ETPDU (ONYX Align FAQ.)

Available Pages:

ONYX Align Support Guide
- (A.GE) General
  - (A.GE.AC) Account
    - How to Activate Your ONYX Align Account
    - How to Log into Your ONYX Align Account
- (A.AC) Accounts
  - (A.AC.CO) Contacts
    - How to Add a Contact to an Account
  - (A.AC.GE) General
    - How to Add a Customer Account
    - How to Edit General Account Information
  - (A.AC.AB) Address Book
    - How to Add an Address to an Account Address Book
- (A.EO) Estimates/Orders
  - (A.EO.GE) General
    - How to Issue an Estimate via Print/Download or Email
    - How to Issue an Invoice via Print/Download or Email
    - How to Convert an Estimate to an Order
    - How to Move an Order to Accounts Receivable
    - How to Move an Order to History
    - How to View/Edit Estimate Date and Estimate Expiration Date on Estimates
    - How to Display Purchase Order Number on Invoices
    - How to View/Edit Invoice Date and Invoice Due Date on Orders
    - The ONYX Align Order, Product, and Job Structure
    - How to Create an Estimate
    - How to Send an Estimate via Email
    - How to View, Print, or Download an Estimate
    - How to Send an Invoice via Email
    - How to View, Print, or Download an Invoice
    - How to Record Payments on an Order
  - (A.EO.PB) Product Board
    - How to Change Product Status
  - (A.EO.JB) Job Board
    - How to Advance Jobs Through Workflows
    - How to Link Jobs Together on the Job Board
  - (A.EO.PJ) Products/Jobs
    - How to Upload Files to a Print Job
    - How to Add a Product to an Order
    - How to Change the Workflow for Print Jobs within Active Orders
    - How to Submit Print-Ready Files from ONYX Align to ONYX Thrive
    - How to View and Change Margin % for Jobs Using Cost+ Pricing in Active Estimates/Orders
    - How to View and Change Fixed Price for Jobs Using Fixed Price Pricing in Active Estimates/Orders
    - How to View and Change Price per SQFT for Jobs Using SQFT Pricing in Active Estimates/Orders
    - How to View and Change the Discount % for Jobs in Active Estimates/Orders
    - Accepted File Formats for Customer-Provided Artwork Files for Print Jobs
    - Accepted File Formats for Custom Soft Proof Files for Print Jobs
    - Accepted File Formats for Print-Ready Files for Print Jobs
    - How to Rearrange the Ordering of Products, Jobs, and Job Parts within an Estimate/Order
  - (A.EO.CR) Costs and Revenues
    - How to View the Costs and Revenues Tied to an Order
  - (A.EO.ST) Status
    - How to Update to the Latest Price Calculation Method for Estimates and Orders
    - How to Update Halted Price per Job Values on Estimates/Orders
  - (A.EO.FI) Files
    - Accepted File Formats for Files Uploaded to Estimates and Orders
- (A.AR) Accounts Receivable
  - (A.AR.GE) General
    - How to Revert an Order Back to the Orders Section from the Accounts Receivable Section
- (A.HI) History
  - (A.HI.GE) General
    - How to Download CSV Files for Historical Orders
- (A.CA) Calendar
  - (A.CA.GE) General
    - How to View Orders and Jobs on the Calendar
- (A.WI) Work in Progress
  - (A.WI.GE) General
    - How to View Jobs in Work in Progress
- (A.RE) Reports
  - (A.RE.GE) General
    - How to Generate Reports
- (A.CO) Configuration
  - (A.CO.TI) Ticket Items Editor
    - (A.CO.TI.PJ) Print Job Items
      - How to Assign the Default Workflow for All Print Jobs
  - (A.CO.PE) Product Editor
    - (A.CO.PE.PN) Print Jobs/Non-Print Jobs
      - (A.CO.PE.PN.PS) Price Settings
        
        How to Set Up Cost+ Pricing for a Print Job/Non-Print Job
        
        How to Set Up Fixed Price Pricing for a Print Job/Non-Print Job
        
        How to Set Up Price per SQFT Pricing for a Print Job
        
        How to Set Up a Minimum Price a Print Job/Non-Print Job
        
        How to Enable or Disable Price Additions (from Modifiers) for Print Jobs
        
        How to Set Up Discounts for a Print Job/Non-Print Job
      - How to Change the Default Printer Settings for Print Jobs
      - How to Create a Print Job
      - How to Create a Non-Print Job
      - How to Assign the Default Workflow to a Specific Print Job
    - (A.CO.PE.PR) Products
      - How to Create a Product
      - How to Assign Default Product Parts (Print Jobs and Non-Print Jobs) to Products
      - How to Edit the Name of Default Product Parts (Print Jobs and Non-Print Jobs) Assigned to Products
      - How to Rearrange the Ordering of Default Product Parts (Print Jobs and Non-Print Jobs) Assigned to Products
  - (A.CO.CM) Company Management
    - (A.CO.CM.PM) Payment Methods
      - How to Create a Custom Payment Method
    - (A.CO.CM.CI) Company Info
      - How to Edit Company Info Settings
    - (A.CO.CM.RG) Role Groups
      - How to Create a Role Group
    - (A.CO.CM.ET) Email Templates
      - How to Edit Email Templates
    - (A.CO.CM.TS) Tax Settings
      - How to Create a New Tax Rate
      - How to Add Tax Components to a Tax Rate
    - (A.CO.CM.US) User Settings
      - How to Add a User
      - How to Edit User Settings
      - How to Delete a User
      - How to Assign a User to a Role Group
    - (A.CO.CM.DS) Document Settings
      - How to Customize the Layout of Estimates and Invoices
  - (A.CO.WE) Workflow Editor
    - (A.CO.WE.WO) Workflows
      - How to Create a Workflow
    - (A.CO.WE.SA) Stages
      - How to Create a Stage for a Workflow
    - (A.CO.WE.ST) Steps
      - How to Create a Step for a Workflow
  - (A.CO.VE) View Editor
    - How to Create an Order View
    - How to Create a Product View
    - How to Create a Print Job View
    - How to Create a Non-Print Job View
    - How to Create a Document View for Print Jobs
    - How to Create a Document View for Non-Print Jobs
    - How to Create a Production Ticket View for Print Jobs
    - How to Create a Production Ticket View for Non-Print Jobs
  - (A.CO.CO) Cost Management
    - (A.CO.CO.HA) Hardware
      - How to Create a Hardware Item
    - (A.CO.CO.SU) Substrates
      - How to Create a Substrate
    - (A.CO.CO.MO) Modifiers
      - How to Create a Modifier
      - How to Duplicate a Modifier
    - (A.CO.CO.PR) Printers
      - How to Create a Printer
      - How to Edit Printer Settings
    - (A.CO.CO.FD) Fabrication Devices
      - How to Create a Fabrication Device
    - (A.CO.CO.LA) Labor
      - How to Create a Labor
    - (A.CO.CO.CD) Cutting Devices
      - How to Create a Cutting Device
    - (A.CO.CO.CO) Components
      - How to Create a Component
    - (A.CO.CO.LD) Laminator Devices
      - How to Create a Laminator Device
  - (A.CO.TO) Tools
    - (A.CO.TO.EC) External Connections
      - (A.CO.TO.EC.OL) ONYX Local Connector (OLC)
        
        How to Install the ONYX Local Connector (OLC)
        
        How to Uninstall the ONYX Local Connector (OLC) on a Windows Operating System
      - (A.CO.TO.EC.QO) QuickBooks Online
        
        How to Connect an ONYX Align Account to a QuickBooks Online Account