Ch 1.4 Tools Menu

Ch 01 Estimate Tables
These settings are specific to use of the Estimate module: Estimate Status: Used to define the various stages of an estimate to be used for look-up and rep...
Mon, Jan 9, 2023 at 11:29 AM
Ch 02 Job Control/Shopnet Tables
These settings are specific to use of the Job Control and Shopnet Modules. Job Status: Used to define the various stages of a job to be used for look-up an...
Mon, Jan 9, 2023 at 11:31 AM
Ch 03 Shipping Tables
These settings are specific to use of the Shipping module: Shipment Status: Used to define the various stages of an shipment to be used for look-up and rep...
Mon, Jan 9, 2023 at 11:31 AM
Ch 04 Inventory Tables
These settings are specific to use of the PO and Inventory modules: Inventory Group: Used to organize inventory items to be used for look-up and reporting....
Mon, Jan 9, 2023 at 11:32 AM
Ch 05 Finished Goods Tables
These settings are specific to use of the Finished Goods module: Accounts: Used to create Finished Goods accounts.  Multiple customer accounts that share p...
Mon, Jan 9, 2023 at 11:35 AM
Ch 06 Shared Tables
These settings are used in multiple modules: Calculators: Pricing calculators can be created for standard products to be used by Estimate and Job Control. ...
Mon, Jan 9, 2023 at 11:35 AM
Ch 07 Setup
The Setup menu includes settings to personalize your Presidio configuration.   System Settings: View the System Settings section of this manual for a tab b...
Mon, Jan 9, 2023 at 11:36 AM
Ch 08 Event Maintenance
This menu is available for Event Processor users.  The Event Processor is a server utility that can automatically perform a number of user defined scheduled...
Mon, Jan 9, 2023 at 11:36 AM