Key Features

💡These articles explain the features you use across BOS Enterprise, such as attachments, notes, output, layouts, menus, statuses, settings and user-defined fields.

Articles#

• Attachments: Describes how to add, view and edit attachments on customers, suppliers, Items and transactions, and covers output pipelines and image hosting.
• Changelog: Describes the Changelog and Audit features that track changes to records, with their buttons, filters, fields and technical setup steps.
• Error Messages: Lists the access, setting and delete messages that BOS Enterprise shows, where each appears and how to fix it.
• Frequently Asked Questions: Answers common questions about BOS Enterprise terms, differences between features, customising, user access, features and troubleshooting.
• Glossary: Defines the terms used in BOS Enterprise and in this documentation, with links to the pages that explain them.
• Notes: Describes where you can add notes in BOS Enterprise, such as transactions, Service Manager tickets, customer and supplier records and status bars.
• Notes Tutorial: Shows how to add, find, edit and delete notes on transactions, add status notes, and keep a note on a customer or supplier.
• Settings: Describes how BOS Enterprise settings work, the top row buttons and the General, Transactions and Users tabs where settings are added.
• Statuses: Describes header and Item statuses for transactions and their settings fields. The Statuses Tutorial shows how to edit and create them.
• Statuses Tutorial: Shows how to edit the header and item statuses of a Transaction Type, and how to create a status.
• User Access: Explains how access works in BOS Enterprise, where each kind of access is set, the access options and Transaction Access.
• User Settings Explained: Lists every user setting by area, from Accounting, Email and Items and Inventory to Production Planning, Service Manager and System.
• User Settings Setup Tutorials: Shows how to add staff and users, grant transaction access, copy a user's access, edit user settings and change passwords or Tracker app PINs.
• User-Defined Fields: Describes how to add User-Defined Fields, with their buttons, filters and fields, the editor types and notes on SQL lookups and stored procedures.
• User-Defined Fields Tutorial: Shows how to add user-defined fields, give them a dropdown list or SQL lookup, arrange and preview them, fill them in and delete them.