Hello, this is John Grande, coming to you once again from DimeSoft Business Solutions, and I'm the guy who absolutely loves to talk about Acumatica ERP. Today, we're going to be talking about the form headers inside of Acumatica, how simple they are to use and naturally, the benefits. So let's go ahead and jump into the cloud and take a look here.
So here we are in a sales order, which is a type of form, but the headers here can also apply if you're in purchase orders, et cetera, other kind of forms. So if we go ahead in the header, you'll notice that there's a notes, in menus. So if I click on notes, and notice that, the icon there is blank. But if I click on it, and I type in “this customer has some very unique needs,” this will be a note that is going to be attached to this particular record. I'll click okay, and you'll notice that now, what was empty, that icon is now filled. And that lets us know that there are notes pertaining to this order. If I click on it, there they are, the ones I just typed.
And next down the line ... Well, let's go ahead and fill in the required fields so I can save this. If I go to activities, this is where I can schedule tasks, or any other kind of activity, or even meetings or appointments. So I'll add an activity, and I'll say follow up, and we'll make it a phone call. I'll make it for next week, after I know delivery has taken place. And I'll make a little note down here, make sure customer is happy with the order. Now, when I save this, I'll save and close it. Now you'll see that it's appeared in my lists of tasks and activities, but if I actually go to my tasks, it's going to show up there as well.
And finally ... Oh, before I jump ahead ... Notice, now there's a one next to activities, which means that there is one activity scheduled that is attached to this sales order ... Now if I go to files, this is where I can attach, actually, a digital file of any kind. So for example, there's two ways to do it. I can do it the old fashioned way, by hitting browse and going into the hard drive of my computer. I'll choose a purchase order, and in this case it's an Excel sheet, and I'll upload this. And by the way, this could be any kind, not
just an Excel. It could be a PDF file, it could be a video file, it really doesn't matter. And you'll notice now that it's here, right here in files. If I was to close it, you'll see there's a one there.
If I want to attach another file, another way I can do it is I can just open up a folder here on my desktop. I can take an item, drag it over, and you'll see that it's actually uploading. And even though this is a web based system, it works just like a desktop application. Close it, you'll see that I have two files here. If I open, there the two of them are. If I wanted to hide my header, very simple. Just click on that arrow, and you'll see it gives me a lot more room to work here at the bottom.
So that's everything I wanted to show you pertaining to the header, or at least the form header, today. If you should have any additional questions, would like to participate in one of our public demos, or want to talk about Acumatica in general, please feel free to give me a call at 951-928-1990. And I'm at extension 212. Or if you prefer, feel free to email me directly at firstname.lastname@example.org.
Thank you very much everyone, I appreciate you taking the time to take a look at this video, and we'll be looking forward to creating the next one in about another week or so.