February 2014 / PhreeBooksR36RC3snapshot
Author – Charles

Other than being used to highlight Vendor Invoices that haven’t been received, the USER MODIFIED ‘Toggle Status’ highlighting setting can be used to signify something (you define) in your Sales and Purchase process.

CUSTOMERS > Sales Quotes Manager – ‘Toggle Status‘:
A line entry in the ‘Manager’ display can be highlighted in light blue (Toggled On/Off) by the PhreeBooks User by clicking an icon on the far right of the line entry.

CUSTOMERS > Sales Order Manager – ‘Toggle Status‘:
A line entry in the ‘Manager’ display can be highlighted in light blue (Toggled On/Off) by the PhreeBooks User by clicking an icon on the far right of the line entry.

PB User – “Waiting on Parts, Not Started, Waiting on Customer”
PB User – “We use the system of toggle status to show which SO’s have not been filled yet”

CUSTOMERS > Sales/Invoices Manager:
No highlighting used (I think !).

VENDORS > Request for Quotes Manager – ‘Toggle Status‘:
A line entry in the ‘Manager’ display can be highlighted in light blue (Toggled On/Off) by the PhreeBooks User by clicking an icon on the far right of the line entry.

VENDORS > Purchase Order Manager – ‘Toggle Status‘:
A line entry in the ‘Manager’ display can be highlighted in light blue (Toggled On/Off) by the PhreeBooks User by clicking an icon on the far right of the line entry.

DP – “I use it (Toggle Status) after I receive a confirmation on a Purchase Order from my vendors verifying the delivery date and pricing.”

VENDORS > Purchase/Receive Inventory ManagerLight Blue Highlighting:
This oustanding Vendor Invoice entry is STILL ‘Waiting for invoice‘ (number). PhreeBooks will not let this outstanding Vendor Invoice be paid in BANKING > Vendor Payments until an invoice number is entered.

VENDORS > Vendor Credit Memo ManagerLight Blue Highlighting:
This outstanding Vendor Credit Memo entry is STILL ‘Waiting for invoice‘ (number). PhreeBooks will not let this outstanding Vendor Credit Memo be repaid in BANKING > Vendor Refunds until an invoice number is entered.

All Inactive entries, when displayed, are displayed Highlighted in Light Pink:
CUSTOMERS > Customer Manager
VENDORS > Vendor Manager
INVENTORY > Inventory Manager

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