that I create a date parameter for this information, but I have never been able to do this in the past. Here is my code where the issue is coming up: Dim STARTDATE As Date S TARTDATE = ...

Christian,  If you're working in the Work Order List screen you will find that you can edit an individual occurrence OR edit a series of occurrences. If you edit a series you will see the job items listed but if you edit an occurrence then by default you will not. The reason for this is that you may have different job items associated ...

We are new users to Method CRM. We are A/V contractors and have a list of about 30 activities (or Tasks) that apply to every project. Is there a way to create a template, for lack of a better term, that would include all of these items that when accomplished, could be shown as completed?

By setting up a new user that cannot sign in, am I paying for a new user still? Also, I am doing a dummy one to test it out now, when it asks if the login is Active do I say it is even though the user will not be able to sign in?

Hello Matt123, If your fabricator is someone you will regularly send information to, are they already in your Quickbooks system as a vendor or another entity? If so, what you could do is create another user in Method CRM, but not a user that is able to log in. You can then attach a Quickbooks Entity (vendor/employee/other) to that user and assign ...

Hi Marcelo,  First, find the screen you would like to edit in the Customize > Screens tab link and click Edit. To shrink a text field try increasing the amount of columns in the edit screen to five (this is the maximum). In the current design it is generally more visually appealing to have five columns on your ...

Yes we would be sending the information to our fabricator so once they have finalized the product they can be in contact with the customer.

Understood, hopefully some of our Community members who have something similar implemented can shed some light on this for you. - Ashur

What if I want the software to copy job items from the series job to the recurring jobs? I have set up the recurring service with a job item of "Maintenance Service", however when I generate dates for the recurring service, then go to the edit the individual services, the job item "Maintenance Service" shows up momemtarily, ...