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Inventory

• Inventory Master Keyword Search
• Calculate and Update the ABC Code
• Assign Serial Numbers by Scanning at Job Close
• Create Inventory Items During Sales Order Entry
• Multimedia in the Inventory Master
• Flexible Cost Details on the Inventory Activity Query
• Auto Assign Inventory Numbers
• Using Reason Codes for Inventory Adjustments
• How to Save a Range in the Inventory Activity Query
• The Direct Expense Cost Method – Track Quantities not Costs
• Minimums and Multiples for Selling Unit of Measure
• Where is an Inventory Item Used?
• Add New Inventory Items “On the fly” During PO Entry
• Dynamic Serial/Lot Numbers Using Tokens
• Did Someone Mention Stocking Units?
• Report Spotlight – The Aged Inventory Report
• Report Spotlight – The Inventory Valuation Report
• Group the Item Master from a Sales Viewpoint with the Sales Catalog
• Going Mobile with Inventory Queries
• Stay on Top of Item Audits with Appointments
• Report Spotlight – Inventory Distribution History Listing
• Report Spotlight: The MRP Action Report
• What’s Driving Suggestions to Expedite?
• Export the Inventory Activity Query to Support Targeted Analysis
• IOS 101 – The Benefits and Uses of the Non Stocking Inventory Item
• Simplify Item and BOM Maintenance by Using a Vendor Item Cross Reference
• Unfilled Material Requests – The Waiting for Inventory Workbench
• Close a Sales Order Kit to Inventory

Planning and Production

• IOS 101 – Material Planning and Suggested Orders
• The BOM Query – The “Where Used’ for Items and Phantoms
• Track Time and Materials to an Order Job
• Control Resource Assignment on Process Plans
• Manage Phase In/Out of Materials using BOM Effectivity Dates
• How to Re-Open a Closed or Cancelled Job
• How to Reassign Material to a Different Sequence
• Convert a Job to Requisition to Buy
• Allocate Overhead by Material Costs
• Convert Suggested Requisitions to Purchase Orders
• Add Notes to Labor Transactions
• Capture Reject Costs Mid Stream
• How to Flag Suggested Requisitions As Reviewed
• Visibility to Cancelled Job Costs on the Scrap Report
• Assigning Serial Numbers to Reworked Items
• Recording Time via Time Sheets
• Report Spotlight – The Job Status Report
• Report Spotlight – The Production Activity Report
• Report Spotlight – Labor Efficiency Report
• Prorating Shop Floor Time to Multiple Jobs
• The INDUSTRIOS Company Calendar and MRP Action Dates
• Alert Production to Changes in Linked Sales Orders
• Job Hold Reason Codes
• Save Time Closing Jobs with Saved Parameter Sets in Shop Floor Tracking
• Flexibility When Creating Jobs from Sales Orders
• Get Precise with Your Direct Labor Charges.
• Simplify Collection of Production Downtime
• Manage Production and Order Quantities Separately
• Voiding and Correcting Labor Transactions
• See the Full Picture when Manually Creating Subassembly Jobs
• Report Spotlight – The Work In Process (WIP) Financial Report
• Report Spotlight – Production Order Brief List
• Revalue Work in Process on Your Terms
• Be a Production Switch Hitter – Create a Purchase BOM from a Process Plan
• Answer Your Job Tracking Questions with the Enhanced Tracker Grid
• The Ins and Outs of Direct Purchase and Subcontract (DP/SC) Transactions
• IOS 101: Understanding the Impact of Lot Sizes
• Make Rework Visible and Then Tackle It
• Let Formulas Lend a Helping Hand
• Material Planning 101 – Expedite Days and the MRP Calculation
• Make Rework Visible and Then Tackle It
• How to Reassign Material to a Different Sequence
• Assign Serial Numbers by Scanning at Job Close
• The INDUSTRIOS Company Calendar and MRP Action Dates

Procure to Pay

• Receipts without Purchase orders
• Report Spotlight – Vendor Item Master Listing
• Quick Filters on the Receiving Query
• Track Changes to Vendor Promise Dates with the Promise Date Log
• Import a Vendor Price List
• How to Record In Transit Receipts
• How to Record a Vendor Deposit
• How to Use an Alternate Payment Vendor
• Get Out in Front of Vendor Lead Times
• Assign RMA Items to an External Resource
• Attach Receiving Documents to PO Receipts
• Adding Requisitions to Existing Purchase Orders
• Boost Purchasing Power with Blanket Orders
• Contract Purchasing – Part 1
• Contract Purchasing Part 2
• Identify the Internal Buyer on Purchases
• Set up and Track Recurring Vouchers
• Tying Up Loose Ends with Purchase Order Workflow
• Track Manual Workflow Changes with Activities
• Uncover Trends in Purchase Prices
• How are Your Vendors Performing?
• Email the PO Listing to Multiple Vendor Contacts
• Get Classy with Your Vendors
• Mandatory Fields on Purchase Orders and Sales Orders
• Quickly Focus on Open PO and SO Lines on the Inventory Activity Query
• Stay Current by Importing Vendor Promise Dock Dates
• Mix and Match – Consolidate Multiple Vendor Receipts onto a Single Voucher
• Keep Vendors in the Loop with Email Distribution
• Solve Missing Voucher Line Mysteries with Accrued Receipts
• The INDUSTRIOS Purchase Price Analysis Feature Helps Keep an Eye on Costs
• Rate Your Vendors on Timing and Quality with the Vendor Inspection Report
• Quick Filters on the Receiving Query
• Attach Standard Terms and Conditions to Outbound Emails
• Enlist the Sales Order Log to Track Changes to Sales Orders
• Manage Prospects and Customers Separately Using Account Types
• Limit Sale of Specific Items to an Approved List of Customers
• Use Customer Notes to Keep Account News Front and Center
• Use Sales Order Workflow to Quick Ship Items
• Automate Selection of Shipping Labels
• The Activity Log
• How to Consolidate a Bill of Lading
• Integrate an Approval into Your Workflow

Order to Cash

• Create Sales Order Kit at Quote Win Stage
• View Changes to a Customer’s Credit Limit
• Invoice Billable Only Lines – No Shipment? No Problem!
• How to Create a Price Book
• Import a Price Book
• Automate Selection of Shipping Labels
• Take Control of Shipment Sources
• Additional Dates for Sales Orders and Quotes
• How to Consolidate a Bill of Lading
• The Invoice Payment Customer
• Track Reasons for Debit Memos
• Tracking Salespeople on Sales Order Lines
• Drop Shipments for Everyone!
• Automatically Schedule Collection Calls
• Use Base and Mask to add Smarts to Default Revenue Account
• Add Replacement Items to Sales Orders Directly from the Bill of Materials
• Keep Your Team in the Loop with Workflow Notifications
• Integrate an Approval into Your Workflow
• Clear Invoice Numbers with Invoice Update Utility
• Creating and Copying Customer Service Tickets
• Add a Little Color to Customer Status
• Avoid Part Number Confusion and Use the Customer Item Cross Reference
• Let INDUSTRIOS do the Heavy Lifting in Planning Shipments
• Create Ship To Addresses Directly from the Sales Order Workbench
• Knowledge Transfer via Sales Order Notes
• Utility U: The Customer Mass Update Utility
• Report Spotlight – Customer Delivery Performance Report
• INDUSTRIOS Manufacturing CRM – Combining Customer Management with Operations Visibility
• Reassign Customer Deposits using Pre-Invoices
• New Certificate of Origin Requirements under CUSMA/USMCA/T-MEC Agreement
• Add a New Ship To On the Fly During Sales Order Entry
• Stay on Top of Receivables with the INDUSTRIOS Customer Collections Module

Sys Admin and Navigation

• The INDUSTRIOS Action Center
• Export Employee Data to Excel
• Expanded Linking of Appointments, Documents and Activities
• Control Viewing of Documents with the Document Type
• Spring Clean Your User Inbox
• How to Create a Diagram Dashboard  
• User Parameter Sets on Wizards
• How to Create and Manage My Favorites
• How to Test Email Settings for IOS Users
• How to add a User Title and Signature to Custom Reports
• The Activity Log
• Who’s Who on Your Internal Team?
• Saving Time with Shortcuts in INDUSTRIOS
• Opening and Closing Periods in INDUSTRIOS
• Leverage Standard Text
• Write Back to User Tables
• Capture Rounding Issues with Financial Integration Partners
• System Admin Toolkit – Clearing Actioned Jobs
• Resending Emails in INDUSTRIOS
• Leverage the Application Server to Schedule Recurring Events
• Switch Things Up with INDUSTRIOS Themes
• Staying Productive When Working Remotely
• Take it Outside – Extend Analysis by Exporting Reports to Excel
• Balance Performance and Access with the Archive Product Group
• Safety and Savings are Always a Winning Combination
• Spring Clean Your User Inbox

PlantGauge and Dashboards

• Broadcast Important Safety Information Using PlantGauge Dashboards
• Keep an Eye on Shipment Values with a ‘Shipped Today’ Dashboard
• Boost Signals with a Color Coded Appointment Dashboard
• PlantGauge Dashboards Keep Key Measures Front and Center