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 | 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...
