How do I add a role?
Role refers to a user type. Each user in the system is assigned a different role, which will have its unique set of abilities and restrictions as to what they can do in the system. In the system, you...
View ArticleHow do I set permissions for each user?
Each user must be assigned a role in the system. These roles are set by your organization’s administrator in the system. Therefore, the way to set permissions for each user is to first set the...
View ArticleHow do I add a warehouse?
A warehouse, or other kind of location, can be added to your system now or later. Your products must exist in a location. If your business is small, you might have one main warehouse you call “Main...
View ArticleHow do I add my starting quantities?
You can add starting quantities in one of two ways. One way is to use the Quick Receive option. Either on your computer or mobile app, add the products from a list. You could also use this feature if...
View ArticleCreating a product
Adding a product refers to teaching your system that concept of your product (i.e., item, parts, raw material, consumable, asset, goods, stock, etc.). *NOTE: This is different than adding actual...
View ArticleI forgot my login and/or password.
If you forget your username and/or password (on the browser), you have a couple of options for retrieving this information. First, you can ask one of your system administrators (those in your...
View ArticleWhere is Flowtrac’s offices Located?
We come onsite but can schedule visitors, by appointment only. The majority of our demos, ... Read more
View ArticleHow do I make a barcode?
When you create a product, the barcode is required even if you won’t be using barcodes. In regards of barcoding, one of two things will happen when you create a product in the system. You will assign...
View ArticleHow do I add an Account?
Accounts can mean vendor accounts, customer accounts, internal department accounts, or many others depending on your case use. The good news is that to add an account of any type, you will go to the...
View ArticleWhat is JIRA?
JIRA is a support application we use to help keep support prompt and efficient. Download the JIRA guide below to learn more about the communication and ticketing system we use. The JIRA system is not...
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