Working with RMAs

AvSight Sales Process—Working with RMAs Topics covered:Creating an RMAParts returned for creditParts returned for repairParts returned for replacement Prerequisites: Creating Sales Orders Working with Outbound Shipments Receiving Information needed to complete the steps:Sales Order number At times customers may need to return an item previously purchased, either for exchange, repair […]

Uploading Inventory

AvSight Operations—Upload Inventory This article will cover the basics of uploading inventory into the AvSight system using the built-in import feature. This is the preferred method over Data Import Wizard and DataLoaoder.io unless your import is over 1000 lines. If over 1000 lines, you must split up the imports for […]

Working With Purchase Orders

AvSight Inventory ManagementWorking with Purchase Orders Topics Covered Creating a POCreating a Drop-ship POCompleting the PO ProcessAdding a Line ItemCreating a PO from an RFQ.Mass Updating a POPaying a PORelated Articles: Information needed to complete the steps:Required:​VendorCondition CodePart NumberType of PurchaseNot Necessary to complete the PO, but will be needed […]

Working With Outbound Shipments

AvSight Operations—Outbound Shipping Process This article will cover the basics of processing outbound shipments in the AvSight system. Prerequisites: Creating Sales Orders OR Creating Repair Orders After a Sales Order or Repair Order has been created and approved, a release is created to authorize the warehouse to pull and ship […]

Creating Sales Orders

AvSight SalesCreating Sales OrdersThis article will cover the basics of creating Sales Orders Prerequisites: NoneRequired:​CustomerCondition CodePart NumberQuantityUnit PriceAccount TermsInventory​In this article we will cover the process of creating and processing a Sales Order. The sales order process is integrated with many of the other parts of AvSight and will require information […]

Creating Customer Quotes

AvSight Sales Process—Creating Customer Quotes This article will cover the basics of creating Customer Quotes in the AvSight system. Prerequisites: None Information needed to complete the steps: Required:   Customer Condition Code Part Number Quantity Unit Price Quote Type Inventory   Customer quotes allow you to provide information to your […]

Creating Condition Codes

AvSight Inventory Management—Creating Condition Codes This article will cover the basics of creating Condition Codes in the AvSight system. Prerequisites: None Information needed to complete the steps: Required: Optional: Condition code Description AvSight provides the ability to flag a part with a condition code to indicate whether it is new, […]

Working with Repair Orders

AvSight Operations—Working with Repair OrdersThis article will cover the basics of creating Repair Orders in the AvSight system.Prerequisites: NoneInformation needed to complete the steps:Required:​VendorCondition CodePart NumberQuantity to RepairUnit PriceOriginal Inventory LineRepair TypeExpected Part NumberExpected Part ConditionExpected Part WarehouseRepair Orders (ROs) allow you to submit information necessary to have parts serviced […]

Creating and Maintaining Vendors and Customers

AvSight Administration—Creating and Maintaining Your Vendors and Customers Topics covered in this article:Creating an accountMaintaining an accountAdding multiple contactsAccount approvals This article will help you enter your vendor and customer accounts into the system as well as assisting you to maintain important information for both vendors and customers. Vendors and […]

Creating Part Masters

AvSight Inventory Management—Creating Part MastersThis article will cover the basics of creating new parts in the AvSight system. Prerequisites: None Information needed to complete the steps:RequiredOptionalPart NumberDescriptionKeywordUnit of MeasureIt is essential to understand how parts are managed throughout the AvSight system.  This series of articles will teach you how to create and […]