How To Return Stock To Inventory
Track Inventory Before returning Stock of any kind you must add it as an Inventory Item and set ‘Track Inventory’ to on. Open the “Main Menu” and go to ‘Inventory’: Start Tracking Existing Item If the item already exists in your ‘Inventory Codes List‘ then simply click the “3 Dot” menu and then select edit: […]
How To Void An Invoice
Before you can Void an Invoice you must first make sure that: Any issued stock items on the Order have been returned to Inventory/stock. (This can be down when voiding the Invoice.) Any Payments on the Order have been Unapplied and/or Voided. To Find out more on how to Void a payment, look at this […]
Duplicate/Re-order An Invoice
Duplicate/Re-order An Invoice Softlock Vs Hardlock when doing a re-order Softlock: Softlocking is what Teesom does in the background once a quote has become an invoice, this means that when you do a re-order Teesom will get new costs and prices and re-calculate the price Hardlock: Hardlocking is when you or someone else in your […]
Orders FaQ
Orders FAQ How do i change the customer on an order? Is there a way to filter the “Quotes and Invoices Lists” by quotes that have been sent but not approved? How do i change the pricing tier on an order? How do i duplicate/re-order an invoice? How do i delete an invoice? How do […]
The Job Board FaQ
The Job Board FaQ FAQ: How do i view only embroidery orders on the job board? Click on the relevant imprint icon filter option to only show orders with that imprint type on them. Tip: You can view what Pricing Tier is being used on an order by looking at the colored bar on the […]
Self Approval
Sometimes you can’t wait for customer approval or there is no need to send an approval request. In this article we will show you how to self approve artwork. On your order, click on the “Art” production circle: This will open the “Art List” from there you can click on “Self Approve” to approve the […]
The Task Board – Production
Every customer’s order that you create in Teesom will have several tasks associated with it. The purpose of the Task Board is to keep all “hands” that touch the job on top of their specific Tasks. You can get to the Task Board by using the Shortcut icon in the upper right hand corner of […]
Teesom Overview
An Overview Of The Main Features In Teesom All the screens listed below can be opened from the “Main Menu” or the “Shortcuts” menu: Sales Order List This page contains a list of all your invoices and quotations. From here you can find any order, as well as edit or duplicate your orders. Job Board […]
Job Board vs Task Board vs Calendar
The Task Board, Job Board and Calendar in Teesom were all created to help your busy shop stay on task and get jobs in and out in a timely fashion, while at the same time, not forgetting an important component of the successful completion of that job. You can get to the Job Board, Task […]
The Production Calendar
The production calendar is where you will organize and keep track of your orders production dates. You are able to change the production dates, view order details, and various other things. In this article we will go over all the things you can do from and on the calendar. Using The Production Calendar To open […]