LOU

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LOU

Setup

Setup

Accounting

How to Configure Customer Statement Settings - LOU® - Powered by Evosus

How to Set Up Taxes - LOU® - Powered by Evosus

How to Map Inventory to Financials - LOU™ - Powered by Evosus

How to Create Payment Terms -LOU® - Powered by Evosus

How to Create a Chart of Accounts - LOU® - Powered by Evosus

How to Set Up and Utilize Use Tax - LOU® - Powered by Evosus

How to Create Control Accounts - LOU® - Powered by Evosus

How to Create Payment Methods -LOU® - Powered by Evosus

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Marketing

How to Create Drip Campaign Task Types - LOU® - Powered by Evosus

How to Create Effort Tracking Types - LOU® - Powered by Evosus

Service

How to Create Interviews - LOU® - Powered by Evosus

How to Create and Use Schedule Timeframes - LOU® - Powered by Evosus

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

How to Create Schedule Divisions - LOU™ - Powered by Evosus

How to Create Vehicles - LOU™ - Powered by Evosus

How to Set Up Water Testing - LOU® - Powered by Evosus

How to Create Vendor Types - LOU® - Powered by Evosus

How to Create Checklist Templates - LOU® - Powered by Evosus

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

How to Create Personnel Task Types - LOU® - Powered by Evosus

How to Create Task Types - LOU™ - Powered by Evosus

How to Create Routes - LOU® - Powered by Evosus

How to Create Work Order Stages - LOU® - Powered by Evosus

How to Create Route Starting Locations - LOU® - Powered by Evosus

How to Create Interview Types - LOU® - Powered by Evosus

How to Create Assets - LOU™ - Powered by Evosus

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

How to Access Product Plans & Bundles - LOU™ - Powered by Evosus

How to Activate Promo Codes - LOU™ - Powered by Evosus

How to Configure Customer Portal Settings - LOU® - Powered by Evosus

How to Add a Logo to LOU - LOU® - Powered by Evosus

How to Activate and Configure LOU Text Messaging - LOU™ - Powered by Evosus

How to Activate and Configure LOU Email Messaging - LOU™ - Powered by Evosus

How to Set Up the Avalara Integration - LOU® - Powered by Evosus

How to Access Billing - LOU® - Powered by Evosus

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Sales

How to Create Sales Orders Stages -LOU® - Powered by Evosus

How to Create Distribution Methods - LOU® - Powered by Evosus

How to Create Estimate Stages - LOU® - Powered by Evosus

Foundation

How to Create Vendors - LOU® - Powered by Evosus

How to Create Customer Types - LOU® - Powered by Evosus

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

How to Create Document Prefixes - LOU® - Powered by Evosus

How to Create and Manage Schedule Confirmation Messaging - LOU® - Powered by Evosus

How to Create Document Types - LOU® - Powered by Evosus

How to Create Departments – LOU® - Powered by Evosus

How to Create Department Types - LOU® - Powered by Evosus

How to Access the Forms Library - LOU® - Powered by Evosus

How to Create Document IDs - LOU® - Powered by Evosus

How to Access Personnel - LOU® - Powered by Evosus

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Inventory

How to Create Bins - LOU® - Powered by Evosus

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

How to Create Stock Sites - LOU® - Powered by Evosus

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

How to Create Manufacturers - LOU® - Powered by Evosus

How to Create a Stock Site Selection Matrix - LOU™ - Powered by Evosus

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Onboarding Beginning Balances

How to Import Customer Deposit Beginning Balances - LOU® - Powered by Evosus

How to Create a General Ledger Beginning Balance Import - LOU® - Powered by Evosus

How to Create Beginning Balances - LOU® - Powered by Evosus

How to Import AR Beginning Balances - LOU® - Powered by Evosus

Integrations

How to Link PAX to POS Stations - LOU™ - Powered by Evosus