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Hi Andy,
Currently there is not default template for printing Packing Lists. However, that doesn’t mean it can’t be done. You can use the Method Report Designer to create a shipping/packing slip. Some past suggestions have been to modify the existing Invoice report and simply add/remove some fields.
Feel free to reference our ...
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Is there a way to add attachments to a customer's record?
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Is there a way to filter the customer list (or search) by the customer "type"
field found in QuickBooks? If so, how?
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It would be simpler and make more sense if you had Method setup similar to other CRM systems we've used (such as Microsoft CRM) where you can assign users and/or roles "View, Edit, Delete" privileges. What a hassle to go through all these steps for something simple as this.
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Forcing users to go through an unusual method of doing something never works as far as adoption. Most users would never think to go to "advanced search" to create a new lead. There is no logic in that.
No I can try and instruct our users to do that, but it's just one more hoop they have to jump through and they ...
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Andy - once you add a term and it goes to QuickBooks, it really is no different from a term you added directly in QuickBooks. Neither QuickBooks nor Method treats it any differently.
However, the one exception is more complicated. If you add a term in Method, but it hasn't synced to QuickBooks yet, you can still edit ...
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Michael, the Compatibility View was the cause. I added Method Integration to it and I now see the full screen. IE settings sometimes changes all by itself and thats what seems to have happened this time. Problem solved. Thank you.
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Hi, I'd like to change what our invoices look like when we print them out. I'm in Method's report designer and I'm using SimpleInvoice as my starting point for editing. I've created a new screen Invoice(2) where the print preview button is set to launch my new invoice design titled SimpleInvoice(2). Some things aren't ...
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Hello,
I purchased this software through QXpress and have had a difficult time getting basic questions answered without having to pay $125 per hour. I'm hoping someone on here could help me.
Question 1: I would like to add the customer phone number and item description to my work orders. I am only able to add the company ...
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Hello, where can we print packing lists? From Quickbooks I can toggle between an invoice and it's corresponding packing list from a drop down menu. Is there a similar option in Method?
Thanks,
Andy
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