LOU

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LOU

Setup

Setup

API Defaults for LOUcommerce

Accounting

Configure Customer Statement Settings

Set Up Taxes

Map Inventory to Financials

Create Payment Terms

Create a Chart of Accounts

Use Tax

Create Control Accounts

Create Payment Methods

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Marketing

Create Drip Campaign Task Types

Effort Tracking Types

Service

Create Interviews

Schedule Timeframes

How to Configure Recurring Order Personnel Assignments - LOU™ - Powered by Evosus

Create Schedule Divisions

Create Vehicles

How to Set Up Water Testing

Vendor Types

Checklist Templates

How to Create and Manage Blackout Dates - LOU® - Powered by Evosus

Personnel Task Types

Task Types

Routes

Work Order Stages

Route Starting Locations

Interview Types

Assets

How to Configure Recurring Order Settings - LOU® - Powered by Evosus

How to Create Recurring Order Types - LOU™ - Powered by Evosus

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Configuration

Product Plans & Bundles

Promo Codes

Configure Customer Portal Settings

Add a Logo to LOU

Activate and Configure LOU Text Messaging

Activate and Configure LOU Email Messaging

Avalara Integration

How to Access Billing - LOU® - Powered by Evosus

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Sales

Sales Orders Stages

Distribution Methods

Create Estimate Stages

Foundation

Create Vendors

Customer Types

How to Create Job Titles - LOU® - Powered by Evosus

Create Document Prefixes

Schedule Confirmation Messaging

Create Document Types

Create Departments

Department Types

Forms Library

Document IDs

How to Access Personnel - LOU® - Powered by Evosus

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Inventory

Create Bins

How to Create Quick SKUs - LOU® - Powered by Evosus

Stock Sites

How to Create Units of Measure - LOU® - Powered by Evosus

Create Manufacturers

Stock Site Selection Matrix

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Onboarding Beginning Balances

Import Customer Deposit Beginning Balances

General Ledger Beginning Balance Import

Create Beginning Balances

Import AR Beginning Balances

Integrations

Link POS devices to POS Stations