| Contents | Index |
| Welcome to OrderStream |
 | CRM |
| Accounts |
| Overview |
| Creating and Modifying Accounts |
| Filtering Accounts by Field |
| Menu Functions |
| Field and Tab Reference |
| Account Search |
| Filtering Search Results |
| Sorting Search Results |
| Opening Transactions from Searches |
| Changing Column Positions / Hiding Columns |
| Using Linked Searches and Saving Window Layouts |
| Exporting Search Results to Excel |
| Menu Options |
| Sales Quota |
| Sales Commissions Setup |
| Sales Rep Groups |
| Sales Reps |
| Campaigns |
| Estimating |
| Estimate |
| Overview |
| Creating and Modifying Estimates |
| Field and Tab Reference |
| Bill To Addresses |
| Ship To Addresses |
| Menu Functions |
| Keyboard Shortcuts |
| Estimate Search |
| Filtering Search Results |
| Sorting Search Results |
| Opening Transactions and Other Related Modules |
| Changing Column Positions / Hiding Columns |
| Using Linked Searches and Saving Window Layouts |
| Exporting Search Data |
| Menu Options |
| Sales Orders |
| Sales Order |
| Overview |
| Creating and Modifying Sales Orders |
| Field and Tab Reference |
| Bill To Addresses |
| Ship To Addresses |
| Menu Functions |
| Keyboard Shortcuts |
| Sales Order Search |
| Filtering Search Results |
| Sorting Search Results |
| Opening Transactions from Searches |
| Changing Column Positions / Hiding Columns |
| Using Linked Searches and Saving Window Layouts |
| Exporting Search Results to Excel |
| Menu Options |
| Customers |
| Overview |
| Creating and Modifying Customers |
| Menu Functions |
| Field and Tab Reference |
| Service Order |
| Overview |
| Creating and Modifying Service Tickets |
| Field and Tab Reference |
| Menu Functions |
| Production |
| Work Order |
| Overview |
| Creating, Modifying and Processing Work Orders |
| Field and Tab Reference |
| Sub Work Orders |
| Menu Functions |
| Keyboard Shortcuts |
| Work Order Search |
| Filtering Search Results |
| Sorting Search Results |
| Opening Transactions from Searches |
| Changing Column Positions / Hiding Columns |
| Using Linked Searches and Saving Window Layouts |
| Exporting Search Results to Excel |
| Menu Options |
| Data Collection |
| Creating and Modifying Data Collection |
| Field and Tab Reference |
| Rework/Remake |
| Data Collection (B.C.) |
| Bar Code Data Collection Usage |
| Supervisor Functions |
| Creating Bar Codes |
| Job Costing |
| Overview |
| Creating and Modifying Jobs |
| Financial Summary |
| Service Orders for Jobs |
| Production Status |
| Work Center Status |
| Generate Work Orders |
| Purchasing |
| Purchase Order |
| Overview |
| Creating and Modifying Purchase Orders |
| Field and Tab Reference |
| Menu Functions |
| Keyboard Shortcuts |
| Purchase Order Search |
| Filtering Search Results |
| Sorting Search Results |
| Opening Transactions from Searches |
| Changing Column Positions / Hiding Columns |
| Using Linked Searches and Saving Window Layouts |
| Exporting Search Results to Excel |
| Menu Options |
| Mat Req |
| Overview |
| Material Requisition and Buy to Order Item Management |
| Generating Material Requisitions from Work Order or Sales Order |
| Material Requistion Dates and Colour Coding |
| Material Requistion Filtering |
| Generating Purchase Orders |
| Appending to Existing Purchase Orders |
| Vendor RFQ |
| Owner Information for Stock Items |
| Consolidation |
| Adding and Editing Vendors |
| Add Reorder Items |
| Menu Functions |
| Field and Tab Reference |
| Keyboard Shortcuts |
| Purchasing MRP |
| Overview |
| MRP Usage |
| Adding and Editing Vendors |
| Viewing Demand by Transaction |
| Menu Functions |
| Field and Tab Reference |
| Sub Contracting |
| Overview |
| Setup Recommendations |
| Creating and Modifying Sub Contract Documents |
| Due Date Calculations |
| Deleting Sub Contract Documents |
| Raw Material Usage |
| Drop Shipping Materials to a Sub Contract Vendor |
| Generating Service Purchase Orders |
| Sub Contract Parents Containing Make Sub Assemblies |
| Sub Contract Parent Containing Other Sub Contract Parents |
| Service Purchase Order Receipts |
| Vendor Invoicing |
| Overview |
| Creating and Modifying Vendor Invoices |
| Menu Functions |
| Vendors |
| Overview |
| Creating and Modifying Vendors |
| Shipping / Receiving |
| Shipping |
| Overview |
| Creating and Modifying Shipments |
| UPS WorldShip Integration |
| Menu Functions |
| Receiving |
| Overview |
| Creating and Modifying Receipts |
| Menu Functions |
| Shipping / Receiving Search |
| Filtering Search Results |
| Sorting Search Results |
| Opening Transactions from Searches |
| Changing Column Positions / Hiding Columns |
| Using Linked Searches and Saving Window Layouts |
| Exporting Search Results to Excel |
| Menu Options |
| Vendor Returns |
| Overview |
| Creating and Modifying Vendor Returns |
| Advanced Shipping |
| Overview |
| Required Data Setup |
| Creating and Modifying Advanced Shipping Details |
| Delivery Schedule |
| Overview |
| Field and Tab Reference |
| Invoicing |
| Invoice |
| Overview |
| Creating and Modifying Invoices |
| Menu Functions |
| Credit Note |
| Overview |
| Menu Functions |
| Invoice / Credit Note Search |
| Filtering Search Results |
| Sorting Search Results |
| Opening Transactions from Searches |
| Changing Column Positions / Hiding Columns |
| Using Linked Searches and Saving Window Layouts |
| Exporting Search Results to Excel |
| Menu Options |
| Status and Search |
| Item Running Balance |
| Item History |
| Inventory |
| Overview |
| Items |
| Overview |
| Creating and Modifying Items |
| Unit Of Measure Conversions |
| Adding and Modifying Sub Components |
| Item Costing |
| Mass Vendor Item Cost Update |
| Customer Item Numbers |
| Non Shippable Items |
| Document Storage |
| Inventory Transfer |
| Overview |
| Creating and Modifying Inventory Transfers |
| Mass Inventory Transfer Import |
| Field and Tab Reference |
| Menu Functions |
| Inventory Adjustment |
| Overview |
| Creating and Modifying Inventory Adjustments |
| Field Reference |
| Physical Inventory Counts |
| Physical Inventory Process Planning |
| Physical Inventory Count Sheet |
| Physical Inventory with Cycle Count |
| Overview |
| Cycle Counting Procedures |
| Physical Inventory Batches |
| Categories |
| Overview |
| Field and Tab Reference |
| Inventory On Hand |
| Inventory Search |
| Filtering Search Results |
| Sorting Search Results |
| Opening Transactions from Searches |
| Changing Column Positions / Hiding Columns |
| Using Linked Searches and Saving Window Layouts |
| Exporting Search Results to Excel |
| Menu Options |
| Non Conformance Manager |
| Overview |
| Creating and Modifying NCR Documents |
| Item Search And Replace |
| Engineering Change |
| Overview |
| Creating and Modifying ECN Documents |
| Field and Tab Reference |
| Rack and Bin Setup |
| Tooling |
| Overview |
| Adding and Modifying Tools |
| Field and Tab Reference |
| Accounting |
| OrderStream Financials |
| Financials Setup |
| Currency |
| GL Accounts |
| Accounts Receivable Process Flow |
| Bank Deposits |
| Adding a Bank Deposit |
| Printing a Bank Deposit |
| Removing Entries from a Bank Deposit |
| Processing Payments |
| Associating Payments to Invoices |
| Applying Credits to Invoices |
| Crediting an Unpaid Invoice |
| Crediting a Paid Invoice |
| Creating Customer Statements |
| Accounts Payables Process Flow |
| Creating Vendor Invoices |
| Vendor Invoices for Receipts of Goods and Services |
| Processing Foreign Payables Using Domestic Accounts |
| Discounts on Vendor Payables |
| Creating Cheques/Check |
| Vendors |
| Bank Reconciliation |
| Creating a New Reconciliation |
| Accounting Setup Overview |
| Terminology |
| General Ledger Accounts |
| Categories |
| Sales Transactions |
| Receiving / Production Transactions |
| Third Party Financials |
| Sage 300 ERP (Accpac) |
| Linking to ACCPAC for Windows |
| ACCPAC on Pervasive Database |
| ACCPAC SQL Server Integration to Seradex |
| ACCPAC Customer Table and Field Definitions |
| ACCPAC Vendor Table and Field Definitions |
| ACCPAC General Ledger Table and Field Definitions |
| Accpac for Windows Table Descriptions |
| Update Accounts Setup Options |
| Options by Accounting System |
| Option A: Linked Server |
| Option B: Direct Link to Accounting System Tables |
| Option C: Linked Server Database |
| Microsoft Dynamics Great Plains |
| Linking to Great Plains |
| Configuring Integration Manager for Seradex |
| Great Plains Integration With E-Connect |
| What is eConnect? |
| Installing the eConnect components |
| eConnect Example |
| eConnect and Seradex |
| Great Plains Specific Functions |
| Importing Customer Ship To Addresses From Great Plains |
| Importing Vendor Ship From Addresses From Great Plains |
| QuickBooks |
| AR Integration Setup |
| GL Account Integration |
| Applying Commissions from Seradex to Quickbooks |
| Linking to QuickBooks |
| Update Accounts for QuickBooks |
| QuickBooks Data Setup Requirements |
| Updating from QuickBooks |
| Granting OrderStream Access to Quickbooks Company File |
| BusinessVision |
| Business Vision Setup Introduction |
| ODBC Connection Setup |
| Linking The Business Vision Tables |
| Important Business Vision Setup Information |
| Accounting Packages Without Multi Currency Support |
| Utilities |
| Application Preferences |
| General |
| Accounting |
| Configurator Settings |
| Form Specific |
| GenKey |
| Company Setup |
| Configurator Setup |
| Configurator Overview |
| Configurator Setup Overview |
| Product Lines: A Definition |
| Product Line Accounting Info |
| Product Line Properties |
| Re-Sorting Properties |
| Product Line Workbooks |
| Creating the Excel Workbook |
| Input Sheet |
| BOM Sheet |
| Routing Sheet |
| Data Sheet |
| Output Sheet |
| Version Sheet |
| Debugging the Excel Workbook |
| Commonly Used Excel Functions |
| Creating Multi Level Bills Of Material |
| Creating Multi Level Routing Operations |
| Creating Custom Checks (Alerts Sheet) |
| Assigning Tools To Labour Routing (Tooling Sheet) |
| Returning Additional Item Data (ItemExtra Sheet) |
| Dynamic Property Disabling |
| Property Defaults and Filtering |
| Automatically Default Selections as Other Properties are Selected |
| Linked Property Filters |
| Property Defaults by Customer |
| Excel Filtering - Multiple Controlling Properties |
| Excel View Setup |
| Displaying Images On The Configurator Interface |
| Preventing Users From Viewing Property Selections |
| Data Integrity Check |
| Day End Processing |
| Overview |
| Posting AR Batches |
| Posting AP Batches |
| Terminology And Milestones |
| Posting GL Batches |
| Rebatch Mode |
| Day End Processing Menu |
| Day End Processing Field Reference |
| OrderStream Debits and Credits |
| Version Information |
| Taxes Setup |
| Overview |
| Tax Authorities |
| Tax Groups |
| Tax Group Maintenance |
| Accounting Match |
| Tax Rules |
| Update Accounts |
| Update Accounts Overview |
| Customer Fields Updated By Accounting System |
| Vendor Fields Updated By Accounting System |
| Event Alert Setup |
| Overview |
| Base Event Alert Setup |
| Event Alert E-Mail Setup |
| Dynamic Event Alert Email Recipients |
| Creating the Event Alert Schedule |
| Search Setup |
| Overview |
| Create Base Query |
| Create Search Name |
| Setup Search Module |
| Setup Field Formatting - Optional |
| Setup Search Links |
| Search Links - Display Locations |
| Search Links - Same Display Location for Multiple Search Links |
| Custom Format Designer Overview |
| Custom Format - Without Text or Symbols |
| Applying Custom Format to Fields - Without Text or Symbols |
| Custom Format - With Text or Symbols |
| Applying Custom Format to Fields - With Text or Symbols |
| Creating Customized Searches |
| User Defined Setup |
| Reports |
| Standard Reports |
| Overview |
| Settings and Assigning Default Printers |
| Report Print Dialogue |
| Standard Report Listings |
| Balanced Score Card |
| Balanced Score Card Overview |
| Standard Score Card Sheets |
| Lookups |
| Overview |
| Addresses |
| Editing Existing Addresses |
| Address Cleanup |
| Employees |
| Cells |
| Divisions |
| Facilities |
| Stat Codes |
| Terms Codes |
| Locations |
| Buying Issue Types |
| OrderStream Administration |
| Installation and Upgrades |
| OrderStream Installation Preparation |
| OrderStream Installation |
| Server Migrations |
| Downloading and Installing Updates |
| Users and Security |
| User Maintenance |
| Profile Maintenance |
| Group Maintenance and Advanced Security |
| Group Maintenance |
| Advanced Security |
| Advanced Security Control Listing by Module |
| Configurator |
| Credit Note |
| Customer Maintenance |
| Customer Ship To |
| Estimate |
| Invoice |
| Mat Req |
| Purchase Order |
| Receiving |
| Sales Order |
| Shipping |
| Tooling |
| Vendor Invoice |
| Vendor Maintenance |
| Work Order |
| Work Order Completion Form |
| Granting Database Access to Groups |
| Password Protection |
| Restricting Access to Standard Reports |
| Pricelist Excel Templates |
| Sales Price List |
| Vendor Price List |
| Custom Reports |
| Creating your own Custom Reports |
| Crystal Report Development |
| Select Document Dialog (SDD) |
| Replacing Standard Reports with Custom Reports |
| Displaying the Report Print Criteria Selection on a Custom Report |
| One Click Email |
| Item UPC Code Setup |
| Creating Custom Field Labels for User Defined Fields |
| Database Cleanup Utilties |
| Sales Order Status Codes |
| Transferring Files to Seradex |
| Seradex OrderStream Email Delivery Service for Gmail |
| Seradex OrderStream Email Delivery Service for Outlook Online |
| EULA |
| Privacy Statement |
| Terms of Service for Seradex OrderStream Mail Integration Apps |
| Supported Software |
| Accounting |
| Operating System |
| Microsoft Office |
| Microsoft SQL Server |