Operations Manual

As an operations role, you will have a large responsibility for receiving equipment and understanding how to properly process equipment according to the work orders.

Inbound Order Receiving

• Create an Account 
• Set Default Payment Terms for an Account

• Edit the Master Account in CRM

• Change the Owner of an Account

• Tag an Account

• Make an Account Inactive

• Create a Contact
• Add a New Freight Carrier
• Create a New Address
• Freeze an Account
• Client Portal 

Processing

• Sort a Lot
• Sort, Merge, and Consume
• /wiki/spaces/RAZ/pages/43384905

Creating Finished Goods From Processing

• What does consume mean?
• What is consumed weight?
• Create Finished Goods from Processing