Method Community

Hi I have added a new customer to my system called DP Leisure GB Ltd I added them with the Customer Name, Company Name and Contact fields all set to DP Leisure GB Ltd. However, I noted that the Contact field had been changed to DP Leisu GB Ltd Thinking it was my clumsy thumbs, I deleted and re-added but again the Contact was ...

Hi I have tried to pay a number of bills for a vendor through Method. The first thing I noticed was that the Amt To Pay field was the total against each row was the total owed to the vendor not for that specifc bill. When I then selected my five bills to pay, the amount paid in quickbooks was 5 times the total amount owed to the customer ...

Hi I've worked out this is best done with Groups on the items. Thanks Rick  

Hi In our business we have two ranges of SKUs, and customers will often order a complete set of each range (with 4 and 5 products in each range). I would like to add a buttom to the screen which will populate the sales order grid with a row for each item from the respective ranges. I have started by trying to add values to the SalesOrderLine ...

Think I've worked out a better way of doing this - load all my previous orders as Estimates since they don't touch QB and we don't use Estimates in our business. Just trying to work our how to delete the appropriate SalesOrders now! Rick

Hi When I setup Method and Quickbooks for the new year, I imported my old orders from my previous CRM system as Sales Orders in method. We were having issues with importing Invoices without using a paid tool and from our point of view the sales orders gave us the visibility of previous business we needed.  Whilst these hadn't synced with ...

Hi When preparing letters and small parcels for customers we use a label printer which we copy and paste the address into.  In Method, as the address is held in several fields this is not very convenient. To workaround this I have created a report on the Customer table with the Shipping address concatenated into one field.  I have ...

Hi When adding a new customer the following fields exists: Customer Name, Company Name and Contact Can someone explain the context of using each field?  Thanks Rick

Hi Audisho I have been doing that - I didn't know if it was because I was putting fields from the SalesOrder and SalesOrderLineItem into the same detail section?  I have tried creating a report from scratch and it is still behaving the same way. An example of the reference on my fields ...

Hi I am building a report of all sales order and asociated line items to be sent to a fulfilment company to dispatch the orders. My master table is SalesOrder and I have one detail table, SalesOrderLineItem. I am using the SalesOrderLineItem fields which are listed under the SalesOrder table, however the report is only returning the first ...