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FORTE

A Sharp Consulting

Dashboard

IT equipment ordering, tracking, and billing.

Open purchase orders
Units in stock
Unbilled units
Unbilled value

Recent Purchase Orders

Date / Order Vendor Client Total Status

No purchase orders yet.

Purchase Orders

No purchase orders.
Date / Items Vendor Order # Client Ticket # Total Status

Inventory

No inventory items.
Serial Device Client / Location Vendor / PO Cost Ticket # Received Status

Deployments

Group in-stock units by client/location, then complete to push to billing.

New Deployment

No draft deployments. Create one to start grouping units.
Client / Location Ticket # Units Started

Client / Location Ticket # Units Total Completed

Draft Completed

No units added yet. Use the search below to add in-stock items.
Device Serial Cost

Add in-stock units

No in-stock units available to add.
Device Serial Client Cost

Billing

Export deployed units to accounting. Exporting marks items as Billed.

Ready to bill
Serial Device Client Location Ticket # Cost
No units awaiting billing. Mark inventory items as "Deployed" to include them here.

Past Exports

Period Units Total Date

Settings

Manage clients, catalog, templates, and integrations.

Clients & Locations

Manage client accounts and their locations.

Product Catalog

Common items that auto-fill on purchase orders.

No products yet.
Product Name Vendor Default Unit Cost

Freshservice Integration

Enables real-time ticket lookup and auto-posting a private note to tickets when a PO is saved.

https:// .freshservice.com
✓ Saved

PO Templates

Reusable item presets. Load a template when creating a PO to pre-fill line items. Editing a template never changes existing orders.

No templates yet.

Total:

Ticket #
Total
Status

Ordered Items

Receive Items & Add to Inventory

✓ All items received
Items have been added to inventory.