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Knowledge base
General
Getting Started
5
Installing Sync - Updating Regional Settings
Recommended Minimum Specifications for Sync
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
Sync ERP FAQs
Navigation & General
21
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 21
Admin
9
Add a Custom Field Value
Mark a custom field value as active or inactive
Reorder Custom Field Values
Edit a Custom Field Value
How to Search for Custom Fields
View all 9
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
11
Add a New Sub-Type within Sync Administration
Search for a Cost SubType within Sync Administration
Duplicate a Cost-Sub Type within Sync Administration
Set a Cost Sub-Type as Active or Inactive
Batch Update Sub-Type Costs from within Sync Administration
View all 11
Admin: Customers & Sub Customers
15
Create a New Customer in Sync Admin
How to 'Edit a Customer' within Sync Administration
Copy Address Fields for Customers & Vendors
Flag a Customer Account with Overdue or Credit Limit
Link a rep to a customer with default com or discount %
View all 15
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
21
Add a New Calendar in Sync Admin
Mark a Calendar as Active or Inactive
Add or view Closing Dates
Add a Colour within Sync Administration
Import Colours (Create new Colours in Bulk)
View all 21
Admin: Vendors
9
How to 'Add a new Vendor' within Sync Administration
Import Vendors (Create new vendors in Bulk)
How to 'Edit a Vendor'
How to 'Set a Vendor as Active’
How to 'Set a Vendor as Inactive’
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
Unassign Pick Tickets
Batch Cancel Sales Orders
View Warehouse Maps
View all 9
Products and Styles
52
How to ‘Create a New Style From within Product Costing’
How to 'Search for a Style' within Product Costing
How to 'Batch Update Job/Cost Sheet Status'
How to 'Add Product Images' to a Job
How to 'Duplicate a Job' from within Product Costing
View all 52
Product Costing
19
How to 'Delete an item' from within the Product Cost
How to 'Duplicate Costs' from an existing Product
How to 'Export Product Costs'
How to "Batch Edit Job Costings"
How to 'Edit Prices within the Job'
View all 19
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
How to ‘Add CMT Operations to a Job'
How to ‘Delete CMT Operations From a Job'
How to ‘Edit CMT Operations within a Job’
How to ‘View & Allocate CMT Operations within a Job’
How To Mark CMT Operations as Active or Inactive on a Job Product
Product Costing: Costsheet Templates
2
How to Flag a Cost Sheet as a Template
How to Use a Template for a New Costing
My Tasks & Job Steps(critical Path)
25
How to view Assigned Tasks
How to mark My Tasks as Complete
How to Preview Job Details of My Jobs/ Assigned Tasks
How to open the associated Job, SO, PPO, PO from My Tasks
How to Search My Tasks
View all 25
Products: Production Figures
2
How to 'Add Production Figures' to a Job
How to 'Edit Production Figures' within a Job
Purchase Orders & Bulk Jobs
16
How to Create a 'Purchase Order’
How to 'Create a Bulk Job'
How to ‘Create a Bulk Purchase Order’
How to ‘Edit a Purchase Order’
How to ‘Change the Purchase Order Status’
View all 16
Material Stock
24
How to 'Check Material Stock'
How to 'Set material stock as Reject’
How to 'Set Material Stock as Sale’
How to 'Split a Material Stock Item'
How to 'Update the Weight and Width of Stock Items'
View all 24
Material Stock: Receiving & Stock Return
17
Create an ASN
How to ‘Edit an ASN’ (Advanced Shipping Notice)
How to ‘Delete or Duplicate a Line on an ASN’ (Advanced Shipping Notice)
How to ‘Set the Stock Item Location on an ASN’ (Advanced Shipping Notice)
How to ‘Deliver an ASN’
View all 17
Material Stock: Put Away & Transfers
2
How to Create a Material Stock Warehouse Transfer
Despatching Warehouse Transfer Out
Material Stock: Picking, Despatch & Stock Sales
10
How to 'Create a Material Stock RTV'
How to Create a ‘Non Stock Invoice’ for a Material Stock Sale
How to Create a ‘Stock Sale’
How to Create a ‘Material Stock Pick’ for a Stock Sale
How to Create a ‘Material Stock Despatch’ for a Stock Sale
View all 10
Material Stock: Adjustments & Stock Take
10
How to 'Create a Stock Cost Adjustment'
How to 'Create a Stock Unit Adjustment'
View Material Stock Unit Adjustments
Raw Material Stock Takes - Prerequisites
Raw Material Stock Takes - Complete or Delete incomplete Pick Instructions
View all 10
Product Purchase Order
12
How to 'Create a Product Purchase Order'
How to ‘Change the Product Purchase Order Status’
How to ‘Edit a Product Purchase Order’
How to 'Batch Edit PPO Dates
How to 'Duplicate a Product Purchase Order'
View all 12
Product Stock
6
How to add/change a product's SKU number
How to ‘Search for a Product Stock Header’
How to Search and View Product Stock Headers
How to Search and View Product Stock Items
How to Identify Reject Stock Items
View all 6
Product Stock: Receiving & Inbound Shipments
7
How to 'GRV Product Stock into Multiple Locations'
How to ‘GRV by In-Ship’
How to ‘Change the Status of an Inbound Shipment’
How to ‘Create a New Inbound Shipment’
How to ‘GRV by PPO’
View all 7
Product Stock: Picking, Dispatch & RTV
19
How to Reserve Stock Using a Reserved Pick Ticket by Sales Order
How To Pick Product Stock by Sales Order
How to Reprint a Product Stock Picking Slip
How to Reduce Reserved Units
How to Create a Product Stock RTV
View all 19
Product Stock: Shipping
6
How to Create a Shipment
Editing a Shipment
Search for or view Shipments
Change the Shipment Status
How to Create a Shipment by Batch
View all 6
Product Stock: Invoices & Credit Notes
13
How to 'Create an Invoice'
How to 'Add Non Stock Items to an Invoice'
How to 'Approve an Invoice'
How to View Invoices
How to create a Batch Invoice
View all 13
Product Stock : Transfers
9
How to do a 'Product Stock Direct Transfer'
How to Create a Product Stock Warehouse Transfer
How to action the FG Warehouse Transfer In (by Receive All)
How to perform a Location Transfer
Creating a Warehouse Transfer from a Sales Order
View all 9
Product Stock: Adjustments & Stock Take
12
How to Create a FG Stock Take Draft by SKU
How to add SKU's to a FG Stock Take by SKU Draft
How to Manually add Units to a FG Stock Take Draft
How to Open Saved a FG Stock Take Draft
How to Complete a FG Stock Take Draft
View all 12
Sales Orders
37
How to 'Create a Sales Order’ from within Product Costing
How to 'Duplicate a Sales Order’
How to 'Edit Units on a Sales Order'
How to add a Non-Stock Item to a Sales Order
How to 'View a Sales Order’ from within Product Costing
View all 37
Sales Orders- Buffer Orders
1
How to Create a Buffer Order
Measurements & Quality Audits (QA)
5
How to ‘Add QA Specifications’ within Sync Administration
How to ‘Create QA Templates’ within Sync Administration
Detailed Overview of 'Measurement Points and Grading'
How to add ‘QA Templates’ to a Job/Style
How to Print the ‘Job Specification Measurements Report’ from within a Job
Production Planner (PPB)
4
Production Planner Vendor Configuration
Production Planner Task Configuration
Production Planner Job Configuration
How to ‘Launch the Production Planner (PPB)’
UPC's & X-References
3
How to Create an X-Reference
How to 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
How to View Style Details and Generate a Techpack Report
Sync Scanner FAQs
Sync Scanner: Settings
1
How to 'Navigate into Settings’ from within the Sync Scanner App
Sync Scanner: Materials
0
Sync Scanner: Product Stock
8
How to 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 Adjustment using the Android Scanner App
View all 8
Sync B2B FAQs
Sync B2B: Navigation & General
11
Sign In and Out of Sync B2B (Access Sync B2B)
Turn Dark Mode On or Off
Set Wholesale and Retail Price Visibility in Sync B2B
Navigate B2B Showroom
About Inventory in B2B (Immediate on Future)
View all 11
Sync B2B: Quotes & Orders
8
Create A Quote in B2B
Edit a Quote in B2B
How to Search for and View Quotes
How to Change the Quote Status
How to Search for and View Orders in "Orders" Screen
View all 8
Sync B2B: Admin for Customer Buyers
16
How to Create New Customer Buyers in Sync B2B
How to assign presentations to a customer buyer account in Sync B2B
How to Bulk assign Presentations to multiple customer buyers in Sync B2B
How to bulk import customer buyer accounts
How to bulk activate customer buyers accounts in Sync B2B
View all 16
Sync B2B: Admin (Products, Division Templates, Presentations)
16
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
Mark a Product as X Stock on B2B
View all 16
Sync Report FAQs
Reports
1
Sync 6 Compatibility Issue w/ New Outlook
Sync App FAQs
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
How to use the Sync Data Utility-Sales Order Importer
Create an SO Importer template file
Importing Sales Order Details Using the SO Importer Tool
Creating Sales Orders with the Sales Order Importer
Editing SO Importer Templates
Data Utility: Price Updater
5
How to 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
Update Sales Order pricing via SO Importer
Sync Studio: Bulk Image Uploader
1
Using Sync Studio Image Uploader
Sync Studio: X Refernces
2
How to use Sync Studio X Reference Tool to 'Import Barcodes'
How to Log in to Sync Studio
Sync Label Printer App
2
How to use the Sync Label Printer Application
How to Print Bin Labels using the Sync Label Printer Application
Pastel
1
How to use the Sync Pastel Integrator App
Sage 300
8
How to Integrate Inventory Control Adjustments - Sage 300 Integrator
How to Integrate Customers - Sage 300 Integrator
How to Integrate Vendors - Sage 300 Integrator
How to Integrate Warehouse Transfers - Sage 300 Integrator
How to Integrate Items - Sage 300 Integrator
View all 8
Integration
WMS
1
WMS Integration Guide
EAI
1
Sync EAI Developer Guide
Sync Administration
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
Internal - Integration
Next LP
0
Internal - Customers - SA
Lizzard
0
Snooze-U-Win
0
Tegwen
1
Hungry Lion SO Import Process
Help Desk Software
by Freshdesk
