Embedded Files
General Employee Onboarding
General Employee Onboarding
SOP for creating a new user, giving access, roles
Plug-In that auto-refreshes your dashboard every X mins
Items
Items
SOP's for creating and updating different types of items
Pending: Patch Items, Domestic Blanks, Custom Items, Updating
May 2025 Slide Show on Item Creation
Spreadsheet Template for Item Import via CSV
Relationships
Relationships
Flow Chart
Flow Chart
Leads + Prospects
Leads + Prospects
Customers + Contacts
Customers + Contacts
Transactions
Transactions
Projects + Opportunities
Projects + Opportunities
How to create and edit projects
How to find projects
How to find transactions related to my projects (Quotes, Invoices, etc.)
Project Tasks
PENDING
Quotes + Sales Orders
Quotes + Sales Orders
Pending
PC Process for Change Request
Blank Samples
Fulfillments and Receipts
Fulfillments and Receipts
Pending
Pending
Link WH
Invoices + Statements
Invoices + Statements
How to download several invoices at once
Manually generate/'print' a statement
Manually email a statement from netsuite
Automated statement email information
'Mini' Statement information
How to edit a contact to receive statements
Tasks + Cases
Tasks + Cases
Cases
Cases
Cases: In progress order issues and change requests
Tasks
Tasks
eXtendtech
eXtendtech
File Management Software
Info on adding new files, updating old ones, troubleshooting etc.
Multi-Fulfillment Creation
Info on creating multi-fulfillments, how it works, troubleshooting
RF-Smart
RF-Smart
Warehouse Management Software
Info on shipping app, pick planner, hardware, inventory management
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