Online Help
How can we help?
H
- How can I find or search on information?
Searching in OnSite is accomplished using our "Find" feature which is available in every section. "Finds" can be performed "on the fly" or saved and ... - How can I change my User Preferences?
Each User has the ability to have their own preferences for how they view the system and how they store documents. Below is a video ... - How to Add and Edit Customers
Customers can be added and edited directly from the "Customer" section or on-the-fly while entering a sales order in the system. To review Click on ... - How to Use Attachments
Attachments are any type of computer file and they can be attached to records in the OnSite system including: Sales Orders Quotes Purchase Orders Bank Reconciliations Employees Marketing Contacts Prospects Customers Products Designs Vendors Some practical uses are: • ... - How can I use the system to manage prospects?
OnSite has a full "contact resource management (CRM)" system built in. This allows you to sell to prospects and to manage the entire process in ... - How to generate a quote.
A Quote provides a prospective buyer with a list of the products and services they would like to purchase, along with the price associated with those ... - How To Use Activities
Activities record a "touch" or other contact you might have with Customers, Vendors or other contacts . Activities are universal, and they can be added the ... - How do I integrate Shipping with Major Carriers like UPS and FedEx?
OnSite can be integrated with major shipping carriers such as UPS Worldship and FedEx Ship Manager. The integration imports data into your carriers software, and after it is shipped ... - How To Setup And Use Commisisons
In OnSite, you have the ability to setup and run commissions for your sales people. There are several options for how you calculate your commissions. ... - How To Setup Order Types
Order Types are a very important concept in OnSite. They control how orders flow through your system. For more detailed information on how to setup ... - How do I add blank product to inventory?
View video below on how to add blank product to your physical inventory. Adding Blank Product ... - How To Add Blank and Finished Product To Inventory
This video will review the steps to add both blank and pre dcorated products to your inventory. Adding Blank and Finished Goods to Inventory ... - How do I deduct product from Inventory?
View the video below to see how to properly deduct items from your Inventory. Deduct Product from Inventory ... - How To Use the Design Calendar
The Designs Calendar in OnSite allows users to keep track of and schedule artwork that needs to be done for orders. The video below willl ... - How to Receive Payments and Credit Memos
View these resources to see how to receive payments, credit and debit memos in the OnSite system: Payments and Credit Memos - Setup for Administrators Receiving Payments Credit ... - How To Make a Bank Deposit
View the following video to see how to make bank deposits in OnSite How to Make a Bank Deposit ... - How to Add a New Vendor
Vendors are companies in your system that you purchase from and pay bills to. You can also write Manual Checks to Vendors. Watch the video below ... - How To Modify Check Printing Preferences
See the video below on how to setup your check printing preferences. Where can I Modify my Checks Layout? ... - How to write Manual Checks out of OnSite.
Manual checks are bank checks that bypass the payable module of OnSite. Manual checks are usually used for paying vendors, or other people for product, or ... - How to Pay Bills
Use the videos below to see how to pay bills and print checks, in bulk, from the system: Paying Bills and Printing Checks Paying Bills With a ... - How to Lock Accounting Months
Locking Months allows an administrator to prevent Users from entering General Ledger information in a specific month. Locking of Months is independent from Closing them, although once ... - How to Close and Open Accounting Months
Closing Months is the act of preventing any type of accounting transaction from entering the General ledger during the Closed Month. When a Month is closed, ... - How to Create and Use Budgets
Budgets are created and stored in your system for later comparison to actual financial statements. How to Create Budgets ... - How to Use the Accounting Troubleshooter
The Accounting Troubleshooter is a tool that helps Users find possible problem accounting transactions in a specific period of time, so they can be corrected. Accounting ... - How To Handle Bounced Checks
The video below will take you through a few options on how to handle bounced checks from your customer. How to Handle Bounced Checks ... - How can I do "Cash Based" Royalties?
OnSite has a built-in system for tracking and paying royalties. However, the system is Order-Based only and was primarily designed for Accrual Based royalties...meaning royalties ... - How To Purchase Products in OnSite
Purchasing integrates directly with Sales and Vendors which allows users to create Purchase Orders for Vendors with the corresponding products from each Sales Order. There are 5 ways ... - How do I transfer accounting information
In the series of videos below, We describe the process of doing an accounting transition from previous accounting software to the Shopworks OnSite system. 01 - ... - How do I check what version of ShopWorks I am using?
OnSite versions prior to 8.4, the current version you are using is displayed at the bottom right hand corner of the login screen. If you are ... - How to use the touch screen feature in OnSite
Touch screen monitors can be used in your production, shipping and receiving areas to enhance your employee interaction with OnSite. Below are a series of videos ... - How to change or add my company logo.
There is an area in the Company Setup section of OnSite where you can add additional company locations and change your company logo that appears ... - How do I change the status icons?
Icons are used to display the different status of sales orders and other transactions. There are several choices for these icons and they can be ... - How do I change the order status?
In the Onsite system you have the ability to edit the different statuses for orders or even add additional ones. These statuses are used to ... - How do I setup design types?
There are default design types already set in the Onsite system. These determine how a design will behave when entered into the system. You have ... - How To Setup Price Calculators
The OnSite system has the ability to create and edit price calculators sometimes called a pricing matrix. These are used to determine the pricing you ... - How do I setup credit cards in OnSite?
OnSite has a couple of options on how to setup credit cards so they can be used to pay bills in system. The video below ... - How do I know which build upgrades I need?
Shopworks periodically releases update to the software that adds more functionality as well as fixing glitches in the system.The first step to determining which upgrades ... - How do I take a customer off hold status?
A customer's account can be taken off hold once the inital hold status issue is resolved. This is done from the Customers Module. Once you ... - How to fix "Int_session could not be found Either the host is not available, or the file is not available on that host" error?
This error usually means there is something that is blocking the connection from this workstation to the server. To fix this error:1.Make sure the firewall ... - How do I handle Personalization through OnSite?
When entering sales orders in OnSite , you have a couple of different methods for adding personalization( numbers, names, etc) to the items on the ... - How do I update designs in OnSite ?
There are a couple of different ways to update a design's status in the OnSite system. This is a video that describes the different options ... - How does ShopWorks handle Collegiate Licencing (CLC) royalties?
One of the features of OnSite is the ability to handle Collegiate Licencing Royalty (CLC) reporting. We have a few videos that go over how ... - How can I make the screen for ShopWorks larger?
One of the new features of OnSite is the ability to change the display size of the ShopWorks OnSite system. There is a video on ... - How to setup Sales Tax in the OnSite system
Sales tax setup in the OnSite system is done from several areas of the system. Below are a series of videos that go through the ... - How to show a discount on an invoice to a customer.
There are several methods for adding a discount to an order. One way is to add a line to an order that will show on ... - How do I get a 1099 report from OnSite?
The ShopWorks OnSite system does not provide the forms for 1099 vendors. However, the system does provide the information needed to fill out the forms. ... - How do I handle vendor returns in OnSite?
There is no standard way to handle a vendor return. Returns have several variables that could be done various ways in the system. We have ... - How do I change the Sales Tax Rate for a Sales Tax Account?
In the OnSite system you have the ability to change the Sales Tax rate for accounts in the Chart of Accounts. To do this, you ... - How do I void a check in OnSite ?
To void a check in the OnSite system, Click on the "Accounting" section. Under "Bank Accounts" select the account used to write the check under ... - How do I view or print a Balance Sheet when I close a month?
When a month is closed, the OnSite system automatically takes you to the Profit/Loss statement. You can then view and print the Balance Sheet by ... - How to print the Design ID and Title on an invoice.
There is an option of whether or not you would like the design information to print out on the customer forms. To permanently have the ... - How can I enter two order types for one order?
Entering an order in the OnSite system requires that the user has to choose one order type for a sales order. However, there is a ... - Hows does ShopWorks OnSite handle payroll?
The ShopWorks OnSite system does not have a payroll function. What customers do is usually use a third party payroll processing service and then do ... - How do I enter tracking numbers manually into OnSite?
If you have not setup the OnSite system to integrate with UPS or FedEx, there is still a way to enter tracking numbers into the ... - How can I tell if someone else is in the same record?
Filemaker prevents multiple users from making changes to a record at the same time. It will allow multiple people to view a record at the ... - How do I enable or disable pop-up notes?
Each User in the OnSite system has the ability of whether or not they want notes related to an order to automatically "pop up" when ... - How do production logs affect a sales order?
The OnSite system has the ability to record labor costs for production and record the costs against an order. These costs come from production logs. ... - How do I setup a bank account?
Setting up a bank account is a two step process in the OnSite system. The first is to create the account in the Chart of ... - How do I change to an International date format?
The ShopWorks OnSite system has the option to change to an international date format. To change this setting in your system refer to the video ... - How do I setup a new workstation with OnSite?
To setup a new workstation with the OnSite system, this will require two things. The first is the installation of Filemaker Pro and the second ... - How do I install plugins for Mac OSX?
The OnSite 7 system uses various plug-ins for FileMaker to perform certain tasks in the program. If your Mac workstation needs to install these plug-ins, ... - How do I enter a vendor rebate or refund?
Sometimes Vendors will send a rebate check or refund. There are a couple of different ways to handle this in the system. The best way ... - How to use characters in a "Find" screen?
There are several keyboard "Characters" that can be used in the find screens of OnSite that will return certain information. Below is a list of ... - How come I can't see the hosted files on my workstation? (OnSite 7 Only)
If you installed OnSite on a workstation and can see the hosted database but not the database files through File>Open Remote, it is likely that ... - How do I setup Sizes in the OnSite System?
There are many options for how to setup sizes or "Size Headers" in the OnSite system. There is a link to a brief video below ... - How can I reconcile a payable to a PO if the difference is a cent?
The OnSite system allows to user to determine what difference between an Payable and PO is accepable. Typically we recommend allowing for a difference of ... - How do I Create a Receivables Aging Report for a Past Date?
The OnSite system has the ability to create and store receivables aging reports for past dates. We call this "Aging As Of". These reports are ... - How do I create a Payables Aging report for a past date?
The OnSite system has the ability to create payables aging reports for past dates. We call this "Aging As Of". These reports are created in the "Payables" area ... - How do I find a discrepancy in the GL?
There is the possiblity that the General Ledger in the OnSite system can become out of balance. This is not typical but can happen due ... - How do I create Bulk email lists in OnSite?
In the OnSite system there is the capability of copying contact emails to use for bulk email purposes. To do this, click on the "Customer" ... - How do I turn off the ODBC message at login ?
You may receive a pop-up message window when you login to the OnSite system. This is due to ODBC settings for Sage and ProofStuff. It ... - How to setup a Point of Sale cash drawer.
The OnSite system has the ability to utilize a cash drawer/register. There is some setup and plug-ins that are required in order for this feature ... - How do I back up a peer to peer system?
If you are hosting ShopWorks OnSite from your machine or you are setup with a Peer to Peer network, meaning that you are bypassing the ... - How do I get an activity to be automatically created when I email through the system?
The OnSite system has a feature that will automatically create an activity in the system when a user emails through it. To turn on this ... - How to change an order from sized to non-sized.
The OnSite system has the ability to display quantities on an order in two ways. These are to show the size breakdown for garments or ... - How do I merge customer accounts?
The OnSite system has the ability to allow a user to merge customer accounts. This can be useful for duplicate customers or companies that were ... - How do I Merge GL Accounts in the Chart of Accounts?
The OnSite system has the ability to merge accounts in the Chart of Accounts (COA). This feature is access controlled and there are limitations. Merging ... - How do I setup behaviors for product classes?
The OnSite system uses product classes to determine how items on an order are going to be processed through order entry. Product classes can behave ... - How do I setup new employees in OnSite?
Setting up a new employee in the OnSite system is done under the "Utilities" section of the program. There are several access rights that will ... - How do I reprint a check?
The OnSite system stores all checks that have been written through the system. If you need to reprint a check go into the "Accounting" section ... - How do I close the year in Financials?
In previous versions of OnSite the system required the user to close the year before closing the first month of the next year. This is ... - How do I run a physical inventory count in OnSite?
OnSite has the abillity to run "cycle counts" in the Inventory Current Levels section. This allows users the ability to count and update specific inventory ... - How to setup Coupons or Discounts in OnSite.
OnSite has the ability to setup and use coupons and discounts. These can be applied to orders to reduce the amount due on a Customer ... - How can I Automatically Update Receivables and Payables in OnSite?
OnSite system has the ability to "Automate"aging for receivables and payables through the Filemaker Server admin console. For more information on how to setup these ... - How do I process Credit Card & ACH payments in OnSite?
OnSite has the abililty to charge and process Credit Card and ACH payments through the system. OnSite has some new features for processing credit card ... - How do I import customer payments into the system?
OnSite has the ability to import customer payment information into the payments section of the program. This can be useful for website payment transactions etc. ... - How do I import activities into OnSite?
OnSite has the ability to import activities or "touches" into the system. NOTE: You must have OnSite 8.1 or greater to have this feature. For more ... - How does ShopWorks Cloud hosting work?
ShopWorks provides the ability to have your OnSite system hosted remotely in the cloud. This can be a great option for companies that don't want ... - How do I write off bad debt in OnSite?
It is possible to write off balances to open receivables in the OnSite system. Before doing so, it is important to make sure this practice ... - How do you handle customer overpayments in OnSite?
There are several ways to handle customer overpayments in the OnSite system. It will depend on how the customer would like the amount of the ... - How does inventory management work in OnSite?
In the Current Levels area in Inventory, there is a tab for Inventory Management. This area allows the user to see what items are needed, ... - How to get Production/Labor costs into a Sales Order.
There are multiple methods for recording production costs in a sales order. The link below is a video describing one way to record production costs and ... - How do I handle factoring invoices and payments in OnSite?
Some of our customers choose to have an outside company factor their open invoices. This means that they "sell" the receivable to a company and ... - How do I setup vendor discounts
In the OnSite system, there is now the ability to setup and utilize discounts given from vendors. This feature requires some setup in the OnSite ... - How to duplicate an order in OnSite.
The OnSite system has the ability to duplicate or "clone" orders. To do so, go to the order you want to duplicate, then go to the ... - How to bulk invoice in OnSite.
Starting with version 8.3, OnSite has the ability to bulk invoice sales orders. Below is a video on how to use this feature. Bulk Invoicing ... - How do Employee Access Rights work in OnSite?
The OnSite system has built in employee access permissions. These allow you to determine which sections, and actions the employee has the ability to access. This ... - How can I add barcodes into the OnSite system?
The OnSite system has the ability to utilize barcodes for the purpose of scanning items and adding them to the sales order. To use this ... - How do I enter products into the OnSite system?
The OnSite system allows users based on their system access the ability to enter products and pricing into the program. Below are videos on how ... - How do I import /update vendor product lists into OnSite?
One of the features of OnSite is the ability to import or update new vendor product lists into the OnSite system. watch the brief video ... - How to setup Line Item Behaviors
In this video we go through in depth line item behaviors and how they affect your order flow. See video below. Line Item Behaviors ... - How can I setup multiple currencies in OnSite?
Sometimes you may need to take and convert currencies from other countries. We have a document on how to record these transactions properly in the ... - How does Avalara Sales Tax Integration work with OnSite?
OnSite has teamed up with Avalara to allow for better sales tax accounting management. This integration will allow Avalara to manage your state, local, and even ... - How to handle a Cancelled Order in OnSite.
When a customer cancels an order, you have a couple of options on how to process the order in the program. Commonly we recommend to ... - How Does OnSite Integrate with Vendors?
OnSite has the ability to integrate with Vendor API's. This feature allows users to get accurate pricing and availability of items Vendor sells. In addition, you can create and ... - How to handle Online orders through the OnSite System.
One of the more common orders being done is through online sales. These typically involve setting up a webstore and then fulfilling the individual orders ... - How do you handle pant, shoe, and uniform sizes in OnSite?
OnSite is very flexible when it comes to sizing of products. Sometimes items come in other sizes other than standard shirt sizes. There are a ... - How can I pay ShopWorks?
Download the credit card form below to set up monthly payments by credit card or use one of the other following methods to make your ... - How do I pay for ProofStuff?
Proofstuff is an additional service that you will need to sign up for. The charges for this service are monthly recurring charges to a credit ... - How to setup Folder Redirection for my ShopWorks Cloud.
If you are using the cloud hosted version of OnSite, you may want to be able to move files back and forth from your local ... - How do I enter Assembly Orders in OnSite?
One of the features in OnSite is the ability to create orders for items that require assembly. In the video below, we cover how to ... - How to setup Fundraisers in OnSite.
There are several ways to handle Fundraising orders in the OnSite system. In the video below, we cover the most common ways to setup these ... - How can I setup Subcontract Cost Calculators?
OnSite now has the ability to generate production costs for sub contract orders. You can calculate costs based on the supplier's pricing and your design ... - How does Ownership work in OnSite?
In OnSite, Administrators have the ability to prevent users from seeing records assigned to specific employees. This is especially useful if you have outside sales ... - How do APIs work with OnSite?
The OnSite system has the ability to utilize API integration. API is a acronym that stands for "Application Programming Interface”. OnSite is currently setup to ... - How do I run a Trial Balance in OnSite?
You or your accountant may want you to run a Trial Balance for reporting purposes. There are two places in OnSite to run this report. ... - How do I run an Outstanding Items report for a Bank Reconciliation?
After creating a bank reconciliation in OnSite, you may want to run a report of the remaining transactions that were not part of the bank ... - How do I handle a Return Authorization in OnSite?
Returns are a common occurance for the embellishment industry. Tracking returns or (RAs) can be tricky especially when they are being handled by separate departments. ... - How do I create a new "Grid Find"
One feature in the OnSite system is the ability to create finds for Products and Designs to be used on sales orders based on criteria ... - How do I use the Internal Messaging feature?
One of the features in the OnSite system is the ability to send messages to other users through the OnSite system instead of using email ... - How do I Set Up Royalties in OnSite?
Royalties are fees paid to another company for usage of their design or logo on products that you sell. Learn about how OnSite handles royalities ... - How do I use the Calendar in OnSite?
OnSite has a calendar feature that allows users to keep track of different tasks. There are calendars for tracking production jobs, designs, user activities and ... - How do I create a Custom Order Status?
In OnSite, the system is pre-loaded with statuses. These statuses are updated automatically when certain tasks are marked as done in the system. You also ... - How Do Order Specific Design Changes work?
In OnSite, you can decide whether changes to designs can be made on an order or if they have to be changed from the "Master" ... - How do I clear out my Browser Cache?
How do I Clear Out My Browser Cache? Clearing My Browser Cache ... - How to Monitor Customer Creation in OnSite
A method to review and maintain your Customer Data Integrity. When starting in Onsite you will have options to import your existing customer data, or ... - How to Create an Employee Barcode Badge
How to Create an Employee Barcode Badge Link to Badge Template ... - How do I create a Customer Annual and Monthly Report
Customer Annual and Monthly Reports ... - How do I create a Vendor Annual Spend Report
Vendor Annual Spend Report ... - How to use Stock Letters
OnSite has the ability to store and create Stock Letters that can be used for standardizing your company communication with Customer, Suppliers and Prospects. See ... - How to add Components in Bulk
If you have products that are using components in the past you would need to go into each product one at a time to add ... - How to Recover a Damaged File
There are times when you may encounter a damaged file while trying to log on to OnSite. Damaged files can be casued by a few ... - How do I create Charts
OnSite 8.5 now can generate Charts that will display Sales Metrics. Users with the proper access will have options on how data is displayed and ... - How do I integrate with Order My Gear?
Order My Gear integration via the Order API in OnSite Order My Gear Sizing Table below will give you a head start to populate sizing from ... - How to Stop OnSite 7 from Crashing
OnSite 7 Fix for System Crashing ... - How do I enter vendor credit into OnSite?
In the Payables module, you are able to enter vendor credit memos. These behave as a credit to your vendor account that can be used ... - How do I do a Bank Transfer in OnSite?
Transfering money from one account o another is a simple process in OnSite. Watch the video below. Bank Transfers ... - How do I clone a General Journal Entry?
A nice feature in OnSite is the ability to clone ( or duplicate ) a previously entered General Journal Entry. This makes entering repeated entries ... - How do I Setup GL Defaults for Order Types?
In OnSite, you have the ability to choose and edit the Revenue and Cost accounts associated with Order Types. In the brief video below, we ... - How do I add items to inventory if a customer cancels an order?
Sometimes, when a customer decides to cancel their order, you may want to add the items the customer wanted into your inventory instead of sending ... - How to Troubleshoot Email Issues
One of the common errors you may see is the Server Busy error. To correct this error, you will need to check the bit version ... - How do I add a discount to a P.O?
In the video below, we will walk you through how to enter a discount to a purchase order. Adding a Discount to a P.O. ... - How do I account for fees from a webstore or eCommerce site?
In the video below, we cover how to account for fees from an eCommerce site or webstore. eCommerce Fees ... - How to Change Display Name in Filemaker Admin Console
If you need to be able to see the names of the users in Filemaker/OnSite, you can change the User Display Name directly in Filemaker ... - How to use the Order API in OnSite
In this video, we will review how the Order API works within OnSite. We will cover Employee Access, Manually using the API Order Import, and ... - How to use Line Item Production Spec
In this Quick Hitter video we wil review how to update a Production Spec from the product line Item. How to use Line Item Production Spec ... - How to Charge Credit Card Processing Fees
In this video, Greg will review on how to create a new product in your system that will be used to charge a credit card ... - How to Import Payables.
In this video, Greg will review how to import payables from your vendor directly into OnSite. Importing Payables ... - How to use the Sanmar LPN
1. What is an LPN? - Warehouse term for “License Plate Number”. 2. How is this used by Sanmar customers? - This is a method to ... - How to set up the Sage Shopping Cart
Sage shopping cart integration is now available via the ManageOrders API. In this video, we will review how to set this up in your OnSite ... - How to set up the BrightSites Shopping Cart
BrightSites shopping cart integration is now available via the ManageOrders API. In this video, we will review how to set this up in your OnSite ... - How to use the Art Loader
Art Loader tool is intended to be used from the TouchScreen section of OnSite. This feature has been designed to reduce the time to locate ... - How to use ID Sales Status
Quick Hitter video reviewing how to use the ID Sales Status in an order. How to use ID Sales Status ... - How to use EDP for Sub-Contract Purchase Orders
In this video we will review how 2 OnSite customers can send purchase order information to each other using the EDP function in OnSite. EDP for ... - How to handle Customer Refunds.
How to handle Customer Refunds will be covered by Greg in this video. Please review and be aware of the proper employee access required to ... - How to Revalue Inventory
Quick Hitter video, Maria willreview how to Re-Value Inventory Re-Value Inventory ... - How to use the Sort Tool
Quick Hitter video presented by Maria which will review how to use the Sort Tool. Sort Tool ... - How to Re-install Plugins
Quick Hitter video reviewing how to Re-install Plugins RE-Installing Plugins ... - How do I Default Line Item Behavior
In this Quick Hitter video Maria will review how to default the line item behavior. Defaulting Line Item Behavior ...