Method Community

Ryan: Just to be clear -- we don't care about copying the actual/physical/logical SO layout itself into Method, or making the Method screen "look like" the custom Sales Order we're accustomed to using. There's no need to redesign or customize the SO screen to make it resemble, or have the same look-and-feel, of our custom ...

Getting ready to pull time from Xora, and was just wonder if there was an update to this issue or has it been resolved?   Thank you, Michael

When I open QB, and methods tries to load I get the follow error: "Application cannot be started. Contact the application vendor."  When I click Details I get the following: PLATFORM VERSION INFO     Windows             : 5.1.2600.196608 (Win32NT)     ...

  We are a distribution company with several sales reps throughout our state. I am trying to implement Method in such a way that each sales rep can login and see his/her sales activity and customers (and no one else's). I have been able to create new screens and filter customers, invoices, and item lists by a specific rep, but I would ...

 Hey Lee, I looked into this and have figured out the following. We cannot copy these templates into QB. It looks to be a SDK limitation, but you can use method to enter in all the correct information for these templates. On the SO table you will find all the fields are used for the default templates(just not all are added to the SO ...

Hello Richard, We have two gateways available, currently we work with PSI Gate and Electracash.  The next merchant service accounts we are looking to work with are Intuit Merchant Services, PayPal and Authorize.net. You can add actions from within Method to process a payment. Hope this helps.

 Yes, you seem to have a good understanding of how it works.

What merchant accounts is Method working with currently? I'm will be customizing screens so technicians can process payments in the field.  

Valbon - I do not fully understand your reply. Do you mean to say that Method will recognize and report the values contained in the Price Level field (since they show up on the pull-down), but it won't apply them in any way? And that if I want to have the Price Levels table control the pricing charged for a Customer's items, I have to ...

Hi Lee, Similar to Invoices the Sales Orders template and other areas in Method are not currently set to handle price levels by default. The price level field is available and can be used in customization to mimic the same results as QuickBooks.