Questions by Category: "Kit orders"

List Layout settings in Kit Orders App allows you to customize your fields in your preferred way. You can easily access your preferred section to save your custom views. This is the com...more

Apptivo provides multi-currency support with an automatic currency conversion rate. All the account transactions will be done using the company’s base currency. However, you can see t...more

The Homepage is the page that appears first when the user access the app. Kit Orders App allows you to customize the homepage you want as default. For instance, a Sales Manager wants to...more

The 360° View gives you an overview of everything (Receivables, Purchase Orders, Supplier Invoices, Invoices) that is associated with that Kit Orders App. From here, you can also add o...more

Kit Orders App allows you to create taxes manually by customizing "Taxes" tab which is provided in Kit Order settings. The Kit Orders App allows you to create both Single Rate Taxes and...more

Kit Orders App allows you to create taxes manually by customizing "Taxes" tab which is provided in Kit Orders settings. The Kit Orders App allows you to create both Single Rate Taxes an...more

This setting in the Kit Orders App allows you to automatically create a Purchase Order for every Kit Order created. For instance, an employee creates a Kit order for the customer Web Se...more

Kit Orders App provides the following views: Default home page view. Default 360 App. Left panel views. To enable these menus in the left navigation of the home page, you need to config...more

You can view the roles and privileges of all applications in Employees App. This allows you to manage roles and privileges of each app. Log in and access Employees App and Click on “M...more

Kit orders app allows you to generate kit orders which are created on particular period using report option "Kit orders for a period". Steps to generate a report of kit orders for a per...more

Quick links is a feature which is similar to a shortcut link that guides you for reference. You can add your own quick links by customizing the settings. It can be accessed immediately ...more

Item Pricing in Kit Orders App allows you to modify the price of the item you select while creating the Kit Order. For instance, consider an employee created an Item laptop which costs ...more

Kit Orders App allows you to configure the collaboration in your own way. This will secure the common activities tabs in each object, based on the access privilege. For instance: Consid...more

Custom Attributes Custom attributes or Master layout are the common features for all apps. These are like business attributes which supports you to customize your business with the cust...more

Message templates allow you to setup pre-defined messages. These are customized email messages that you can send to your customers. Steps to create message templates Log in and access K...more

Kit Orders App in Apptivo allows you to associate Purchase Orders with its Kit Orders. This allows the linking of information associated with the Kit Order. You need not navigate to the...more

Financial Summary in Kit Orders App is an unique feature that allows you to view your gross profit by combining all the four Purchase Order, Supplier Invoice, Estimates and Invoices for...more

               Pricing feature helps you to define more than one price for a single item. I.e You could set different prices for a single item for different customers. Kit order...more

Payments associated with a customer is listed in the Customer Payments App. When a Kit order’s Invoice records payment, a customer payment is created. This is associated with the resp...more

Kit Orders App allows you to keep in track the complete record of the kit orders. By customizing the report settings you can hide or show the reports. You can also provide access privil...more

Tags in Kit Orders App allows you to easily group your orders according to your own preferences by giving it a label. This helps you to easily filter the specific orders you need from t...more

Material Receipts are generated with the help of the Receiving App. Association of Material Receipt with the Kit Order is achieved by Purchase Order number. By associating a purchase or...more

A kit order is for a company who sells products, and it allows them to combine estimates, purchase orders, supplier invoices, and invoices to your customer into a single page for calcul...more

Invoices are an integral part of any Organization. Having the ability to associate Invoices in the Kit Orders App is available in Apptivo. You can easily associate the Invoices with Kit...more

Kit Orders App allows you to customize general settings, where you can specify whether you want to manually specify or automatically generate KO numbers while creating kit orders. You c...more

The Estimates App is a simple way to provide sales quotes to your customers. You are able to track sales opportunities, generate estimates for them, and then convert this estimate into ...more

My teams kit orders If you were added in any of the team(s) then you would view the team name(s) under my team. You cannot find the team names if you were not in the team. Steps to view...more

At first, you need to configure " Views " Setting to enable “By Queue” in the left navigation panel Steps to view kit orders assigned to my employees Log in and access Kit Orders ...more

Whenever an kit order is created, a purchase order will be generated automatically which can be converted into an supplier invoice and gross profit can be shown easily. Because, by defa...more

For every kit order placed, a unique number will be generated for reference purpose. This unique numbers for the kit order can be generated in the following two ways: Manually Entered A...more

What is a Kit Order? A kit order is for a company who sells products, and it allows them to combine estimates, purchase orders, supplier invoices, and invoices to your customer into a s...more

You can find all the created Kit orders based on their status like all, created and completed under “By Status”, which enables you to find the set of all Kit orders. You can view th...more

Kit orders app conversion feature allows you to convert kit order into invoice. Steps to Convert Kit Order into Invoice Log in and access Kit Orders App from your universal navigation...more

The "By Queue" found on the left navigation panel on the home dashboard, helps you to find the kit orders assigned to you, to your employee and to your team. Steps to View Kit Orders By...more

The Kit Orders App has several groups of configuration settings that allow you to adjust the way the app functions. To configure your kit Orders App, start off by Log in and access Kit ...more

Activity report Activity report allows you to retrieve detail activities information about the selected app. Activities like follow up, task, call logs and appointments can be generated...more

Kit Orders App allows you to view all your kit orders using "ALL" tab. By using it, you can view the primary information of Kit Orders. You can also select a particular kit order to kno...more

A kit order is for a company who sells products, and it allows them to combine estimates, purchase orders, supplier invoices, and invoices to your customer into a single page for calcul...more

The Kit Orders App allows users to delete the created kit order, whenever needed, by clicking on the “Delete” button present on the overview page of the kit orders. Steps to Delete ...more

The kit orders assigned to you can be found under this link. While creating the kit orders, it can be assigned to you, your employee or to your team. At first, Configure the views sett...more

Kit Orders App allows you to view the completed kit orders using completed tab. You can also overview the completed kit orders just by clicking its serial number. Steps to view kit orde...more

News Feed By default, each and every event in Kit Orders App will be displayed. You can stop displaying them by sliding the Toggle OFF found in the notifications. The Events such as Ki...more

The Kit Orders App allows you to search for the kit orders in two ways: Simple Search - This allows you to search for the kit orders using a single search field located in the app heade...more

Kit orders App allows you to make changes to the kit order if needed.For instance: If an employee (Katie Dustin), wants to increase the item quantity, he can do so by editing the creat...more