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  • Core Training: Session 4 - Order Entry - Part 2
    Answer:  Order Entry Part 2     Note: ShopWorksHelp.com is where you can find all your training resources                  ...
  • OnSite / Sales Orders: How can I enter two order types for one order?
    Answer: Entering an order in the OnSite system requires that the user has to choose one order type for a sales ...
  • OnSite / Utilities / Company Setup: What are Line item templates and how do they work?
    Answer: Line Item templates are used in Order Entry to auto create line items on an order based on the Order ...
  • OnSite / Utilities / Company Setup: How To Setup Order Types
    Answer: Order Types are a very important concept in OnSite. They control how orders flow through your system.  For more detailed ...
  • OnSite / Shipping: What can I do with Shipping in Onsite?
    Answer: Shipping in OnSite serves 3 primary functions: 1. User can see all Sales Orders that have not shipped and can mark ...
  • OnSite / Sales Orders: Easy way to enter line items on an order.
    Answer: There are several ways to enter items on a sales order in OnSite.  In the brief video below, we show ...
  • Archives: Remote Training - Overview
    Answer:               Remote Training Overview Thanks for being the latest ShopWorks customer!  With over 950 installs ...
  • OnSite / Accounting: How does Avalara Sales Tax Integration work with OnSite?
    Answer: OnSite has teamed up with Avalara to allow for better sales tax accounting management.  This integration will allow Avalara to manage ...
  • OnSite / Shipping: Shipping Products
    Answer: Shipping  Because the bulk of data entry is done elsewhere, shipping is a pretty straightforward process: 1. Research shipping details. 2. Mark orders as being ...
  • OnSite / Accounting / Receivables: Invoicing Sales Orders
    Answer: Invoicing   Invoicing is the process of turning a Sales Order into an invoice. There are a few things to note:  1.   The ...

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