EMDECS Software Blog

Some of our customers have multiple employees using the system and may wish to customize each of their usernames. Their management team can decide on the following options for each of their username: user defaults, short-cut buttons, access to certain menus, visibility of different things such as facilities, and customers. For more information on this topic, please contact Perfit Support.

Our users of the system have a variety of financial reports at their disposal to help them track their AR for their customers . The first report they could use is the Customer Close To Credit Limit Report. This report is helpful in determining if a customer is close or over their credit limit. With this information, the shop can make a decision on whether to do new work for customers who are over their credit limit. Another helpful report is the Age Receivable Report. This report tells our users how long their AR invoices have been outstanding for. This report can tell our users that which customers have bad credit and that they should refrain from doing new work orders for them. For more information on these reports and others, please feel free to contact Perfit Support.

In the system, our users have several options available when it comes to customer PO numbers. If our users have customers that reuse PO numbers, then these PO numbers can then be defaulted in the program for specific date ranges. Also, the system can prompt the service writers when PO numbers are required. For more information on these options, please contact Perfit Support.

There are two ways to correct your inventory on hand values. You could either do a physical count or an inventory adjustment. Physical counts are often time consuming, and an inventory adjustment is a quicker alternative. The inventory adjustment screen is useful when updating your on hand values if you know the quantity change. For example, if the on hand value for a part decreased by two, you would therefore enter a negative two to reflect this change. Another benefit that the inventory adjustment has is that you can add notes to explain why the on hand values have changed. For more information on this screen, please feel free to contact Perfit support.