Index
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X Y Z
A
Activating
business affiliate types
custom pages
license numbers
roles
users
Adding
license numbers
a new item master group
roles
shipment items to a shipment
warehouses
adjustments
adding billing line manager criteria
billing line managers
billing lines
bin transfers
business affiliate billing policies
business affiliate contacts
charge types
company information for your company
custom fields
cycle counts
inventory manager criteria
inventory managers
item masters
locations
business affiliates
parcel post policies
pick policies
storage documents
users
purchase orders
sales orders
express shipment
blind receipts
Adjusting
adjusting inventory
adjusting inventory with a mobile device
controlling adjustments by location
definition of
definition of adjusting from zero
Agent
as part of permissions
assigning to a user
combined with roles
definition of
Assigning a license number
to a receipt item
to an inventory item
B
Billing line manager criteria
adding
definition of
deleting
editing
field descriptions for
Billing line managers
creating
creating an invoice from
definition of
deleting
editing
exporting
field descriptions for
viewing billing lines in
adding billing lines
business affiliate billing policies
cancelling billing information
computing billing lines
deleting billing lines
editing billing information
finalizing billing information
Blind receipt
receiving
receiving on a mobile device
Browser
make SmartTurn a favorite link in your browser
set up your browser for SmartTurn
supported web browsers
Business affiliate contacts
managing
activating
adding
assigning an agent
billing policies
deactivating
definition of
editing
field descriptions for
importing
managing addresses
managing contacts
updating through an import
C
Cancelling
billing lines
purchase orders
receipts
sales orders
shipments
Closing
cycle counts
purchase orders
sales orders
Company
field descriptions for
maintaining your company information
setting your company default information
Copying
kit orders
kit specifications
purchase orders
roles
sales orders
Core fields
altering column order
changing the display name for a core field
definition of
making core fields editable on specific pages
removing core fields from a page
Custom fields
business process - which to select?
creating new custom fields
data types comparison
deciding which pages to put a custom field on
definition of
editing a custom field
example of how to create a custom field
making custom fields required
overriding the display name of a field
Custom pages
activating custom pages
adding a field to a detail page
adding a field to a list view
changing column order on a page
deactivating custom pages
definition of
exporting customized pages
overriding the display name of a field
reverting custom pages
viewing all customized pages
Cycle counts
closing
creating inventory managers for
definition of
field descriptions for
on a mobile device
performing
viewing
D
Dashboard
changing a user's permissions for
changing appearance of
gadgets on
Deactivating
business affiliates
custom pages
item master units of measure
license numbers
roles
users
Dispatching
purchase orders
sales orders
E
Editing
purchase orders
roles
inventory items
license numbers
users
warehouse details
sales orders
item master groups
billing information
billing line manager criteria
billing line managers
business affiliate billing policies
business affiliate records
charge types
units of measure
company information
custom fields
kits
inventory manager criteria
inventory managers
item masters
kit orders
locations
parcel post policies
pick policies
receipts
saved shipments
shipment item details
your dashboard
Expected receipts
editing
on a mobile device
saving
viewing
Exporting data
adjustment items
billing lines
bin transfer items
cycle count items
cycle counts
exporting an inventory list
item masters
kit by-product items
kit component items
kit items
kit orders
kits
purchase order items
purchase orders
receipt items
receipts
sales order items
sales orders
shipment items
shipment void items
shipments
storage documents
storage items
tips for successful exports
to QuickBooks
using Web Services
Express shipment
creating
creating on a mobile device
definition of
F
Filtering
filtering a list
filtering a lookup list
in billing line manager criteria
in inventory manager criteria
G
Gadgets
changing a user's permissions for
changing appearance of
descriptions of
H
Hold
putting a license number on hold
putting an item master on hold
I
Importing data
business affiliates
importing license numbers
item masters
locations
purchase order items
receipt items
sales order items
shipment items
Integrating
using SmartTurn with a mobile device
using SmartTurn with Microsoft Excel (exports)
using SmartTurn with Microsoft Excel (imports)
using SmartTurn with QuickBooks
using SmartTurn with Web Services
with ShipRush
Inventory managers
and cycle counts
and pick policies
and storage documents
creating
definition of
deleting
editing
field descriptions for
viewing inventory in inventory managers
Inventory manager criteria
creating
definition of
deleting
editing
field descriptions for
Inventory Reports
exporting reports to Excel
view inventory by item number
viewing inventory available to promise
viewing inventory by license number
viewing inventory by serial number
viewing inventory distribution by item
viewing inventory distribution by item master group
viewing inventory distribution by license number
viewing inventory distribution by location
viewing inventory distribution by owner
viewing inventory distribution by vendor
viewing inventory in inventory managers
viewing inventory in stock
viewing inventory reports
viewing inventory stockout
viewing inventory without license numbers
adjusting
assigning a license number to an inventory item
definition of
editing an inventory item
expiration date for inventory items
field descriptions for
how stockout status is determined
management of
removing a license number from an inventory item
viewing across all warehouses
viewing inventory with storage documents
Invoice
using a billing line manager to create an invoice
Item master groups
creating
editing
Item masters
adding
and preferred vendors
and purchase order cost
and reorder points
and sales order price
and units of measure
and warehouses
compared to inventory items
deactivating units of measure
definition of
editing
exporting
field descriptions for
importing
K
Kitting management
copying kit orders
kit policies
kit specifications
kits
overview of kitting management
L
License numbers
activating
adding
assigning a license number to an inventory item
assigning a license number to receipt items
changing the license number assignment
deactivating a license number
definition of
editing license number details
field descriptions for
importing license numbers
putting a license number on hold
removing a license number from an inventory item
removing a license number from receipt items
transferring by license number on a mobile device
updating through an import
viewing a license number record
viewing inventory by license number
viewing inventory without license numbers
Locations
adding
field descriptions for
importing
viewing current usage of
Lot-controlled
definition of
setting an item master to be lot-controlled
M
Managing
billing line manager criteria
billing line managers
business affiliates
charge types
company information
custom fields
custom pages
inventory manager criteria
inventory managers
item master groups
item masters
kit specifications
kitting policies
locations
parcel post policies
pick policies
roles
users
warehouses
Mobile device
adjusting inventory
bin transfers
bin transfers by license number
creating blind receipts
cycle counting
express shipments
inventory reports
receiving expected receipts
receiving purchase orders
shipping pending shipments
shipping sales orders
splitting receipt items
supported devices
O
Ordering
kit orders
purchase orders
sales orders
P
Parcel post policies
adding
applying parcel post policies
deleting
editing
Parcel posting a shipment
definition of
field descriptions for
parcel posting (manually or with ShipRush)
Picking
adding pick policies
applying preferred pick policies
changing a pick policy on a kit order
changing a pick policy on a sales order
changing the default pick order
creating inventory managers for
definition of, pick plan
definition of, picking
deleting pick policies
editing pick policies
pickable location
Profile
changing your user profile
Purchase orders
adding
cancelling
copying
dispatching
editing
exporting purchase order items
exporting purchase orders
field descriptions for
importing purchase order items
receiving
receiving on a mobile device
viewing
Putaway location
default putaway location
definition of
in relation to capacity checking
putaway to same location
splitting items for multple putaway locations
Q
QuickBooks
setting up
synchronizing data between SmartTurn and QuickBooks
using SmartTurn with QuickBooks
R
Receiving
blind receipts
cancelling receipts
editing receipts
exporting receipt items
exporting receipts
field descriptions for
items with license numbers
purchase orders
receipt items
receiving a purchase order
receiving a purchase order on a mobile device
receiving expected receipts on a mobile device
saving receipts
serial-controlled items
viewing
Removing a license number
from inventory items
from receipt items
Reorder point
definition of
setting reorder point for an item
viewing inventory stockout
Reporting
changing which metrics are on your dashboard
inventory reports
Roles
adding
adding new SmartTurn features to existing roles
concepts for understanding
customizing default roles
default roles configured by SmartTurn
editing roles
importance of role names and descriptions
maintaining
relative to permissions
steps for setting up
strategies for setting up
S
Sales orders
adding
closing
copying
dispatching
editing
exporting sales order items
exporting sales orders
field descriptions for
sales order items
shipping
shipping on a mobile device
viewing
Serial-controlled
definition of
serial-controlled items on receipts
setting an item master to be serial-controlled
Shipping
cancelling a shipment
deleting a shipment item
editing saved shipments
editing shipment item details
exporting shipment items
exporting shipments
field descriptions for
parcel posting a shipment
saved shipments
saving a shipment
shipment item details
shipment items
shipment items to a shipment
shipping a sales order
shipping a sales order on a mobile device
shipping outside of a sales order
shipping outside of a sales order on a mobile device
shipping pending shipments on a mobile device
splitting a shipment item
viewing shipments
voiding a shipment
voiding a shipment item
ShipRush
parcel posting a shipment with ShipRush
Sorting
in billing line manager criteria
in inventory manager criteria
sorting a list
sorting a lookup list
Splitting
and units of measure
definition of
receipt items
serial-controlled items on receipts
shipment items
Storage documents
creating
definition of
exporting
field descriptions for
viewing
Synchronizing
synchronizing data between SmartTurn and QuickBooks
T
Third Party
parcel post policies
parcel posting a shipment with a third party application
using SmartTurn with Microsoft Excel (exports)
using SmartTurn with Microsoft Excel (imports)
using SmartTurn with QuickBooks
using SmartTurn with Web Services
Transferring
by license number on a mobile device
definition of
on a mobile device
procedure for
U
Units of measure (UoM)
adding
and splits
deactivating
definition of
editing
setting units of measure in the item master
shipping with units other than the default unit
unit used for capacity checking
unit used for shipping/fulfillment
User profile
changing your user profile
Users
activating
adding
assigning an agent to
assigning roles to
assigning warehouses to
deactivating
editing
field descriptions for
maintaining
managing access for
V
Voiding
definition of
shipment items
shipments
W
Warehouses
adding
assigning a warehouse to a user
editing
in relation to item masters
information for each item master
managing
viewing
viewing inventory in all-warehouse view
viewing the correct warehouse data
Web browser
make SmartTurn a favorite link in your browser
set up your browser for SmartTurn
supported web browsers