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Create A New Order
This video shows how easy it is to:
- create a new customer
- configure the customer details
- print/embroidery art configurations
- select vendor catalog items
- find the best price
- add the catalog item to your favorites
- add the catalog item to a new purchase order
- auto configure art in T-Boss
- generate a quote as an adobe acrobat file
- convert the quote to an invoice
- close the order out by marking the invoice as paid
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Create A Embroidery Price Structure Matrix
This video will walk you thru creating a new embroidery matrix.
- One time set-up
- Quantity pricing breaks for stitch count
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Create A Print Price Structure Matrix
This video will walk you thru creating a new print matrix.
- One time set-up
- Pricing breaks for color count
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Create A New Catalog Item
This video will walk you through:
- creating a new catalog item
- activating it, setting its category
- any additional markup or price values
- configuring its size, color, and base case, piece, dozen price
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Export An Invoice To QuickBooks
- This video will walk you thru exporting an invoice to QuickBooks
- Automatically connetcts to Quickbooks
- qbXML standard interface
- Integrate your finances and workflow
- Exports the customer info
- Exports the printing and embroidary matrix
- Exports ALL catalog items
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Export A Catalog Item To QuickBooks
This video will walk you thru exporting a catalog item to QuickBooks.
- Export items individually
- Integrate with Quickbooks inventory features
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Import Customers From QuickBooks
This video will walk you thru importing customers from QuickBooks.
- Your customer list will import directly
- qbXML standard interface
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Email Quote To Customer
This video will walk you thru emailing a quote to a customer.
- Create a pdf file with the touch of a button
- email directly out of T-Boss, or your default email program
- Includes customer art
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Configure The T-Boss Server
If you have only one computer: T-Boss central server
- This is the default install mode
- Contains the full T-Boss feature set
- Be sure and allow T-Boss to communicate over your firewall
- Be sure to check 'Allow Users To Modify Files' when setting your T-Boss f1.8er as 'Shared'
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Configure A T-Boss Network Client
T-Boss grows with you, add as many clients as you wish
- setting up an additional computers as a networked clients
- the central server manages data
- All that is required is your basic LAN connection
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