AvSight Inventory Management—Creating and Receiving Lots and Consignments This article will cover the basics of creating parts purchased as a lot or consignment in the AvSight system. Prerequisites: Creating Condition CodesWhat Are Owner Codes?ReceivingWorking with POs Information needed to complete the steps: Required: Optional: Part Number Condition Code Warehouse Owner […]
Setting Up Automated Account Approvals
AvSight Administration—Setting up Account Approvals Topics covered in this article include: Setting up automated account approvalsSetting up manual account approvals Account Approvals provides a way to streamline the workflow for accounts by setting an approval for transaction types and adding an expiration date for the approval. This article will help […]
Automated Invoice Emailing
AvSight Financial— Automated Invoice Emailing Topics covered in this article:Sending automated invoices from an individual email accountSending automated invoices from a group email account Managing invoices This article will outline the steps necessary to set up Auto Invoicing of customers. If further assistance is need please contact support@avsight.net. System Setup […]
Modifying Work Order Template Categories
AvSight Customization—Modifying Work Order Template Categories AvSight provides the ability to create re-usable templates that aid in the creating of Work Orders. AvSight includes a default set of often used template categories, but these may not suit the needs of all companies. This article will cover the basics of adding […]
Part Research
AvSight Inventory Management—Part Research This section will cover the basics of creating new parts in the AvSight system. Prerequisites: This article will require information created during all of the articles in the Administration, Contact Management and Inventory Management sections. Please make sure you have completed those steps before following the […]
Creating Repair Types
This article will cover the basics of creating Repair Line Type Codes in the AvSight system. Prerequisites: None Information needed to complete the steps: Required: Optional: Repair Type Code Description When creating Repair Orders, it is helpful for reporting purposes to provide a Repair Line Type in order to specify […]
Adding Additional Options to Picklists
AvSight Customization—Adding Additional Options to Picklists Many of the screens in AvSight contain dropdown lists or picklists containing a series of choices available for that field. While these choices include those that are most used in the industry, they may not suit all of the needs of a particular company. […]
Repair Management
AvSight Operations—Repair Management Repair Management is the process of managing your customer’s parts through repair. Repair Orders (ROs) allow you to manage the parts while being serviced by a vendor and record costs as applicable. The repair process involves a multi-step process that will ensure that a customer’s part will […]
Working with Repair Orders Part 2—Splitting Lines
AvSight Operations—Working with Repair Orders Part 2—Splitting Lines This article will cover the basics of splitting line items on an existing Repair Order in the AvSight system. Prerequisites: None Information needed to complete the steps:An existing Repair Order with at least some line items already shipped Repair Orders (ROs) allow […]
Working with Reports
AvSight Helpful Tools—Working with Reports This article will cover the basics of creating and editing reports in the AvSight system. In addition to this article, we strongly recommend reviewing the Salesforce Help articles and Trailhead modules as reporting is a very powerful tool. Help can be found within the Reports […]