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Idencia OneSource Gateway

Idencia OneSource Gateway

Using the Management Portal

Can I import Items and Item properties?

Can I import Item Types and Item Type properties?

How to I create, edit, and delete Jobs?

Can I store PDF files and other documents in Idencia?

How do I change an Item's Item Type or Job?

How do I correct a process once it has been marked complete?

How do I create a new Item using the Idencia Management Portal

How do I delete a process?

How do I track Job Shipments?

How do I Manage Items in the Management Portal?

How do I manage shipments using the Shipping Module?

What is the difference between Job shipments and running a shipping process?

How do I maintain a customer list?

Can I update ForneyVault information for just one item?

What is Idencia OneSource Gateway?

What are Items, Item Types and Projects?

What are Item Types?

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Setting Up the Idencia Management Portal

Can I import my custom properties?

What are Item Types and how do I create them?

How do I create, update, and delete processes?

How do I configure my forms in the Management Portal?

What are Process Phases?

What is Management by Exception?

How do I prevent over production of a specific product type?

How do I add or update Users in Idencia?

What are Projects and how do I use them?

How do I make a new User in Idencia OneSource?

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Reports & Dashboards

What is the Idencia Dashboard and how does it work?