Start by navigating to the “Manage Quotes” tab. Then, locate the specific order for your customer, which can be…
How To: Add a Store Surcharge
To apply a surcharge to a store, start by navigating to System > Lists > Stores. Choose a store and click ‘edit’ to apply…
How To: Add a Store
A store in The Shed App can be used to represent a shed lot where sheds are sold. It can also be used to manage online sales in an online store. Adding a store for all shed sales lots you work with is recommended…
How To: Create A View
The Shed App is designed to help everyone view what is important for each person to complete their tasks. This can best be accomplished by creating custom views for each user so…
How To: Schedule a Shed Move (Customer -> Customer)
If you need to schedule a delivery where the shed needs to be moved from a customers location to another customers location or just another location for the same…
How To: Add Production Statuses To Plants
When you need to add stages/statuses to better represent your production process. Builders will be able to update the production status of a building…
How To: Experience the Order Form as a Guest User
Follow these steps to get an idea of how your customers will experience you order form…
How To: Share Views
You want to share a specific view with one or more coworkers that need to see the same data…
How To: Fulfill an Inventory Request
The process of moving an Inventory Request Order from the “Submitted” status to the “Fulfilled” status….
How To: Add a Transitional Serial Number
When you want to add a Transitional Serial Number to a building with an existing Serial Number. Transitional Serial Numbers can associate the building with a past/old SN…