Category Archives: Partners

Item Manager – working with Items

The first area of the Item Manager lets you find and modify items. Items are the basic physical ‘things’ we sell and inventory. At a minimum an item must have a Manufacturer, a Title, and a Key or Model Number. It should have an MSRP (Manufacturer’s Suggested Retail Price) but doesn’t have to. It may… Read More »

New Version: 11.8

Bug Fixes: Increased the footer area on printed quotes to address the blank sheets occurring in the middle of quotes. Problems with attached items showing as received when they weren’t are resolved. New Stuff: You can attach documents to Partners. See the details here. Change Orders – if an order has an un-accepted change order… Read More »

Working with Vendors

You can view the vendor record by right-clicking a Partner in the Partner Picker and choosing Vendor Profile. ‘Our’ vendor profile looks different from the other vendors. Everyone can view vendor records but you must have admin permissions to change them. Vendors we buy from The billing address and phones are the same as you see… Read More »

Merging Partner records

The Partner Merge tool merges two Partner records and all the related and dependent records associated with them. Since you can not delete a partner record once it’s created this is how you can eliminate duplicate records. Partner records are central to almost every important function of SubManager. Consequently a large number of dependent records involved. It’s… Read More »