by Alex Hamel | Jan 13, 2023 | Uncategorized
How to create a rental Project with recurring invoices Introduction In automator, in order to create a rental recurring Project, you need the following:(you will see details for each requirement below) A product called “Rental” or “Location”...
by Alex Hamel | Dec 21, 2021 | Uncategorized
Creating Project Revision introduction Sometimes in automator you need to revise projects because there are changes By doing this not only you will have a new copy my also preserve the old one in case you want to come back You just have to click here to create a new...
by Alex Hamel | Dec 21, 2021 | Uncategorized
Create custom item Introduction Automator is using Project Matrix’s catalogs. But sometimes the desired items will not be included in a catalog provided by them. In this case you will have to created them. First you will have to click on the ”Product Code”...
by Alex Hamel | Nov 30, 2021 | Configuration, Products
Convert the catalog to archive and use the old Introduction In automator it is possible to use not only the current catalog but also the old ones. To do this we have the “Project Notify” application which allows to manage all the catalogs ...
by Alex Hamel | Aug 25, 2021 | Uncategorized
Credit Item or Amount with or without Inventory Adjustment There are several possibilities depending on what you want to do. There is 3 options described below. Option 1 : The customer doesn’t want the product anymore. You want to receive this item and credit it. You...
