Views:
Orders can be tracked in ASI SmartBooks based on the milestones deemed important and trackable for your company. This is accomplished using Activities and Processes created and defined by you for Customers, Orders and Vendors.
 
 
How Do You Create Activities?
 
Activity Types are Customer, Vendor, Quote, and Order. Customer Type activities are associated with the customer listed on an order. Vendor Type activities are associated with the vendors assigned on the products within the order.

Quote and Order Type activities are associated to the Order number assigned. To create an Activity, select that option under the Order tab, Tracking Group and select Activity to open the Activity Manager.
 
 
  1. Activity Type:  Select the Activity Type:  Customer, Order, or Vendor from the drop-down menu.
  2. Control Type:  Select the Control Type, which can be either a Checkbox, Combobox, Date or Textbox, to define the method used to update this Activity.  (You will need to add Activity Options when you use comboboxes to match the Activity.
  3. Label:  Enter a Label name for the column header, which you will see in the Order Tracking View.   
  4. Description:  The Description defines what this Activity represents.  When using the list tool, you will see the column header (Label) as well as this Description for the column.

How Do You Create a Process?
 
A Process in ASI SmartBooks organizes the Activities for an order. You can define the Processes based on how your company needs to flow and track orders. Multiple Processes can be created to be used for different order flows. 

The Processes will be available in the Tracking Update View and the Order Tracking View. Create and define your Processes here: