Search results by user ID 6755

Re: How to set fields as required for new opportunity

GetRXd — Fri, 20 Feb 2015 14:24:47 GMT

another question:

I can find invoices for a particular customer account in their transactions list from method.me desktop, but when i search their transactions from the e-mail side, there are no transactions listed in his account. Any idea why?

The account does say:

Type	Customer (INACTIVE)"

when you search his account from the e-mail widget if that makes a difference.

Re: How to set fields as required for new opportunity

GetRXd — Thu, 19 Feb 2015 15:58:19 GMT

Also, for the Conditional Warning action... where do I got to access this "Action" screen/table?

Re: How to set fields as required for new opportunity

GetRXd — Thu, 19 Feb 2015 15:50:01 GMT

Thanks!

Also, how do I set reminders for activities? I'd like them to be e-mailed to the e-mail associated with the user!

Can you give me directions on what "table" to edit?

How to set fields as required for new opportunity

GetRXd — Wed, 18 Feb 2015 22:00:17 GMT

would like to set the following fields required for any new opportunity:

phone, e-mail, zip, opportunity amount, etc.

Let me know please!

Re: How to's for Method Program

GetRXd — Mon, 16 Feb 2015 02:53:57 GMT

1) We add an e-mail field to the estimate that is separate than customer account bc we have to do A LOT of estimates, and dont' find it necessary to build an account for every potential customer/estimate we do.

So we have a "quotes" account that is for all potential customers that have not purchased from us yet. Because there are multiple contacts/quotes for different customers in this 1 account, we use a different e-mail field in order to record their specific e-mail and don't use the e-mail on the account, as that can only be assigned to the account level, but the specific e-mail on the estimate can be assigned to specific estimates.

However, if we are building leads, activiities and opportunites in method and then we build an estimate in QB. We could just record the lead, activity, opportunity in method - sync the estimate into method - then assign that estimate to the particular lead/activitiy/opportunity right?

If we do build the estimate in method, we could just check "wait for sync approval" and that way the lead, activity, opportunity, and estimate all stay in method without goign to quickbooks right?

Basically, I want the leads, activities, and opporutnitues we make to NOT build an account in QB. From my understanding, quickbooks only builds a customer account for an oppurtunity if there's an estimate and we don't check "wait for sync approval" right?

2) OK i'll have to look into report designer later. Looks confusing.

3) How would you suggest using the discount item? Could you send me instructions? I'd like to be able to discount every item by a %. OR do a lump sum discount based on the subtotal.

4) customized estimate reports

5) Thanks! I got it!

Re: How to's for Method Program

GetRXd — Fri, 13 Feb 2015 13:29:54 GMT

Sorry again - jump to this message please:

Just read this last one, ignore previous messages. I forgot to ask 1 thing:

Besides:

1) One thing I noticed on the esimate grid is that we added in an "e-mail" field into it. However, can't find this field in the new invoice sreen I created. I can only find an "e-mail1" field. Any idea what I'm missing here?

2) Is there a way to print a packing slip from Method? I'd like to print out a packing slip for our warehouse. Packing slips should be similar to invoice but without pricing. Will only have SKU, item desc, quantity, weight, extended weight, total weight.

3) in quickbooks, we give volume discounts. So we have to do a "subtotal" item which basically totals up everything above it. Direclty beneath the subtotal, we enter in a discount amount (5%, 10%, etc). The discount only applies to the item total right above it, which is why we have to subtotal first, then do the dsicount immediately after the subtotal

Unfortunately, this is a bit hard to do in method. Do you know of a way to apply a 10% discount to each item better? Or a better way to do a lump sum discount in method?

4) I'm unsure how to attach estimates to this forum - can you help me? I can get them into picture format or the PDF they come in normally for you!

Here are the issues:

a. The first page of the estimate is blank. items/pricing don't start until 2nd page

b. see sales tax at bottom. Both estimates say 0.00%. However, 1 is adding sales tax and 1 isn't. Any idea how to make this simpler for our customer? I think it would be confusing for the reps as well as for the customer to see 0.00% and one have a sales tax charge amount and the other 0.00% doesn't show any sales tax

5) In quickbooks, we set a "closed" period where our sales reps cannot edit an invoice from a previous period (usually set as last month). The things we don't want them editing are items, prices, dates, totals, quantities. Since an invoice cannot be edited from last month inside of Quickbooks, what happens if I edit an invoice in method that is a "closed" invoice from last period and then sync it?

We do have some customer service reps that will enter notes into the previous period's invoice in QB. They have a specific password and are instructed to ONLY enter notes into the invoice on the item line if there's an issue with one of the items. But not to change anything else

What would be the best way to do this in Method?

Re: How to's for Method Program

GetRXd — Fri, 13 Feb 2015 05:27:26 GMT

Gotcha. I changed settings to remember all invoices. I'll check tomorrow after I sync ot make sure all invoices are in there now.

OK - I didn't know you needed to hit save first. Now I got it. Thanks!

One thing I noticed on the esimate grid is that we added in an "e-mail" field into it. However, I can't find this field in the new invoice sreen I created. I can only find an "e-mail1" field. Any idea what I'm missing here?

Re: How to's for Method Program

GetRXd — Wed, 11 Feb 2015 05:50:10 GMT

1 more question:

Issue with my invoices: I can't get subtotal, tax rate, amount paid, balance due to populate when I enter items into the grid for line items.

I'm not sure if I messed something up with the invoices or not. I don't think I changed anything.

Some background info:

I had some customization done to my estimates in order for them to show:

quantity, SKU, description, weight, extended weight, sale price, extended sale price

near bottom of invoice screen, I have some fields that total: total weight

However, on the estimate and invoice, the subtotal, tax rate, amoutn paid, and balance due dont' populate as I enter in the items. Even when I click "update"

Any idea how to fix:

1) get the subtotal, tax rate, amount paid, and balance due working on both estimates and invoices?

2) get the weight, extended weight, and total weight to show on the invoices like it does on estimates?

Re: How to's for Method Program

GetRXd — Wed, 11 Feb 2015 05:14:57 GMT

AWESOME! Thanks so much, I was able to do #3 and it works really well.

I found a separate issue while testing it out though. It seems like not all of my invoices have been imported from QB into method. How do I make sure they all made it in there?

The reason I know is because I tried searching all invoices for a particular customer. There were no invoices for that particular customer. So I looked up his account in QB and the account doesn't have any of his transactions... only 1 sales order. He should have at least 5 other invoies/payments.

Also, I sorted all invoices by date and the dates don't start from our first invoices. The total of all invoices also is way lower. Any thoughts why the invoices didn't all download into method from QB?

Re: How to's for Method Program

GetRXd — Tue, 10 Feb 2015 01:24:09 GMT

Hello Justin,

I understand what you're saying, but don't know how to execute. Could you send me step by step instructions please?

For #3 - we dont use sales order. Only Invoices!

Search results by user ID 6755

Re: How to set fields as *required* for new opportunity

Re: How to set fields as *required* for new opportunity

Re: How to set fields as *required* for new opportunity

How to set fields as *required* for new opportunity

Re: How to's for Method Program

Re: How to's for Method Program

Re: How to's for Method Program

Re: How to's for Method Program

Re: How to's for Method Program

Re: How to's for Method Program

Re: How to set fields as required for new opportunity

Re: How to set fields as required for new opportunity

Re: How to set fields as required for new opportunity

How to set fields as required for new opportunity