What's new

Create a customer account, find its saved record, and update its notes from the account detail page.

Find a customer account, check its linked records, and open the relevant quote or order.

Add a manual activity to an account and confirm that the saved entry appears in its activity feed.

Set payment terms, FOB and ship-via defaults, then check the values copied into a new draft quote.

Record a corrected inventory balance with an adjustment type and reason, then verify the saved quantity and its history entry.

Select available inventory, assign a partial quantity to an order, and verify both the saved assignment and the remaining inventory balance.

Attach a receiving document to an inventory item, check its saved entry, and archive it when it should no longer appear on the item or linked allocations.

Record an incoming wire lot with its quantity, unit, location and configured material fields, then verify it in Available Inventory.

Choose the Available or Consumed inventory view, find wire lots with search or combined alloy and diameter filters, and check their saved details.

Return an assigned quantity to its source inventory item, record a reversal reason, and inspect the retained allocation history.

Inspect an order’s inventory allocation, distinguish its saved snapshot from the live balance, and locate current source inventory documents.

Save a reusable item with its description and unit defaults, then verify an edit by reopening it.

Find saved quote prices for a catalog item and check the quote, revision, status, quantities and lead times.

Combine item search with status and sort controls to find the reusable record you need.

Choose the right place for production instructions and reusable commercial items.

Create an order using an existing customer account and part, then confirm its quantity, linked records, spool, and production steps.

Use the Open, Shipped and All views to find an order, then inspect its recorded shipment history.

Interpret an order’s current step, work status and routing-position percentage, including a routing that repeats the same production stage.

Update an order note and a production-step instruction, then confirm the change belongs to the intended order.

Upload a file to an order, verify that it stays attached after reopening the order, and open the saved document to check its contents.

Create a reusable wire part with its identifier and configured fields, then check the saved details before preparing its production steps.

Set the sequence of production steps for a part, add instructions for each step, and check the saved routing before creating orders.

Understand why an existing order can show different production instructions from its part, and where to check the instructions for that order.

Keep work at its current step while adding the next production position, and understand what the partial-movement dialog records.