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Search Results for “import data”
372 articles found
Serial Detail View and Event History
How to view complete serial number details including status, location, customer, warranty information, and the full event history audit trail.
Searching and Looking Up Serials
How to use the global serial lookup tool to find any serial number across your entire inventory, view its status, and take action.
Warranty Tracking and Claims
How to track warranty dates on serialized items, file warranty claims, and manage the claim resolution workflow from open through closure.
What Happens After My Trial Ends?
Your subscription continues automatically and your card is charged. Cancel before the trial ends to avoid charges.
Can AccuArk Replace Multiple Software Subscriptions?
Yes, AccuArk natively integrates POS, Invoicing, Accounting, Inventory, and Payroll in one platform.
Does AccuArk Work Offline?
AccuArk is cloud-based and requires an internet connection for full functionality and real-time sync.
Can I Email a Report Directly from AccuArk?
Export the report to PDF first, then attach it to an email using your email client or AccuArk's email feature.
Customer Invoice History
How to view and manage a customer's invoice history, including status filters, summary totals, and creating new invoices from the customer form.
Customer Payments & Credits
Understanding the Payments & Credits tab, including payment history, credits on account, and how they relate to invoices and balances.
Customer Loyalty Program
Guide to the Loyalty tab covering enrollment, point tracking, lifetime statistics, point adjustments, and redemption values.
Sales Pipeline Overview
Understanding AccuArk's sales pipeline system, including pipeline stages, deal tracking, weighted values, and how the pipeline integrates with the customer form.
Creating & Managing Deals
Step-by-step guide to creating deals, editing deal details, moving deals through pipeline stages, and marking deals as won or lost.
Ticket Notes & Communication
How to use the ticket notes thread for team communication, including internal notes, tracking conversation history, and maintaining an audit trail.
Task Management & Follow-ups
Complete guide to the Tasks tab including creating tasks, priority levels, due date tracking, overdue highlighting, and completing tasks.
Configuring Ticket Categories
How to set up and manage ticket categories for organizing support tickets by issue type, including default categories and customization options.
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