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Results for “create” — 20 results

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FAQ: Creating Bills

Quick answers to common questions about bill creation and entry.

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Choosing which records send notifications

Narrow down your rule to apply to specific document types, items, or inventory locations.

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Setting up branches

Create separate business locations with their own inventory and accounting records.

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FAQ: Custom Roles

Common questions about creating and managing roles tailored to your team.

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Creating notification rules (create, update, delete, low stock)

Set up automatic notifications when records are created, changed, deleted, or inventory falls below a threshold.

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Billing services from a case

Record and charge medical services provided to a patient as part of their case treatment.

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Migrating from another system: the full checklist

Step-by-step verification list to ensure a clean, complete data migration to Usystems.

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FAQ: Troubleshooting Purchase Orders

Quick answers to common questions about purchase order problems and solutions.

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Step 6 — Creating the admin user and default roles

Set up your first full-access admin account and assign permission groups to your team.

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Managing your personal notification preferences

Create and control rules for system events to receive notifications on your preferred channels.

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Completely refunding a bill

Return all goods from a bill and cancel the vendor invoice entirely.

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Refunding a bill (partial refund)

Return goods to your vendor and record a partial credit back to your account.

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FAQ: Managing Sales Orders

Answers to common questions about editing, changing, and maintaining sales orders.

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Make-to-order: producing against a customer order

Create a production build linked to a customer's sales order to produce exactly what they need.

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FAQ: Cash Purchase Basics

Quick answers to common questions about cash purchases.

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How purchases and bills create receives automatically

Understand how purchase orders and bills automatically generate inventory receipts.

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FAQ: Creating Purchase Orders

Quick answers to common questions about creating purchase orders.

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FAQ: Troubleshooting Invoices

Quick answers to common invoice questions and problems.

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Creating a custom role (group)

Build a role tailored to your business by mixing and matching specific permissions.

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FAQ: Choosing the Right Document

Quick answers to common questions about invoices, receipts, and orders.