Sync

Getting Started 5

• Installing Sync - Updating Regional Settings
• Recommended Minimum Specifications for Sync 7
• How to complete a Full Installation of Sync7
• How to install Sync 7
• How to install Sync 7 on your PC for the first time

Your account 0

Navigation & General 24

• Login or Logout of Sync
• Change or Reset Sync Password
• Navigate Sync Home/ Home Screen
• Find, View or Open Recent Items
• Search in Sync ERP

View all 24

Admin 11

• About Custom Fields
• Add a Custom Field Value
• Mark a custom field value as active or inactive
• Reorder Custom Field Values
• Edit a Custom Field Value

View all 11

Admin: B2B Customer Buyers 4

• View Pending Buyers
• Resend Pending Buyer Activation Email
• Approve or Reject a Pending Buyer
• Create New Customer from New Buyer

Admin: CMT Operations & Templates 14

• Add or Delete a CMT Module
• Add or Delete a CMT Sub Module
• Add or Delete CMT Operations from a Sub-Module
• Add or delete CMT Templates
• Add or Delete Operations from a CMT Template

View all 14

Admin: Cost Types & Cost Sub Types 12

• About Cost Types and Cost Sub Types
• Add a New Sub-Type within Sync Administration
• Import Cost Sub Type Data
• Duplicate a Cost-Sub Type within Sync Administration
• Search for a Cost SubType within Sync Administration

View all 12

Admin: Customers & Sub Customers 17

• About Customers & Sub Customers
• Create a New Customer in Sync Admin
• Add Customers in Bulk (Import Customers)
• Search for a Customer within Sync Administration
• Edit a Customer within Sync Admin

View all 17

Admin: Rep Codes 5

• About Default and Special Rep Codes
• Create a New Rep (Rep Code)
• Set Default Rep Commissions or Customer Discounts
• Create Special Reps
• View and Edit Sales Reps

Admin: Lookups 27

• Add a New Calendar in Sync Admin
• Mark a Calendar as Active or Inactive
• About Closing Dates
• Add or view Closing Dates
• About Colours

View all 27

Admin: Vendors 9

• About Vendors
• Add a new Vendor within Sync Administration
• Import Vendors (Create new vendors in Bulk)
• Edit a Vendor
• Set a Vendor as Active

View all 9

Admin: Logos 7

• Add a New Logo in Sync Admin
• Add a New Logo Type
• Mark a Logo Type as active or inactive
• Edit or Delete a Logo Type
• Add a Logo Location

View all 7

Tools 9

• Bulk Update Custom Field Values
• Assign Pick Tickets to Sync Scanner Users
• Unassign Pick Tickets
• Batch Cancel Sales Orders
• View Warehouse Maps

View all 9

Products and Styles 44

• Open Product Costing in Sync home
• Apply Filters within Product Costing
• Filter by Status' from Product Costing
• Search for a Style' within Product Costing
• Toggle ‘Compact Mode’ within Product Costing

View all 44

Product Costing 21

• View Product Cost Summary on a Product
• Edit or View Sales Budgeting on a Product (Margin, GP, Markup)
• Add an item within the Product Cost
• Duplicate Costs' from an existing Product
• Duplicate Product Cost from Another Job

View all 21

Product Costing: Costsheet Templates 3

• Flag a Cost Sheet as a Template
• Use a Template for a New Costing
• About Costsheet Templates

Product Catalogue 4

• How to 'View Job Detail’s' from within the Product Catelog
• How to Use the 'Product Catalogue' Tab
• How to 'Open a Job from within the Product Catelog'
• Batch Edit a Job/Style from within the Product Catelog

Product Costing: Calculators 8

• Cost Detail Calculator
• Fabric Ratings Calculator
• Fabric Unit Calculator
• Fabric Cost Calculator
• Selling Price Calculator

View all 8

Product Costing: CMT Operations/ Workstudy 5

• Add CMT Operations to a Job'
• Delete CMT Operations From a Job
• Edit CMT Operations within a Job
• View & Allocate CMT Operations within a Job
• Mark CMT Operations as Active or Inactive on a Job Product

My Tasks & Job Steps(critical Path) 24

• View Assigned Tasks
• View My Jobs
• Search My Tasks
• Mark My Tasks as Complete
• Preview Job Details of My Jobs/ Assigned Tasks

View all 24

Products: Production Figures 2

• Add Production Figures to a Job
• Edit Production Figures within a Job

Purchase Orders & Bulk Jobs 17

• Create a 'Purchase Order’
• Import Purchase Orders (Create new PO's in Bulk)
• Add a PO Line Item’
• Change the Purchase Order Status
• Generate the Purchase Order Report’

View all 17

Material Stock 22

• Check Material Stock
• Set material stock as Reject
• Set Material Stock as Sale
• Split a Material Stock Item
• Update the Weight and Width of Stock Items

View all 22

Material Stock: Receiving & Stock Return 18

• GRV Material Stock
• GRV Material Stock as Reject
• Generate the Materials Received Report
• Create a Material Stock Return
• Create an ASN

View all 18

Material Stock: Put Away & Transfers 4

• Stock Put Away
• Create a Material Stock Warehouse Transfer
• Despatching Warehouse Transfer Out
• Receive the Warehouse Transfer In

Material Stock: Picking, Despatch 8

• Create a Material Stock Picking Requisition
• Despatch a Pick Ticket
• View Material Stock Picked to a Job/ PPO
• Generate the Despatch Note Report
• View Cumulative Totals for Picked Stock

View all 8

Material Stock: Adjustments & Stock Take 15

• Create a Stock Unit Adjustment
• View Material Stock Unit Adjustments
• Create a Stock Cost Adjustment
• Create a Stock Take Period
• Create a Full Stock Take

View all 15

Material Stock: Stock Sales 5

• Create a ‘Stock Sale’
• Create a ‘Material Stock Pick’ for a Stock Sale
• Create a ‘Material Stock Despatch’ for a Stock Sale
• Create a ‘Non Stock Invoice’ for a Material Stock Sale
• Credit a Material Stock Sale

Product Purchase Order 14

• Create a Product Purchase Order
• Duplicate a Product Purchase Order
• Import Product Purchase Orders
• Add a PPO Line Item’
• Search for a Product Purchase Order

View all 14

Product Stock 6

• Add/change a product's SKU number
• Search for a Product Stock Header
• Search and View Product Stock Headers
• Search and View Product Stock Items
• View Stock Item Locations and Movements

View all 6

Product Stock: Receiving & Inbound Shipments 8

• GRV by PPO
• Change the Status of an Inbound Shipment’
• Create a New Inbound Shipment
• GRV by In-Ship
• GRV Product Stock into Multiple Locations

View all 8

Product Stock: Picking, Dispatch & RTV 19

• Create a Picking Requisition from within a Sales Order
• Create a Picking Requisition by Sales Order
• Create a Requisition for Multiple Sales Orders
• Create a Requisition by Job
• Reprint a Product Stock Picking Slip

View all 19

Product Stock: Shipping 6

• Create a Shipment
• Editing a Shipment
• Search for or view Shipments
• Change the Shipment Status
• Create a Shipment by Batch

View all 6

Product Stock: Invoices & Credit Notes 12

• Create an Invoice
• Create a Batch Invoice
• Add Non Stock Items to an Invoice
• Approve an Invoice'
• Create a Credit Note (return authorisation)

View all 12

Product Stock : Transfers 7

• Product Stock Direct Transfer
• Create a Batch Direct Transfer
• Perform a Location Transfer
• Create a Product Stock Warehouse Transfer
• Actioning Warehouse Transfer In

View all 7

Product Stock: Adjustments & Stock Take 12

• Create a Stock Take Draft
• Create a FG Stock Take Draft by SKU
• Add SKU's to a FG Stock Take by SKU Draft
• Manually add Units to a FG Stock Take Draft
• Open Saved FG Stock Take Draft

View all 12

Sales Orders 36

• View a Sales Order from within Product Costing
• View Sales Order Status
• Search for a Sales Order from Navigation
• Open a Sales Order from Navigation
• Search for a Sales Order

View all 36

Sales Orders- Buffer Orders 3

• Create a Buffer Order
• Create a Negative Buffer Order
• About Buffer Orders

Measurements & Quality Audits (QA) 5

• Add QA Specifications within Sync Administration
• Create QA Templates’ within Sync Administration
• Detailed Overview of 'Measurement Points and Grading'
• Add ‘QA Templates’ to a Job/Style
• Print the ‘Job Specification Measurements Report’ from within a Job

Production Planner (PPB) 9

• Production Planner Vendor Configuration
• Production Planner Task Configuration
• Production Planner Job Configuration
• Launch the Production Planner (PPB)
• Select Dates to View on the Production Planner

View all 9

UPC's & X-References 3

• Create an X-Reference
• Edit X-References
• Multi-Item vs Single Item X-References

Analytics & Reports 0

Permissions 3

• Permission: Access Cost Summary
• Permission: Access Job Products
• Permission: Access Job QA

Techpack 1

• View Style Details and Generate a Techpack Report

Sync Scanner: Settings 1

• Navigate into Settings from within the Sync Scanner App

Sync Scanner: Materials 0

Sync Scanner: Product Stock 10

• GRV Finished Goods using the Android Scanner App
• ‘Picking’ Finished Goods using the Android Scanner App
• ‘Batch Picking’ Finished Goods using the Android Scanner App
• How to create a Shipment ‘Out’ using the Android Scanner App (Scan and Pack)
• How to Create a ‘Product Stock Warehouse Transfer Out’ from the Scanner App

View all 10

Sync B2B: Navigation & General 10

• Sign In and Out of Sync B2B (Access Sync B2B)
• Set Wholesale and Retail Price Visibility in Sync B2B
• Navigate B2B Showroom
• Turn Dark Mode On or Off
• Search for Products in B2B Showroom

View all 10

Sync B2B: Quotes & Orders 9

• Create A Quote in B2B
• Choose from Available Future Dates when Creating B2B Quote
• Edit a Quote in B2B
• Approve a Customers Buyers Quote in Sync B2B
• Search for and View Quotes in B2B

View all 9

Sync B2B: Admin for Customer Buyers 15

• Create New Customer Buyer in Sync B2B
• Customer Buyer create own account from Sync B2B landing page
• Bulk import customer buyer accounts
• View approved or pending Customer Buyers in Sync B2B
• Approve pending buyer requests in Sync B2B

View all 15

Sync B2B: Admin (Products, Division Templates, Presentations) 17

• About B2B Design Elements for Division Templates & Presentations (Toolbox)
• Make Products Available for B2B (flag as mobile / published)
• Remove Products from B2B (remove from mobile sales / Internal)
• Mark a Product as Limit Qty on B2B
• Mark a Product as Oversold on B2B

View all 17

Sync Apps 2

• How to use the Scale Integration App for Raw Materials
• How to use the Sync Barcode Updater Application

Data Utility: SO Importer 5

• Sync Data Utility-Sales Order Importer
• Importing Sales Order Details Using the SO Importer Tool
• Create an SO Importer template file
• Editing SO Importer Templates
• Update Sales Order pricing via SO Importer

Data Utility: Price Updater 4

• Update prices using the Data Utility-Price Updater
• Load and Export Sync Data (Data Utility)
• Import Job Product Price Update (Data Utility)
• Update Job Product Data via Data Utility

Sync Studio: Bulk Image Uploader & X refence tool 3

• Using Sync Studio Image Uploader
• Use Sync Studio X Reference Tool to 'Import Barcodes'
• Log in to Sync Studio

Sync Label Printer App 2

• Sync Label Printer Application
• Print Bin Labels using the Sync Label Printer Application

Pastel 1

• How to use the Sync Pastel Integrator App

Sage 300 8

• Integrate Inventory Control Adjustments - Sage 300 Integrator
• Integrate Customers - Sage 300 Integrator
• Integrate Vendors - Sage 300 Integrator
• Integrate Warehouse Transfers - Sage 300 Integrator
• Integrate Items - Sage 300 Integrator

View all 8

WMS 1

• WMS Integration Guide

EAI 1

• Sync EAI Developer Guide

CMT Operations & Templates 0

Admin 3

• How to 'Create a Size Template’ within Sync Administration
• How to Add a Custom Field/ Custom Field Category
• How to 'Add New Terms' in Sync Admin

Custom Solutions\Automations 39

• Add freight lines to Sales order with unit & cost logic
• Add rep com to all sales reps for new categories
• Auto check materials after GRV
• Auto Despatch materials once picked/ RTV'd
• Auto Invoice

View all 39

Next LP 0

Lizzard 0

Snooze-U-Win 0

Duca Glabal 1

• _Company Information - Duca Global (WIP)

Resource International 1

• Automation - PPO Commission (%) Custom Field