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@Lynda
One way of accomplishing your task is by using the ItemInventory table with the QuantityOnHand field from QB. You can create a drop-down menu in Method, that contains an "on hand" field that will reflects the QuantityOnHand amount. So when your sales representative are searching for the inventory item from the drop-down ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
QuickBooks Invoice
New (#3217) - we’ve applied the same new features added to the estimate screen yesterday to the invoice screen. This means you can now take advantage of the single ...
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[quote user="AutumnW"]...is it possible to add the html code provided when setting up a web form, to a portal? Where/how would I do that?[/quote]
Portals and web forms are separate areas, a portal lives on our site so it will have the tab style navigation and colour scheme you setup under Customize > Display. Web forms live on ...
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I am a long-time Crystal Reports user and am learning the Method Report Designer.
I am customizing the Estimate form and want to put a Ship To Address on the form. I copied and modified the script for the Bill To Address, but I don't know how to declare the xrShiptoAddress variable for the new script. It isn't declared ...
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I hadn't originally thought of it, but it seems like a web form, using fields from the TimeTracking/Expenses tables within a Portal would accomplish what I'm looking to do.
I watched the webinar on setting up forms and I am not our developer - but is it possible to add the html code provided when setting up a web form, to a portal? ...
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Hi AutumnW,
[quote user="AutumnW"]I'm looking for a little info on how to go about creating a new Third-Party Portal for a contractor/vendor/employee who is not a Method user...[/quote]
These people do not have to be Method users they just have to have a portal setup where they can register as Portal users.
[quote ...
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can someone tell me how to have my sales guys (who don't have access to Method QB) see our inventory quantities on hand before they place an order?
thanks,
Lynda
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@MisterBill
I want to inform you on our recent update that addresses your concern. You can find this new feature on the Estimate screen and the release notes are posted HERE on our blog.
Please let me know if I can be of further assistance
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Thanks Ted. We wanted to make sure - glad to have a definate answer.
-Garrett
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
QuickBooks Estimate
New (#3217) - if the “Email notification when saving?” checkbox is checked, a special miURL email gets sent to the customer. When the customer clicks this ...
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