Company Home. The home page provides an easy-to-follow flow chart structure to help you better understand the document flow within All Orders.
Synchronize QuickBooks. Since All Orders and QuickBooks are two entirely separate entities, the two programs occasionally need to synchronize in order to ensure that they both have the latest data. By default, synchronization happens every time a company file is open. However, you can set other synchronization settings in your Preferences.
Synch. This option synchronizes all inventory parts and all other lists starting with the date of the most recent sync.
Selective Synch. You can select which lists to synchronize as well as specify a beginning date.
Reconcile With QuickBooks - A handy set of reconciliation tools that include the following:
Inventory Reconciliation Summary - A brief report of Items with differing quantities between QuickBooks and All Orders, including timing differences.
Inventory Reconciliation Detail - A somewhat more detailed report that includes a listing of transactions that lead to timing differences.
Reconcile to All Orders - Adjusts all inventory in QuickBooks to mirror the current inventory status in All Orders.
Reconcile to QuickBooks - If QuickBooks is the application that shows accurate inventory, this command adjusts all inventory in All Orders to mirror the current inventory status in QuickBooks.
Manage Users. This option brings up a special dialog where you can add, edit, or delete users. Additionally, you can set each user's access privileges on this screen.
Preferences. Brings up a comprehensive set of preference settings for All Orders 5, including such items as program aesthetics, QuickBooks synchronization, inventory management, and a host of other options.
Custom Fields. Opens the TableName dialog, allowing you to set up customized information fields for data specific to your industry. If desired, these can even be mapped to QuickBooks custom fields.
Run Analysis. This option will help you quickly determine which items might soon require manufacture or reordering. After setting a few filters and other options, you'll end up with a filtered inventory list that you can use to generate a batch of Purchase Orders or Work Orders.