Recent Articles
How can I reprint a replenishment list?
You can go back and regenerate the report as needed. When in the replenishment tab, select file and uncheck the "select recent" option and this will enable a report date option. You can then input a date to print the report for as needed to reprint ...
How to transfer an AP balance to another invoice and/or vendor.
If an invoice was posted to the wrong vendor but the distribution was correct, I can simply move the payable balance with a journal entry. I will open a new journal, and then select my AP GL account. In this example, I want to take the balance of ...
Parts Reconciliation using Accrual Based Accounting
To reconcile inventory, there are a few variables that need to be considered when looking at your physical valuation when comparing it to the GL account balance. First, the costing method being used to value inventory will be either replacement cost ...
Quotes
Quotes are available within Softbase and require minimal setup to utilize in the application. To begin, you will want to establish how long your quotes will be viable before expiring and what numbering sequence you would like to use for your quotes ...
How to perform batch billing for rental documents.
To invoice multiple rental contracts at once in a "batch" you can perform the following in Softbase: In the Invoicing window, click on "Inquiry" at the top, and then click "Work In Process" from the drop down menu. You should now be in the Work in ...
Popular Articles
Images are not opening from the document center/documents tab when clicked on in Softbase.
In order for an image to open from the document center when selected, you must have a compatible default app specified. This will apply to .pdf files as well as image files such as .png, .jpg, etc. In order to open that file type (example .jpeg, etc) ...
Physical Inventory
Before starting the Physical Inventory Count process in Softbase, you will first want to run a report to capture the inventory counts and values. To do that in Softbase, on the Reports tab, run the following Report: Parts Inventory Valuation ...
Requesting Customer Statements
Request Customer Statements Overview To send statements out of Softbase 3.0 use the following form. Softbase Updates and Setup Customer Changes A new statement email address has been added to the customer record. If this record is populated this will ...
Journal Entry
Softbase Documentation Journal Entry Version: Softbase 3.0 • Journal Entry • To create and post a general journal you will need to go to the Softbase Main Menu and select the Accounting tab, then select Journal Entry. Enter a Journal Name or use the ...
Warehouse Setup
Location The Warehouse Setup is located In the Parts Setup window via the "Setup" option at the top. Once you are in the Parts Items Setup window, click the "Warehouses" tab. Mandatory Fields 1. Warehouse Name (The dropdown box to the right of this ...