Pull Sheets & Manifests 101
FlexABLE: Module 5 of 6
If you’ve been used to using Google Sheets, FileMaker Pro, or Excel to create your pull sheets, this module may be overwhelming and exciting. If you’ve been using competitor systems…see previous sentence. NOTE: Taking the time to import your inventory into Flex early will create unparalleled efficiencies as you move into quoting, creating pull sheets, and executing events. Once you get the hang of this–we recommend going all in and getting it done. Our most profitable customers tell us this was a secret ingredient to their success.
Creating and Prepping a Pull Sheet
Activity Checklist
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Returning a Manifest
Activity Checklist
Need additional support?
These articles from our help center should provide you with additional support you need.
Still stuck? Drop us an email here.
What's Next?
One more module to go in your FlexABLE onboarding experience. How good does it feel to get paid by your clients after a job well done?
Next up: Let's show you how to create and send an invoice. Ready to start? Let’s do this.