Contact Management

Contact Management Module Prospecting

Quotations

Creating a Quote

Sales Reports

Sales Reporting Reports

Order Processing

Comparing Order Entry Methods Blanket Orders Credit Card Processing Fee Salesman Order Wearables Order Entering Order using Full Order Entry Method Email Link Note Instructions Order Processing Reports Using Credit Cards How to handle Art How to handle Documents Configure Quick Send

Work In Process

Using Work in Process Work In Process Scheduling Review Process Group Orders and Review
Process Code Orders Display

Inventory

Customer Special Pricing Types of Inventory Items Ideas for taking Physical Inventory How to Physical Inventory Inventory Buying Inventory Corrections and Adjustments Inventory Reports Inventory Accounting Consigned Goods Items

Shipment Tracking

UPS Import UPS Export

Program Tracking

Program Tracking

Customer Invoicing

Customer Invoicing Generate Customer Invoice From Vouched Costs Customer Invoicing Reports Sales Tax Corrections Royalties and Customer Rebates in Lakeshore

Accounts Receivable

A/R Cash Receipts Handling a Customer Refund Handling a Customer's NSF Check Writing off an A/R Balance A/R Corrections and Adjustments Credit Letters A/R Reports

Accounts Payable

Entering Vendor's Invoices A/P Check Run Paying Vendors with Credit Card A/P reports A/P Transfers Compare A/P costs to Invoicing A/P Corrections and Adjustments How to Handle Samples Changes to the 1099 Form - 2021

Payroll

Lakeshore Payroll System Tracking Vacation and Sick Pay What to do when an employee leaves Instructions for the 2020 W-4 in Lakeshore

Sales Commission

Paying Sales Commission Setting Up Salesman Commission Basis Splitting Commission for More
than Two Salesmen

Accounting

Repetitive A/P and Accounting Entries General Year End Instructions Calendar Year End Checklist Accounting Year End Checklist Monthly Checklist Exporting Financial Statements

Create a Report

Create a Report Export Create a Report Extract Create a Report User Defined Global Changes to Data

Miscellaneous

How to setup Holidays General Password Security Controlling Access to Lakeshore Dropping Old History How to set pop up blockers Customer Portal Initial setup Cheat Sheet for using Alias Searches Setting Up Customer Types, Selection
Codes and Sales Report Categories