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

Documents If documents were added, deleted, updated, emailed, and renamed, you can receive an email notification about the actions performed in documents. Steps to Configure Documents L...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

Default Home Page View is the view that you see as soon as you log into your account. By default, it will have the applications, navigation bar and search box, and so on. The Kit Orders...more

The Kit Orders App of Apptivo allows you to customize the default app shown in the 360-degree view tab of a kit order. This helps to easily manage the associated records easily from oth...more

You can use the Summary Boxes in Kit Orders App to add the summary of Count, Sum, and the Average of the data based on the conditions as per your business need. In addition, you can add...more

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

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

The Kit Orders App allows you to automatically create a Purchase Order for every Kit Order created. Steps to follow Login and access the Kit Orders App from the universal menu. Click on...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

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 generate kit orders which are created on a particular period using the report option in the Kit orders list. Steps to generate Login and access the Kit Orde...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

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

Login and access the Kit Orders app from the universal menu. Click on the More(...) icon and selects the Settings. In the Settings page, click on the Emails and selects the Email Templ...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

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

The Pricing feature helps you to define more than one price for a single item. You could set different prices for a single item for different customers. Kit Orders App allows you to con...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 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

Kit Orders App allows you to add any custom fields that aren't provided on the creation page by default. These are like business attributes that support you to customize your business w...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

Financial Summary in Kit orders shows the bottom-line earnings of an item. Kit orders from Apptivo help you to combine estimates, Purchase Orders, Supplier Invoices, and invoices into a...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

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

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

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

Apptivo helps you to associate with all the other apps. You can perform the conversion by associating apps according to your needs. Kit Orders helps you to create Custom Conversion by l...more

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

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

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

The Kit Orders App of Apptivo allows you to view the kit orders of your employees. First, you need to configure the " Views " Setting to enable “By Queue” in the left navigation pan...more

Kit Orders app from Apptivo helps to create a financial summary for your products/services provided to your customers in a single page for calculating margins. It also allows you to cre...more

Apptivo provides you the ability to create and send custom created quotes to your clients. It allows you to create a detailed database of an item with its list of raw materials and sub-...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

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

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

While creating the kit orders, it can be assigned to you, your employee, or to your team. At first, configure the views of the Kit Orders app. Let’s walk through the steps to view the...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

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

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 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

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

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