Improved List View - Purchase Orders

August 9, 2010 · Posted in New Features, Tip of the Week · Comment

A new and improved list view has been added for Purchase Orders.

Navigate to POs - Select/Edit PO. Click the button “Expand List” in the upper right hand corner to view the new list view.

The improved list view allows you to “Show All” and “Quick Search” similar to the contact and product list views.

There are nine ways to sort the new list.

The available sorts are PO #, Vendor, Job, Status, Date, Need In Hand, Shipping, Terms, and Total Cost.

Version 6.9.5.0

Labor Rate Setup

April 27, 2010 · Posted in Tip of the Week · Comment

Labor Rate Setup is assigned on the Proposal Setup 2 page.

Follow this tab order to reach the Proposal Setup 2 page:

My SRS - Preferences - Proposal - Proposal 2.

You have the ability to adjust the name of each of the 6 labor types.

You also have the ability to adjust the Cost and Selling for each labor type.

There is also an option to setup the auto calculation for Project Management(Labor 6).

Setting a percentage here will allow the auto calculation as long as Labor 6 is not specified or is left blank in Labor Detail.

Modifying these settings will effect all new proposals.

Labor Cost can be changed for an individual Proposal/Project.

To modify the Labor Cost for a specific Proposal/Project navigate to Job Cost.

First select the Project then navigate to Job Cost.

Labor Type and Labor Cost is located at the bottom of the second row.

The Labor Cost field is modifiable and will only effect the selected Proposal.

January 20, 2010 · Posted in Tip of the Week · Comment

Two reports have been added to SRS SmartOffice. The two reports are Invoice Cost and Delivery Cost Report.

The Invoice Cost report is located by following this path: Invoices > Reports > Invoice Cost.

This report is based on the cost of items on an invoice or the percentage of the total estimate project costs(progress invoices)

The Invoice Cost report includes the following: Date, Invoice Number, Description, Total, Payment, Balance, and Cost.

The Delivery Cost Report is located by following this path: Inventory > Inventory Reports > Delivery Cost Report.

This report is based on items that have been scanned as delivered or returned.

The Delivery Cost Report is specified by a date range.

The following are included in this report: Ticket Date, Transaction Type, Quantity, Make, Sku, and Ext. Delivery Cost.