OnSite StoreMaster
General
Inventory
- Doing inventory counts
- Determining inventory value
- Troubleshooting Count Inventory errors
- Setting inventory levels to zero
- Writing off stock
- Warehouses
Matrices
Products
- Understanding products in OnSite
- Understanding product workflows in OnSite
- Creating classes and families
- Creating products
- Importing products
- Building and breaking apart products
Suppliers
Purchasing
Users
Customers
- Customers in OnSite
- Adding customers
- Setting customer credit terms
- Creating customer categories
- Creating customer groups
- Checking a customer's credit balance
Backup and Restore
Gift Cards
- Configuring OnSite for gift cards
- Selling a gift card
- Applying a gift card to a purchase
- Checking a gift card balance
- Creating promotional gift cards
- Multi-Store gift cards
Jobs and Timesheets
Multi-store
- Multi-store
- Setting up multi-stores
- Doing multi-store inventory lookups
- Doing multi-store returns
- Transferring stock
- Troubleshooting multi-store passwords
Service Repairs
Accounting
- Backdating sales
- Accounting
- Handling accounts receivable
- Modifying posted invoices
- Posting documents
- Exporting to MYOB AccountEdge