The real power of All Orders lies in its ability to be customized to your exact need. Much of this power is unlocked by way of your Profile Lists. Profile Lists are complimentary tables of data that key into your main lists and transaction screens, providing valuable information to them. Unlike your main lists, these lists also serve as forms for entering additional data.
For example, the Customer Types list allows you to set any number of customer types specific to your business. Once set up, you'll be able to quickly select the desired type on the New Customer screen.
Profile Lists are a bit different from other kinds of Lists in that
there are no separate fields for entering information. These Lists are
meant to be edited on-the-fly, with current records listed on the left-hand
side of the tab, and individual fields of the record on the right:
Just click a line item on the left-hand side of the tab to bring up that record's details in the fields on the right.
Your Profile Lists are frequently referenced on the various transaction
forms, often in more than one place. Mostly, these consist of drop-down
list boxes that allow you to select from the values in the referenced
profile list. For example, take a look at the Ship Method field from a
Sales Order form:
The values listed here are taken directly from the Shipping Methods profile list. If you were filling out this form and noticed that your desired shipping carrier isn't listed among the choices, a quick double-click of the <Add New> line item will immediately open the appropriate profile list so that you can remedy the situation.
There are currently 13 Profile Lists on the following topics:
Item Groups. These are special designations for the Items in your inventory. For example, if you wanted set up a separate group for services and other non-inventory Items (as opposed to products), you can freely do so.
Customer Types. Allows you to specify classifications of customer. Additionally, these Customer Types can be nested, so if you wanted multiple sub-classifications of your residential customers, for example, this is simple to execute.
Vendor Types. Similarly, you can also classify the Vendors who sell you product according to various types.
Units of Measure. Lets you add various units of measure, including appropriate abbreviations.
FOBs. Freight on Board.
Price Levels. This database allows you set specific rules regarding pricing, such as volume discounts, currency adjustments, and special markups.
Discounts. Lets you quickly set up discounts and promotions according to a set percentage.
Shipping Methods. Allows the easy specification of shipping methods and prices.
Payment Methods. Set up the various payment methods you accept.
Terms. A listing of the assorted payment terms used in your company.
Steps. A database of the steps used in the manufacture and assembly of finished product. These steps can then be utilized on new Work Orders.
Manufacturers. A listing of the manufacturers with whom you do business.
Currencies. A database of foreign currencies and their current exchange rates.
Each profile list has its own toolbar to help you execute certain tasks.