Work With Users/Groups

The Work With Users/Groups window features four tabs at the top. Select a tab below to access detailed information about that specific tab.

User/Group Administration

Document Checkouts

My Internal Emails

My Internal Calendars

User/Group Administration

Record Type: In the top left corner of this window, you can select the Record Type, User or Group.  

User/Group Search: Enter a search word and hit enter

Buttons 

  • New: Opens a new Maintain Group or Maintain User Window to create a new record
  • Modify: Opens up a Maintain Group or Maintain User Window for the selected record
  • Delete: Deletes selected record
  • Refresh: Refreshes list of records
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All In-Store Credits

To access the Work With All In-Store Credits, click on All In-Store Credits. Within this window, you can search for any In Store Credit by Credit Number, Name, Customer, or Account center. The more blocks you fill, the narrower your search will become.

Number: If you have a specific Invoice Number you are searching for, enter the number and click on Search
Company: If you have multiple company locations, you can select a specific company to view invoices from that company location.
Customer: Enter a customer name to view a comprehensive list of all invoices associated with that customer. 
Account Center: Enter an Account Center name to view a comprehensive list of all invoices associated with that Account Center. 
Date Billed: Select a time frame from the dropdown menu to view invoices within that period.
Date Due: Select a time frame from the dropdown menu to view invoices within that period.
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Invoice Batch Payment

Invoice Batch Payments enables you to post a batch (multiple) of payments to various customer invoices. If you have several checks or a check that pays for multiple invoices, utilize Invoice Batch Payment to simplify the process of applying various checks to different invoices.

Date: Select a date range to see past Invoice Batches.
New:  The new button opens the Maintain Invoice Batch Payment Window. This window allows users to initiate the application of checks to invoices with outstanding balances. 
Modify: The Modify Button lets you open the Maintain Invoice Batch Payment, where you can tweak open batches or peek at closed ones.
Delete: Delete Button allows you to delete any OPEN batch. 
Close: Closes Work With Invoice Payment Batch Window
Refresh: Refreshes the Work With Invoice Payment Batch Window
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Export Orders to Excel
Sometimes you may need to work with your order data in ways whereby Order Manager doesn’t already have a built-in management tool.  Exporting your orders to Excel will allow you to sort data, create custom calculations on columns of data and many other things.  How to do some of these things and creation of formulas in Excel or other spreadsheet programs are not supported by NetSoft Studio, however we do provide an easy way to get the data into Excel format.  Once in Excel Format you may open the exported spreadsheet in your favorite spreadsheet program.


Clicking on Export Orders to Excel will open a flyer explorer window where you can save an excel file that will contain all orders in the database.
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