Seradex OrderStream User Guide
Contents
| Index
- B -
Bar Coded Data Collection
Creating Bar Codes
Overview
- C -
Configurator
Displaying Images on the Configurator Form
Hiding Property Selections
Overview
Configurator Setup
Accounting Info
Alerts Sheet Overview
Assign Tools to Labour Routing
BOM Sheet Overview
Common Excel Functions
Creating Product Line Excel Workbook
Creating Product Lines
Custom Checks
Data Sheet Overview
Defaulting Property Selections based on Previous Selections
Excel Sheet Debugging
Input Sheet Overview
Linked Property Filters
Multi Level Bills Of Material
Multi Level Routing Operations
Multiple Property Filters (Excel Filtering)
Output Sheet Overview
Overview
Product Line Properties
Routing Sheet Overview
Sorting Properties on the Product Line Maintenance form
Tooling Sheet Overview
Version Sheet Overview
CRM Module
Creating New Prospects
CRM Usage
Customer or Prospect Filtering Capability
Customer
- D -
Day End Processing
Field Reference
Overview
Posting AP Batches
Posting AR Batches
Posting GL Batches
Rebatch Mode
- E -
Estimate Module
Alternate Ship To Adresses
Assigning New Bill To Addresses
Creating New Estimates
Estimate Overview
Keyboard Shortcuts
- F -
Field Reference
Day End Processing
Manual Data Collection
Work Order Header
Freight
- G -
Group
- M -
Manual Data Collection
Field Reference
Overview
Mat Req
4 ways for a Material Requisition to be created
Add Reorder Items to Mat Req
color coding
Consolidate Combo
Detail Filters
Field Reference
From Sales Order – To Sales Order Combos
From Work Order – To Work Order Combos
generating a Mat Req from SO or WO
Include Order By Date Filter
Item Type
Order Dates
Menu Options
Estimate Module Keyboard Shortcuts
Module Activation
Balanced Scorecard
Bar Coded Data Collection
Buy Stock MRP
Configurator
Data Collection
Engineering Change
Estimate Module
Physical Inventory Module
Service Order
Sub Contracting Module
Tooling Module
Vendor Returns Module
MRP
Adding Vendors
Editing Vendors
Field Reference
Filters
Overview
Transaction Lookup
- P -
Production Status
Work Center Status
Purchase Order
Adding new
Overview
- S -
Sales Order Module
Adding New Sales Order
Keyboard Shortcuts
Sales Order Module
Security
Advanced Security Overview
Applying Advanced Security to Users
Password Protection (Authcodes)
Restricting Access to Standard Reports
Service Order Module
Adding New Sevice Tickets
Overview
- T -
Tooling Module
Tooling Overview
- U -
Users
Adding New Users
- V -
Vendor
- W -
Work Order Module
Adding New Work Orders
File Menu
Header Field Reference
Overview
Sub Work Order Creation
