Method Community

Hi bd092404rgr, I have some questions for you: Do you want to manually track the quantity ordered, qunatity shipped and backorders or do you want to have it done automatically? If you want to automatically track the above information, at what point do you want this information updated? Ronen  

Hi pfr, The instructions on how to do that can be found at this webinar: Introduction to Actions - Level 2 http://www.methodintegration.com/resources/webinars/2009-08-12CommunityWebinar5_IntroductiontoActions_Level2.wmv I hope that helps. Ronen

Hi bd092404rgr, In Method, you can indicate on an invoice the quantity of the item that you want to order, but you wouldn't be able to track if that item has been ordered, shipped, or if it is on backorder.  I hope that helps. Ronen

Hi dannas, The best way to ensure that the product gets deleted from the dropdown list when you are selecting items under the "Items" heading when you are creating a new invoice is to do a Method Synch everytime you delete a product from QuickBooks Online.  Synching Method when you update QuickBooks will ensure that the latest ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Invoice Fixed (#3164) - when clicking Print > Print Selected or Print > Print All, an error message was appearing.  This was a result of the “Generate Report” action ...

Hi wmcfall, To assist you with question 3, I recommend that you look at the `Send Email` action which is very similar to the `Email Work Orders` button within the `FieldService_WorkOrderList` screen. If you need further assistance with how to make the action work for you, we have a consulting service that is available, and we can configure that ...

Hi viret56, A few years ago, QuickBooks developed the ability to add multiple ship to address for their customers.The QuickBooks SDK though, doesn`t allow any developer the ability to transfer over multiple ship to addresses for the customers and that is the reason you don`t see that functionality in Method.  The only way around it, is by ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity New - the left panel which displays the lead/customer/vendor/employee and contact info now has a click-able header.  Clicking on the header will launch the edit ...

Hi jdaniello, I just wanted to give you additional information on my previous response. I just wanted to touch base on the way a lead is managed in Method. 1. A lead can be generated from advertisements, employee referrals, external referrals, trade shows, websites, call center lists, and seminars.  2. These can then be entered ...

HI jdaniello, If your company will never offer the products and services that the lead was requiring, then you will need to set the status of the lead to inactive. If your company will sometimes in the future offer the products and services that they were looking for, but doesn’t currently offer it then I would leave the lead as active ...