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Sales Orders and Returns
Sales Order Basics
How to Customize View for Sales Order List

How to Customize View for Sales Order List

Please watch this tutorial video

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Getting Started

Finale Inventory Basics

Inventory account configuration and set up

Fireworks and Pyrotechnics

How to connection your Finale3D account with your Finale Inventory account

How to set up and configure your Finale Inventory account for use with Fireworks or Pyrotechnics operations

Where do I start?

01. Setup Your Facility - Start Here

02. Creating additional users

03. Create Product Categories

04. Create Pricing Fields

05. Add your Suppliers

06. Create your Custom Fields

07. Import & Create your Product IDs

08. Create Your Kits & Bundles

10. Import your Product Lookups (Scan Keys)

11. Establish your Stock Levels

12. Create Purchase Orders

13. Create Sales Orders

14. Stock Level Maintenance

15. Stock Auditing

18. Integrations

Finale Onboarding Academy

Onboarding Roadmap

How To Connect Integrations

How To Setup Your Facility

How To Import Products

How To Configure Kit/Bundle Products

How To Import Supplier Catalog

How To Import Average Costs

How To Configure Product Lookups

Product Detail Screen Overview

Define Purchase Order Workflow

How To Perform Stock Take

How To Perform Stock Change

How To Perform Stock Transfer

Define Sales Order Workflow

How To Configure Reorder Points

Go Live

How To Import Initial Stock Levels

How To Push Stock Levels to Marketplace

How To Pull Sales From Marketplace

Application Settings

Users Tab

How to Create a New User?

Configuring notifications in my Finale account

Can I Set-Up Permission to Hide Visibility to Users?

How Do I Disable a User?

How Do I Set-up User Permissions?

I Forgot My Password or Want to Reset My Password

How Do I Set up Locations and Sublocations?

How to Bulk Change Sublocation Names

Can I Bulk Import My Sublocations?

How Do I Update My Credit Card / ACH Information or Switch to ACH Payments?

Cancel Subscription

Company Info Tab

How Do I Find the Name of My Account?

How Do I Resize My Logo?

How Do I Set My Account Time Zone?

How Do I Change a Document's Colors?

Edit or Add Company Information

I Do Not See the Build Operation From the Main Screen

How Do I Create Custom Fields for Products?

How Do you Add or Create Custom Fields on Your Customer Table?

How Do You Add or Create Custom Fields for Sales or Purchase Orders?

How To: Bulk Update Fields

How Do I Add Conditional Color and Text Formatting to List Views?

How to attach files in Finale

Adding stack columns in the list screens

Finale's Conditional Formatting Generator

How do I adjust the displays of rows?

How do I create or edit list screen custom views?

Products

Creating Products

How to Print Labels From the Product View Screen

Why aren't my Products Importing into Finale and why am I seeing an Import Error?

Import Products - Supported Column Titles

How do I create new products in Finale?

How do I import products or stock from an integration?

How to Import Products

How do I export my current products?

Is there a character limit for a product custom field?

Is there a character limit for the 'Product ID' field?

How Do I Delete My Products and Start Over?

How to Create a Pricing Formula

Creating Pricing Tiers and Formulas

Getting Started For Fireworks Inventory

How to add product thumbnails via a bulk import

Why is my import copy/paste from Excel broken

General Product Q and A

How do I filter my products list screen to only see products that have a BOM?

How do I delete or deactivate products?

How do I change or update the Product ID for a product?

How do I change or update the Average Cost for an item?

How do I find my last purchase price

How do I enable/disable the product sales history chart?

How do I delete a manufacturer?

Can I add a product with a bill of materials to an order and have it directly relieve stock of the constituent products?

Kits and Bundles

Dynamic Kits in Finale

Expand vs Never Expand BOM

Bill of Materials Overview

How to export my current bill of materials?

How do I bulk import my BOMs (Bills of Materials)

How do I create a kit or bundle

Product Categories

Creating Product Categories on the Fly

How do I create product categories?

Stores

Configuring "Quantity Percentage" for Pushing Stock Levels

How do I map alias SKUs to an assigned product id in Finale?

Configuring Finale to Push Stock Levels to Your Selling Channels

How do I add (or remove) a store to a product lookup?

Product Lookups

What are Product Lookups?

How do I add a new product lookup in Finale?

Importing Product Lookups

How do I delete or deactivate Product Lookups?

How do I Bulk Add Stores to Product Lookups?

Are Finale shortcodes GS1 registered UPCs?

Is there a character limit for product lookups?

What are Finale Short Codes and can I delete them?

Inventory Stock Operations

What is the validation field in the Build?

How do I bulk import builds?

How do I conduct a stock build?

How to videos for Stock Operations

How to Manage Damaged Inventory

Stock operations and transaction basics

How do I cancel a stock change?

Modifying Stock Change / Take Reasons

What is a stock change

How does Finale Inventory do manual Ins and outs?

How to audit stock operations using the stock history screen

Stock Packing and Cases

Can I Hide or Disable the Case Quantity Column?

Do I have to track case and open stock separately?

What is the conversion between case quantities and open stock quantities?

What is the difference between "Packing" and "Standard Packing"?

Stock Level Descriptions

Stock History vs Stock QoH vs Stock Available - Running Total?

Stock Level Quantity Definitions (terms) and Calculations in Finale Inventory

What are BOM Units or +BOM Units?

What does Case Equivalence mean?

What does 'WIP' mean and what are 'WIP' units?

What does Remaining Units include and how is it calculated?

What are In Transit units and how do they get there?

How do I do a Stock Transfer in Finale?

How do I bulk transfer all stock from one sublocation to another sublocation

What is a stock transfer?

Creating a transfer order

What is a stock take

How do I create a stock take

What is the difference between Stock Take and Stock Change

Lot ID / Serial Numbers Tracking

General Lot ID / Serial Number Tracking Questions

How to Bulk Import Initial Stock Quantity with Lot IDs or Serial Numbers

What is the Difference Between Lots and Serial Numbers?

Purchase Orders

Notifications, Fees, and Customizations

How do I Add Adjustments to a Purchase or Sales Order, Such as Taxes, Discounts, Shipping and Other fees?

How do I Customize the Email Document's Details?

How do I Customize the View for the Purchase Order List?

Emailing Purchase Order or Sales Orders to Multiple Recipients

How do I Add, Remove or Rearrange Columns for my Purchase Order Documents?

Reorder and Replenishment

How to Use Finale's Reordering Feature

What is Demand Velocity?

How Do I Create Purchase Orders Using Full Cases?

Using the In-Line Editing Tool on the Replenishment and Reordering Screens

Benefits of the New Reordering Screen

How Do I Get Notified When I Need to Reorder?

How Can I Use Reorder Points to Help With my Dropshipping Purchases?

How Do I Set Reorder Points for My Products?

Reordering Equation (min/max)

How Do I Set up Purchase Order Reordering?

How Do I Use the Reorder Function with Secondary Suppliers?

How Do I Use the Replenishment Screen?

How Do I Set Reorder Points Per Location for my Products?

How Do I Configure Sales Velocity Reordering?

Understanding the Min/Max Reordering Equation

Bills

How to Add a Bill to a Purchase Order

How Do I Post Partial Payments to a Bill?

How Do I Add Payment Methods to a Bill?

Purchase Order Accounting and Definitions

Does Finale Support LIFO or FIFO Costing?

What is Landed Cost?

Does Finale Calculate a Loaded or Landed Cost for my Products?

How Do I Set up Average Costing for My Products

Why is My Average Cost Incorrect or not What I Expect?

What is the Difference Between Std. Buy Price, Std. Accounting Cost, and Supplier Price?

How to Videos About Purchase Orders

Purchase Order Life Cycle Management - Order Creation, Importing, Receiving, Put away, Labeling

How to Leverage Shipstation for Dropship Orders

Purchase Order Basics

How to Import Purchase Orders

How to Multi-Select and Print Order Documents in Finale

My Purchase Order is Marked Complete, Why Aren't My Quantity on Hand Stock Levels Increased?

Where Do I Find or See Items Purchased by Serial Number or Lot ID or Batch ID or Expiration date?

How Do I Return Products to My Supplier?

How Do I Set the Bill to and Ship to Preset Addresses on Purchase Orders?

How Do I Receive a Shipment from a Purchase Order?

How Do I Add a Carrier to a Purchase Order Shipment?

How Do I Find Missing Purchase Orders in the Purchase Order List View?

Stock Level Quantity Definitions and Calculations in Finale Inventory

How Do I Receive a Partial Shipment on a Purchase Order?

How Do I Change the Starting Number of Purchase Order?

How Do I Import Items into a Single Purchase Order?

How Do I Import a Shipment on a Purchase Order?

How Do I Create a Purchase Order?

How Do I Email My Supplier a PO?

Order Adjustments Settings and Configuration

How Do I Add and Edit Terms on a Purchase Order and Sales Order?

How do I Convert the Unit of Measure (UOM) on a Purchase Order?

Suppliers and Customers

Customers

How Do I Add and Configure Client Portal Users?

How to Create Price Tiers for Different Customer Segments

How to Add Customers

Suppliers

How Do I Add Suppliers?

How to Bulk Import Suppliers

Suppliers and Products

How Do I Enable per Supplier Buy Prices?

Pricing on Purchase Orders

Maintaining Supplier Information

Supplier and Product Overview

Quantity Available from Supplier

How Do I Set per Supplier Buy Pricing?

How Do I Add More Than Three Suppliers to a Product?

Sales Orders and Returns

Sales Order Basics

How to Create Sales Order

My Shipped Orders are Missing From the Sales List View

How to Import Sales Orders

Why Do I have Duplicate Orders or My Orders Numbers Have an A or Letter Appended to Them

How do I Enable Quotes and Invoices?

How to Customize View for Sales Order List

How Do I Auto Populate Custom Fields for a Sales Order

An Overview of Order Batches for Sales Orders

Can Finale Track My Sales by Selling Channel (Source)?

How Do I Get Notified When a Sales Order Comes in?

How to define sales order tags

How to use tags with sales orders

Address Verification in Descartes Finale

How to update an address and re-verify it

How to Use Shipstation Tags or Label Batches to Create Batch IDs on Sales Orders in Finale Inventory

My Sales Order is Marked Complete; Why Are My Stock Levels not Reduced?

What is the Typical Lifecycle of a Sales Order?

How to videos about Sale orders and Returns

Sales Order Life Cycle Management - Order Creation, Importing, Picking, Packing, Shipping

How Do I Fix Duplicate Orders from Shipstation After Connecting to a New eBay Store?

Invoices

How to add an invoice and invoice payment to a sales order?

How Do I Add Payment Methods to an Invoice?

How do I post partial payments on an invoice?

How to Add a Credit to an Invoice or Bill

How do I add, remove or edit the return reason codes?

How do I create a sales return?

How do I add a lot if or serial number to a sales return?

Shipping and Completing Sales

How do I add, remove, rearrange, and customize columns for documents?

How to print a Pull Sheet

Can I have multiple / split shipments to fulfill a sales order or purchase order

Sale shipment life cycle

Sales order status

Sale shipment origin location, item sub-locations, and packed sub-location

Sales Order Origin Location

Shipping and Completing Sales Overview

Shipments

What Does a Red or Yellow Highlighted Quantity Field Mean?

Where does the shipment ID number come from?

Is there a character limit for the tracking number field?

What are shipments?

Barcoding

Going Live with the Barcode Scanner

Entering a Stock Count through Finale's Barcode Scanner

Barcode Scanner Operations

Receiving Purchase Orders with Lot IDs Using the Mobile Barcode Scanner

Learn Barcode with the Mobile Scanner

Basic Picking (Picking a Sales Order One by One)

How to Use the "Transfer From" Function in the Mobile Barcode Scanner

Change Item State with the Barcode Scanner

Using Receive Learn to Add Barcodes During Receiving

How to Perform a Stock Change on the Mobile Barcode Scanner

Reopen Operations on the Barcode Scanner

Batch Picking - Pick and Pack

Receiving Purchase Orders with Serial Numbers Using the Mobile Barcode Scanner

Receiving Purchase Orders with the Mobile Barcode Scanner (Overview)

Batch Picking - Wave Picking

Receiving to a Dock and Transferring to Bin Locations

How to Pick Transfer Orders Using the Mobile Barcode Scanner

Deleting Operations on the Barcode Scanner

Conducting Stock Takes with the Mobile Barcode Scanner

Setting Up The Scanner

Selecting and Purchasing a Scanner

What are the normal settings for configuring the mobile scanner?

Barcode Scanner Application Settings

How to Install the Finale Inventory Mobile Scanner App

Preliminary Setup

Labeling your Warehouse Sublocations and Products

Entering Barcode Numbers into Finale

Facility (Warehouse) Set Up

Troubleshooting and Advanced Features

Handling Transactions with Errors During Scanner Sync

Troubleshooting the 401 Sync Error on the Mobile Barcode Scanner App

Troubleshooting the 403 Authorization Error on the Mobile Barcode Scanner App

Using the "Convert to eaches" barcode scanner setting

How to Update the Finale Inventory App on Your Mobile Scanner

Using Skip Item During Picking with the Mobile Scanner

How to Resolve the "Quantity going negative" and Similar Errors on the Scanner App

Troubleshooting "Barcode lookup not found" Error Message

"Test Barcode" Barcode Operation

Using the Finale Inventory App

I scan an Order ID barcode on my packing slip and the scanner responds with "Order ID not Found"

Barcode picking overview

Barcode Receiving Overview

Barcodes - Overview of using serial numbers

Mobile Barcode Scanner How-To Videos

How to setup the scanner for Receiving?

How do I print a ShipStation packing slip with a barcode?

How to create SLOT barcodes for Wave Picking

How to get Shipstation tags or label batches to create batch ids in Finale Inventory that show up on the mobile scanner

Why would you use a Batch id on Sales orders?

Scanning items with Lot IDs

Stock change barcode scanner operation

Short Codes

Why am I getting 402 error codes on the mobile barcode scanner?

'Learning barcode' operation

'Check Item' barcode operation

'Change Item State' barcode operation

If I do not have internet available at my warehouse can I still use your wireless mobile barcode solution?

Android OS Device Guides and Issues

How do I use the keyboard on the Android Mobile Barcode Scanner app?

Finale Inventory Officially tested Android hardware device list

How to fix Keyboard issues on Android OS devices in the mobile scanner app

The laser or scanner does not work on my Chainway C6000 scanner, how do I fix this?

How to fix Dolphin CT60 Handheld scanner to use the Scanner and not the Camera

Finale Inventory Mobile Scanner APP crashes when I run it on my handheld mobile device

Quickstart guide to using the application on Android OS

Android OS Version Release Notes

How to configure Zebra MC93XX scanner to work with the Finale Inventory app

How to fix a Zebra MC93XX scanner when you scan a barcode and no data or text is shown in the Finale Inventory app

How to fix Dolphin CT50 Handheld scanner to use the Scanner and not the Camera

How to get a Zebra/Symbol/Motorola TC55 scanner to press the enter key after it scans a barcode

Android Scanner with Built-in Scanner will not use the scanner and only allows the SCAN button on the app or use of the camera to scan

How do I use an Android emulator to run the Finale Inventory app?

Honeywell CK60 or CK65 barcode scanning issues and how to resolve them

C6000 Scanner running Android 10 will not transmit enter key suffix to barcode scan

How to connect a digital scale with Bluetooth to a Finale Inventory mobile scanner for recording weights

STEP 1 of 3 - How to connect a SERIALio Bluesnap Dongle to your Android OS scanner device using Bluetooth pairing

STEP 2 of 3 - Download NFC Gears app and SerialMagic Gears App to your Android OS device

STEP 3 of 3 - Configure SerialMagic Gears to send the scale output to the Finale Inventory app

Getting started

What are the requirements for the wireless barcode scanner?

How is a 'user' defined?

How much do the Custom plans cost?

On which plans is the QuickBooks Online (QBO) integration available?

State sales tax applied to Finale subscriptions plans

What are the best dimensions to use for a company logo?

How much does it cost to use Finale?

Which web browsers are compatible with Finale Inventory?

Barcode Label Basics

How Do I Print Barcodes for My Bins or Shelves

Printed Barcode Labels are Misaligned or Off-centered

How Do I Create Barcode Labels Within Finale

Reporting, Documents, and Labels

General Reports Questions

Report Page Templates

Adding Watermarks To Reports

How to duplicate a report for customization

How to configure Finale to email reports to a distribution list on a set schedule

Running a standard report

What is the maximum row limit for reports?

Is there a limit to how many pages I can print to PDF?

How do I add an image to a label?

Missing three video links - How to create a custom report

How do I delete or deactivate a report?

How to Add a Report to a Print dialog arrow Drop Down Menu

Reorder Reports

How to Remove Grouping, Subtotals and Grand Totals When Generating Reports

404 links - What ATF reports does Finale provide for fireworks inventory management

How do I enable/disable legacy reports?

Report Customization

Named Parameters

Calculated Columns

missing video - Report, Document and Label Customization Basics

Template variable merge

How do I revert a report back to default?

Styles

Data Sets

Stock history data set

Preloaded label templates

Primary Columns

Additional Report Templates

Customer & Vendor List

Labels Dymo 1" x 2-5/8" Short Code UPC for N Copies of Stock Item

Custom Report Template - Export Product id Stock average cost to excel for importing into QuickBooks Online

Labels Dymo 1" x 3.5" for N Copies per Product ID

Modified Sales Order with Custom Notes Field

Export Quantity On Hand Stock Levels to Excel

Labels Dymo 3.5" x 1" Purchase Shipment Items by Product ID

Labels Avery 5160 for Purchase Order Cases by Product ID

Stock Quantities pushed for Each Connection with Lead Times

Labels Dymo 1" x 2-1/8" for N Copies per Product ID

ATF Acquisition Report - importer/manufacturer

ATF Acquisition Report - user/dealer

Using Named Parameters for Labels & Barcodes

ATF Disposition Report - user/dealer/manufacturer/importer

ATF Reports Overview

Scan Look-up Table

Document Variables

Document Helper Variables for Documents

Document Variables for Orders

Documents Variables for Documents

Documents and Reports Questions and Answers

Document Variables for Organizations

Document Variables for Invoices

Column Variables for Reports

Document Variables for Shipments

ATF and US DOT Hazmat Reports and Documents

How do I comply with regulations for having a local backup of my ATF DSMT(Daily Summary of Magazine Transactions) reports?

Which reports do I schedule for backup to meet the new ATF rules and regulations for having a local backup copy of my data?

Formulas

Functions

Data Types

Expressions

Images

How to write a formula for a filename for an attachment to an email

Formula Filter Examples

Accounting & Financials

Accounting Updates

General Ledger Correction Rows

Sales Orders and Invoicing

Mapping Sales Data to QuickBooks® Online Classes

Should You Sync Sales Data from Finale Inventory to QuickBooks® Online?

How to Create and Post an Invoice in Finale

Sales Order and Invoice Workflow

Purchasing & Costing

Understanding Average Costs in Finale

How to Use Supplier Credits in Finale

Finale Quickbooks Sync Purchase Order Workflow

Bill Payment Workflow in Finale

How to Create and Post a Bill in Finale

QuickBooks® Online Connection Essentials

Inventory Variances By Reason Code

Selling: Default Settings & Source Overrides

Prerequisites checklist for QuickBooks GO-LIVE

Purchasing: Default Accounts

QuickBooks Online General Settings

Chart of Accounts

What Are Consolidated Transactions and How Are They Used in Finale Inventory?

How Does the Status of a Consolidation Impact When and How Data is Synced with QuickBooks Online?

How to Enable and Configure Consolidations

Amazon

How do I Configure FBA for My Amazon® Integration?

Deleting Duplicate FBA Sales Orders

Amazon Stock Levels Not Updating Independently on Multiple Marketplaces (US/CA/MX)

How Do I Set up Finale to Import Amazon® FBM Prime Orders?

How do I Use the Reorder Function to Maintain Amazon® FBA Stock Levels?

How do I Configure Finale to Push Lead Time (Fulfillment Latency) for Amazon® Listings?

How to Set up Automated Transfer Shipments for FBA

Can I Rename My Amazon® Location

How to Enable the Inventory Sync to FBA Task for Amazon®

Selling on Multiple Amazon® Accounts

Why Are My FBA Transfer Orders Stuck in "Draft" status?

How do I Configure Amazon® Warehousing and Distribution (AWD) for My Amazon Integration?

How to Set up Staged Transfer Shipments for FBA

Amazon® FBA Transfer Shipments Overview

Amazon® FBA Shipment Workflows Explained

Amazon® Warehousing and Distribution (AWD) Transfer Shipments Overview

Imported FBA Orders Have Extra Items with Zero qty on Them

Why Are My FBA® Sales Orders Showing Zero as the Subtotal from Amazon?

Amazon® FBA Inbound Shipment Discrepancies and How to Find Them in Finale

How to Videos for Integrations and Connecting to Other Software

Setting Up Flashpricer Integration with Finale

Marketplace and Shopping Cart Integrations

How do I configure Finale to automatically asign a customer to an order?

How do I fix my "Pausing....Nearing API Limit" Etsy Integration Error?

Shopify Sales Per Location Configuration

Whitelisting IP addresses when you have a firewall

Why isn't my Walmart product quantity being updated?

Why aren’t my products importing from Magento or Woocommerce?

Why is Finale failing to import my product EAN codes from Volusion?

Why aren’t my products importing from Magento or Woocommerce?

When does Finale update stock levels to my integrations (e.g Amazon and Shopify) ?

What versions of OpenCart do you current support?

What tools does Finale have to help with Flash Sales?

What is the unique eBay product identifier for the eBay integration?

What is the LightSpeed POS product identifier Finale maps to?

Setting up products from Square POS items export

Pull Sales Integration Error(warning) Meaning and How To Resolve

How to troubleshoot errors on WooCommerce

How to set up Wildcard SKUs to handle coupon codes and discounts

How to push stock levels to Geekseller through FTP

How to add an integration to Woocommerce v5.x

How do I rename my Shopify location names?

How do I obtain a Faire token to connect Faire to Finale

How do I manually update a product to a selling channel or marketplace (e.g Amazon and Shopify)

How do I include supplier quantity to pushed stock levels?

How do I connect my Finale account to Faire?

Having authentication issues with Zoey connection

Having authentication issues with Magento connection

Finale will not push a stock qty of 0 to eBay listings

Finale is not updating stock quantities to Amazon, eBay, WooCommerce, Shopify and other selling channels

eBay product update Error: new listing required for item

Does Finale push selling prices to Amazon, eBay, and other marketplaces?

Configuring Finale to push the stock levels to Amazon, eBay, WooCommerce, Shopify and other selling channels

Canceled sales orders in Etsy are not canceling in Finale

"Invalid API response, unexpected character violation" on WooCommerce integration

Why is Finale failing to import my product EAN or UPC codes?

Why does the Square POS Order ID in Finale not match the transaction ID in Square?

How to connect an integration to Magento 2.3

How to connect an integration to Zoey

My Shopify Refunded Products Aren't Being Removed From Finale's Order

Product lookup import template

How to send inventory via API using a Report

How do I set up my Walmart Integration?

How to connect an integration to Magento 1.X

How do I rectify an "Authentication failed error" for an integration?

How to configure Finale to update fulfillment latency (DispatchTimeMax ) for eBay listings

Bulk fix "no product for product lookup" - incorrect store association

Access token expiring frequently on Magento connection

How do I push stock levels from multiple warehouses in Finale?

How Do I Export Data to Google Drive

ShipStation Specific

How Do I Enable Finale to Change ShipStation Order Status Based on Stock Availability?

Can I Add Multiple ShipStation Integrations to a Finale Account?

Configuring Finale to Sync/Send Finale Sales Orders to ShipStation

How to Send Finale’s Order ID Into ShipStation to Include on Packing Slips as a Barcode for Use With the Mobile Scanner

When Syncing Orders From ShipStation, I Get "xxx Sales With Warning Error" Message

How to Automatically Push Finale Stock Levels to ShipStation

Finale is not Decrementing Inventory for an Order That Has Been Shipped in ShipStation

There are Orders in ShipStation, but They Are not Syncing to Finale

How Do I Connect My ShipStation Account to Finale?

ShipStation Automation Rules for Ship From Locations

How Do I Manage My FBA Orders Via the ShipStation Integration?

ShipStation Integration Overview

How to Configure Finale to Push Standard Bin or Sublocations to ShipStation

How to Configure Finale to Pull Sales From ShipStation

Why is Finale Failing to Update Warehouse Location in ShipStation?

How to Send Finale’s Order ID Into ShipStation to Include on Packing Slips as a Barcode for Use With the Mobile Scanner

How Do I Get My Vendor Quantity Feeds (Supplier Feeds) Into Finale Via FTP?

Possible Reasons Why FTP Integration Fails to Upload Your File

How to Create an FTP Connection

How to Configure Finale to FTP Inventory Quantities to ChannelAdvisor

About the Integration Screen

Integration Settings for Updating Stock Levels

What is the Pause Live Status updates Button Used for on the Integrations Screen?

QuickBooks® Online Integration

What is the Enable Date for the QuickBooks® Online Integration?

What Versions of QuickBooks® do You Support and Integrate With?

Finale Inventory to QuickBooks® Online Sync - Income and Accounts Receivable Configuration

Accounts Payable - Bill Syncing Configuration

Does Finale Inventory Support Classes and How do We Map Transactions to QuickBooks Online Classes?

FAQ - Finale Inventory's QuickBooks Online Integration

QuickBooks® Online Sync Errors with Resolutions

Finale Inventory to QuickBooks Online Sync - Accounts Payable Configuration

QuickBooks® Online Integration

What are Inventory Variances and Where do They Show up in My QuickBooks® Online Account?

Important QuickBooks® Online Settings You Need to Enable

How to Get a Tax on an Invoice in Finale to go to QuickBooks®

Integration Warning: Pushing Invoice Failed, Cannot Update Due to Linked Payments

What is the Sync Period on the QuickBooks Online Integration and How is it Used?

How to Configure the QuickBooks® Integration - Part I

How to Configure the QuickBooks® Integration - Part II

Finale Inventory to QuickBooks® Online Sync - Enable Date Filter Configuration

Why your Purchase Clearing or Sales Clearing Account has a Balance

How to Control Which Chart of Account is Used When Syncing Information to QuickBooks® Online

LEGACY QuickBooks® Integration

How do I Get QuickBooks® POS (Point of Sale) Orders Into Finale

Which Versions of QuickBooks® Will Finale Inventory Support?

LEGACY - Why is the Invoice Number Synced to QuickBooks® is Not the Same as it is in Finale Inventory?

LEGACY - Terms on my Invoices in Finale Inventory Will not Sync or Import into QuickBooks®

API Documentation

Resources (Legacy)

Build

Special Purpose APIs (Legacy)

Getting Started with GraphQL

Update Product by Supplier

Import Using GraphQL

Adding Filters to Report URL Called by the API

API Developer Documentation

API Documentation - New!

API Overview (Legacy)

Getting Started - API Documentation

I'm Getting a 402 Error Code When Accessing the API

Recommended 3rd Party Developers

Do You Recommend Any 3rd Party Developers who Have Experience with the Finale API?

API Examples and Sample Code

Returns Order Example

PHP Sample Code

Stock Change Example

Average Cost and Journal Example

Sales Order Example

How to Use a Partner ID (Integration Partners Only)

General Questions

Can't Log in. How Do I Reset My Password?

What are Finale's Default Views

What is Finale's Barcoding License?

Can Finale Inventory Connect with Power BI?

Merging FBA & FBM SKU's to One Product ID Using Amazon® ASIN

How to Add or Remove the Case Stock Column

Does Finale Back up My Account's Data?

What is sales velocity?

How to troubleshoot Finale Inventory freezing or being slow.

Column Resizing and Customization

Multi-Factor Authentication (MFA)

What is Sales Velocity? What is the difference Between Sales and Demand Velocity?

Password Strength Requirements and Consecutive Login Failures

How do I disable FIVA in my Descartes Finale account?

How do I enable in-app notifications for Finale?

Other

Feature Release Updates

Finale Inventory Legacy Account Plan Transition

2025 Finale Inventory Legacy Account Plan Transition Overview

FAQ - Power Up with Finale's Client Portal Offer

Legal and Contact Information

How to manage automation rules

How to create and edit an automation rule

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