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Titling Conventions New Screen Name the article the same name as the screen. Process/Workflow Articles This is ultimately up to the author and how they prefer to name the article. As a best practice, use the action being performed as the...
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Headers Main Header Use Heading 2 for each main section title. Color should be blue Breakout Section Headers Use Heading 3 or 4 for each child section of a main section. Refer to the Color Scheme below for the color C...
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Capture an Image To capture an image, press down on Shift + Control + S Image Effects In Snagit, each image should have Border and Shadow selected so the image stands out on the documentation. Border and Shadow Example ...
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Versioning Articles To hide articles actively being worked on from customer view, versioning should be used. Version Naming Conventions To version an article, select the Add Version (1) drop down located on the right side of th...
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Pathway: Operations > Inbound / Outbound Before using the Inbound / Outbound screen, specific scale-related setup requirements must be completed. Refer to the Scale-In Setup article for necessary setup information. Permiss...
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Pathway: Operations > Inbound / Outbound > Inbound (tab) For cash-pay customers, consider using the following inbound scale process to ensure all transactions are captured and to enhance scale house efficiency. For more information on s...
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To support a second EDI account, a new Republic EDI Company ID field has been added to the Integrations tab in Division Setup. Pathway: Setup > System > Division ...
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An issue has been resolved that caused the Months at Current Rate filter in Site Service Rate Update Batch from saving and returning results. Pathway : Sales > Rate Update Batch ...
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An issue has been resolved that was preventing the material set as the Default Inbound Material at the facility from appearing as the default when a new inbound work order is created. Pathway: Setup > Operations > Facility | Oper...
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Last Updated: 02/23/2026
in Accounts Home Order Processing
Pathway: Accounts > Order Processing The Order Processing screen offers a platform to review new customers (and their services), service changes for existing customers and online on-call orders received from the portal. It allows for adj...