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== My Dashboard == | == My Dashboard == | ||
*[[ | *[[My Dashboard]]<br /> | ||
== Favourites == | |||
*[[Add to Favourites]]<br /> | |||
*[[Manage Favourites]] | |||
*[[Remove From Favourites]] | |||
== Accounting == | == Accounting == | ||
*[[ | *[[Bank Accounts]]<br /> | ||
*[[ | **[[Transactions]]<br /> | ||
*[[ | *[[Budgets and Targets]]<br /> | ||
*[[ | *[[Consolidate Invoices]]<br /> | ||
*[[ | *[[Credit Requirements]]<br /> | ||
*[[ | *[[Currencies]]<br /> | ||
*[[Invoice Monitor | *[[Customer Invoice Report]]<br /> | ||
*[[Payment Methods | *[[Deliver Invoices]]<br /> | ||
*[[ | *[[Invoice Monitor]]<br /> | ||
*[[ | *[[Link Accounting System]]<br /> | ||
*[[ | *[[Payment Methods]]<br /> | ||
*[[ | *[[Payments Report]]<br /> | ||
*[[Quickbooks Invoice Export]]<br /> | |||
*[[Sage Invoice Export]]<br /> | |||
*[[Sales/Purchase Codes]]<br /> | |||
*[[VAT Rates]] | |||
== Administration == | == Administration == | ||
*[[ | *[[Automated Schedule]]<br /> | ||
*[[Category Cleansing | *[[Category Cleansing]]<br /> | ||
*[[ | *[[Custom Scripts]]<br /> | ||
*[[ | *[[Data Progress]]<br /> | ||
*[[Reset Delivery Notes | *[[Manual Data Matching]]<br /> | ||
*[[System Settings | *[[Reset Delivery Notes]]<br /> | ||
*[[System Reset]]<br /> | |||
*[[System Settings]]<br /> | |||
*[[Translations]] | |||
== | == Bookings == | ||
*[[ | *[[Bookings Monitor]]<br /> | ||
*[[Create Booking]] | |||
*[[Create | |||
== CRM == | == CRM == | ||
*[[ | *[[Call Monitor]]<br /> | ||
*[[ | *[[Analysis Report]]<br /> | ||
*[[ | *[[Assign Sectors]]<br /> | ||
*[[ | *[[Call Back Report]]<br /> | ||
*[[ | *[[Call Management]]<br /> | ||
*[[Create | *[[Create customer]]<br /> | ||
*[[Create | *[[Create Prospect]]<br /> | ||
*[[ | *[[Custom Questions]]<br /> | ||
*[[ | *[[Find Prospects]]<br /> | ||
*[[ | *[[My Customers]]<br /> | ||
*[[ | *[[My Leads]]<br /> | ||
*[[ | *[[My Prospects]]<br /> | ||
*[[ | *[[Not Ordered SKU for x months]]<br /> | ||
*[[ | *[[Product Group not Ordered]]<br /> | ||
*[[ | *[[Products Purchased]]<br /> | ||
*[[ | *[[Sales by Product Group]] | ||
== Customers == | == Customers == | ||
*[[List Customers | *[[List Customers]]<br /> | ||
*[[Create Customer | **[[Statement]]<br /> | ||
*[[Asset | *[[Create / Edit Customer]]<br /> | ||
*[[ | **[[Address Management]]<br /> | ||
*[[ | **[[Contact Management]]<br /> | ||
*[[Categories | **[[Take Payment]]<br /> | ||
*[[Credit Accounts Report | **[[Asset Attributes]]<br /> | ||
*[[ | *[[Below Cost Pricing Report]]<br /> | ||
*[[ | *[[Bulk Rep Change]]<br /> | ||
*[[Export Category Pricing | *[[Categories]]<br /> | ||
*[[Import | *[[Create Invoice/Credit]]<br /> | ||
*[[Import | *[[Credit Accounts Report]]<br /> | ||
*[[Import | *[[Credit Settings]]<br /> | ||
*[[ | *[[Export All Customers]]<br /> | ||
*[[Export Business Customers]]<br /> | |||
*[[Export Category Pricing]]<br /> | |||
*[[Export Customer Stock Pricing to CSV]]<br /> | |||
*[[Import Addresses]]<br /> | |||
*[[Import Category Pricing]]<br /> | |||
*[[Import Contacts]]<br /> | |||
*[[Import Customer Pricing]]<br /> | |||
*[[Import Customer Delivery Methods from CSV|Import Delivery Charges]]<br /> | |||
*[[Import Uplifts]]<br /> | |||
*[[Asset Types|Manage Asset Types]]<br /> | |||
*[[On Hold Report]] | |||
== Deliveries == | == Deliveries == | ||
*[[ | *[[Delivery Monitor]]<br /> | ||
*[[ | *[[Additional Labels]]<br /> | ||
*[[ | *[[Batch List]]<br /> | ||
*[[ | *[[Change Delivery Note Details]]<br /> | ||
*[[ | *[[Delivery Countries]]<br /> | ||
*[[Delivery Methods | *[[Delivery Methods]]<br /> | ||
*[[ | **[[Create Delivery Method]]<br /> | ||
*[[ | **[[Van Route Maintenance]]<br /> | ||
*[[Ship Ahead All Commercial Orders | **[[Van Route Area Maintenance]]<br /> | ||
*[[Re-Print Labels]]<br /> | |||
*[[Reprocess Delivery Note]]<br /> | |||
*[[Ship Ahead All Commercial Orders]] | |||
== Manufacturing == | |||
*[[Orderboard]]<br /> | |||
*[[Orderboard Full-Screen]]<br /> | |||
*[[Delivery Monitor]]<br /> | |||
*[[Asset List]]<br /> | |||
*[[Backflush Report]]<br /> | |||
*[[Change Insert List]]<br /> | |||
*[[Change Insert Statuses]]<br /> | |||
*[[Job Cards]]<br /> | |||
*[[Job Label Template]]<br /> | |||
*[[MQS]]<br /> | |||
*[[MQS Stages]]<br /> | |||
*[[Order Issues]]<br /> | |||
*[[Import Data]]<br /> | |||
*[[Print Labels]]<br /> | |||
*[[Stock List]]<br /> | |||
*[[Tool List]]<br /> | |||
*[[Tool Statuses]] | |||
== Marketing == | == Marketing == | ||
*[[ | *[[Campaigns]]<br /> | ||
*[[Groups|Groups]]<br /> | *[[Marketing Groups|Groups]]<br /> | ||
*[[Import Subscribers | *[[Import Subscribers]]<br /> | ||
*[[ | *[[Subscribers]] | ||
== NCRs == | |||
*[[Case Monitor]]<br /> | |||
*[[Create Case]]<br /> | |||
*[[Manage Imports]]<br /> | |||
*[[Manage Responses]]<br /> | |||
*[[Manage Rules]]<br /> | |||
*[[Manage Types]]<br /> | |||
*[[Cases Report]] | |||
== Part Finder == | == Part Finder == | ||
*[[ | *[[Import Parts]]<br /> | ||
*[[ | *[[List Parts]]<br /> | ||
*[[ | *[[Manual Verification]]<br /> | ||
*[[ | *[[Part Alternatives]]<br /> | ||
*[[Setup Auto-Matching]] | |||
== | == Human Resources == | ||
*[[ | *[[Change Password]]<br /> | ||
*[[ | *[[Dashboards]]<br /> | ||
*[[User Accounts | *[[Holiday Calendar]]<br /> | ||
*[[User Groups | *[[My Account]]<br /> | ||
*[[User Accounts]]<br /> | |||
**[[Permissions]]<br /> | |||
**[[Set Targets]]<br /> | |||
*[[User Groups]] | |||
*[[Clocking in/out]] | |||
== Point of Sale == | == Point of Sale == | ||
*[[ | *[[End of Day]]<br /> | ||
*[[ | *[[Find Order]]<br /> | ||
*[[ | *[[Manage Tills]]<br /> | ||
*[[ | *[[Point of Sale]]<br /> | ||
*[[ | *[[Till Summary]] | ||
== Projects == | == Projects == | ||
*[[ | *[[Project Management]]<br /> | ||
*[[Stage Options]]<br /> | |||
*[[Stages]]<br /> | |||
*[[View Project]] | |||
== Purchasing == | == Purchasing == | ||
*[[List Orders | *[[List Orders]]<br /> | ||
*[[ | **[[Cancel Purchase Order]]<br /> | ||
*[[ | **[[Goods In Booking]]<br /> | ||
*[[Shopping List | **[[View Purchase Order]]<br /> | ||
*[[Budget Maintenance]]<br /> | |||
*[[Goods Received not Invoiced Report]]<br /> | |||
*[[Packaging Order]]<br /> | |||
*[[Purchase Monitor]]<br /> | |||
*[[Shopping List]]<br /> | |||
*[[Status Maintenance]] | |||
== Quotations == | == Quotations == | ||
*[[ | *[[Conversions Report]]<br /> | ||
*[[ | *[[Create Quote]]<br /> | ||
*[[List Quotes | *[[List Quotes]]<br /> | ||
**[[Cancel Quote]]<br /> | |||
== Reports == | == Reports == | ||
*[[ | *[[Allocated, not Printed Stock]]<br /> | ||
*[[ | *[[Agent Invoice Report]]<br /> | ||
*[[ | *[[Agent Order Report]]<br /> | ||
*[[ | *[[Clocking In/Out]]<br /> | ||
*[[In/Out Status | *[[In/Out Status]]<br /> | ||
*[[ | *[[Customers not Ordered in a Certain Period]]<br /> | ||
*[[ | *[[Manual Labels List]]<br /> | ||
*[[ | *[[Packing Report]]<br /> | ||
*[[ | *[[Printed, not Scanned Stock]]<br /> | ||
*[[Stock History]] | |||
== Returns & Shorts == | == Returns & Shorts == | ||
*[[ | *[[List Returns]]<br /> | ||
*[[ | *[[Acknowledge Supplier Returns]]<br /> | ||
*[[ | *[[Check Supplier Returns]]<br /> | ||
*[[ | *[[Courier Claims Report]]<br /> | ||
*[[ | *[[Create Return]]<br /> | ||
*[[ | *[[Customer Returns Report]]<br /> | ||
*[[ | *[[Process Customer Returns]]<br /> | ||
*[[ | *[[Process Shorts]]<br /> | ||
*[[ | *[[Process Supplier Returns]]<br /> | ||
*[[ | *[[Record SO Short]]<br /> | ||
*[[ | *[[Supplier Returns]]<br /> | ||
*[[ | *[[Supplier Returns Report]]<br /> | ||
*[[ | *[[Supplier RMA Report]]<br /> | ||
*[[ | *[[Supplier Shorts Report]] | ||
== Sales Orders == | == Sales Orders == | ||
*[[List Orders | *[[List Orders]]<br /> | ||
*[[Create | **[[Cancel Order]]<br /> | ||
*[[Back Orders|Back Orders]]<br /> | **[[Deliveries]]<br /> | ||
*[[ | *[[Create / Edit Sales Order]]<br /> | ||
*[[ | **[[Take Payment]]<br /> | ||
*[[Customer | *[[Sales Back Orders|Back Orders]]<br /> | ||
*[[ | *[[Created Orders List]]<br /> | ||
*[[ | *[[Credit Hold Orders]]<br /> | ||
*[[ | *[[Customer Order Requirements**]]<br /> | ||
*[[On Hold Orders | *[[Customer Product Group Report]]<br /> | ||
*[[ | *[[Daily Order Report]]<br /> | ||
*[[ | *[[Discount Maintenance]]<br /> | ||
*[[Orders by Customer Group | *[[Discontinued Lines]]<br /> | ||
*[[ | *[[On Hold Orders]]<br /> | ||
*[[ | *[[On Time In Full Report]]<br /> | ||
*[[ | *[[Order List Report]]<br /> | ||
*[[ | *[[Order Groups]]<br /> | ||
*[[ | *[[Orders by Customer Group]]<br /> | ||
*[[Sales Units by Product Group Report | *[[Orders by Operator]]<br /> | ||
*[[ | *[[Outstanding Orders]]<br /> | ||
*[[Part-Ship Orders]]<br /> | |||
*[[Products Purchased]]<br /> | |||
*[[Recurring Orders]]<br /> | |||
*[[S/O by Operator]]<br /> | |||
*[[Sales Rep Report]]<br /> | |||
*[[Sales Units by Product Group Report]]<br /> | |||
*[[Special Orders List]]<br /> | |||
*[[Target Report]] | |||
== Site Maintenance == | == Site Maintenance == | ||
*[[Site Maintenance]]<br /> | |||
*[[ | **[[Blog pages]]<br /> | ||
*[[ | **[[Banners]]<br/> | ||
*[[ | **[[Categories]]<br /> | ||
*[[ | **[[Create Pages]]<br /> | ||
*[[ | **[[Edit]]<br /> | ||
*[[ | **[[Create Category URLs]]<br /> | ||
*[[ | **[[Domains]]<br /> | ||
*[[ | **[[Pages]]<br /> | ||
*[[ | **[[URLs]] | ||
*[[Amazon Check]]<br /> | |||
*[[Banned IPs]]<br /> | |||
*[[eBay Pricing]]<br /> | |||
*[[Hold Orders Filter]]<br /> | |||
*[[Import Pricing]]<br /> | |||
*[[Import Products to Categories]]<br /> | |||
*[[Profitability Report]]<br /> | |||
== Stock == | == Stock == | ||
*[[List Stock | *[[List Stock]]<br /> | ||
*[[Create Stock (includes Editing Stock) | **[[Stock Transactions]]<br /> | ||
*[[Amazon Export | *[[Create Stock (includes Editing Stock)]]<br /> | ||
*[[ | *[[Asset Types]]<br /> | ||
*[[ | *[[Amazon Export]]<br /> | ||
*[[Change Specials End Date | *[[Approve Reviews]]<br /> | ||
*[[ | *[[Attribute Masters]]<br /> | ||
*[[ | *[[Attribute Values]]<br /> | ||
*[[Export Stock | *[[Change Specials End Date]]<br /> | ||
*[[Groups|Groups]]<br /> | *[[Data Issues]]<br /> | ||
*[[Import Barcodes | *[[Export Barcodes]]<br /> | ||
*[[Import | *[[Export Qty Pricing]]<br /> | ||
*[[Import Stock | *[[Export Stock]]<br /> | ||
*[[ | *[[Export Pack/BOM Items]]<br /> | ||
*[[ | *[[Stock Groups|Groups]]<br /> | ||
*[[ | *[[Import Barcodes]]<br /> | ||
*[[ | *[[Import Cross and Up-selling Products]]<br /> | ||
*[[ | *[[Import Reviews]]<br /> | ||
*[[Types | *[[Import Special Pricing]]<br /> | ||
*[[Import Stock]]<br /> | |||
*[[Import Stock Attributes]]<br /> | |||
*[[Import Pack/BOM Items]]<br /> | |||
*[[Locations]]<br /> | |||
*[[Stock Forecasting]]<br /> | |||
*[[Stock List]]<br /> | |||
*[[Stock Measurement]]<br /> | |||
*[[Stock Valuation]]<br /> | |||
*[[Types]]<br /> | |||
*[[Update Bulk Pricing]] | |||
== Suppliers == | == Suppliers == | ||
*[[List Suppliers | *[[List Suppliers]]<br /> | ||
*[[Create Supplier | **[[Create / Edit Purchase Order]]<br /> | ||
*[[ | **[[Supplier Price List]]<br /> | ||
*[[ | *[[Create Supplier (includes Edit Supplier)]]<br /> | ||
*[[Back Orders|Back Orders]]<br /> | *[[Account Categories]]<br /> | ||
*[[ | *[[Approve Invoices]]<br /> | ||
*[[ | *[[Supplier Back Orders|Back Orders]]<br /> | ||
*[[Direct Returns Report | *[[Back Orders not Required]]<br /> | ||
*[[Export Supplier | *[[Cost Difference Report]]<br /> | ||
*[[Feed | *[[Credit Invoice / Credit]] | ||
*[[ | *[[Direct Returns Report]]<br /> | ||
*[[Import Back Orders | *[[Export Supplier Contacts]]<br /> | ||
*[[Import Supplier Stock | *[[Export Supplier Invoices]]<br /> | ||
*[[ | *[[Export Supplier Stock]]<br /> | ||
*[[ | *[[Export Suppliers]]<br /> | ||
*[[Purchase Order Report | *[[Feed Blacklists]]<br /> | ||
*[[Suppliers Stock Report | *[[Feed Layouts]]<br /> | ||
*[[Feed Maintenance]]<br /> | |||
*[[Import Back Orders]]<br /> | |||
*[[Import Supplier Contacts]]<br /> | |||
*[[Import Supplier Stock]]<br /> | |||
*[[Import Suppliers]]<br /> | |||
*[[Process Back Order Cancellations]]<br /> | |||
*[[Purchase History]]<br /> | |||
*[[Purchase Order Report]]<br /> | |||
*[[Supplier Contact Management]]<br /> | |||
*[[Suppliers Stock Report]] | |||
== Training == | |||
*[[Matrix]]<br /> | |||
*[[Departments]]<br /> | |||
*[[e-learning Slides]]<br /> | |||
*[[e-Learning Tests]]<br /> | |||
*[[Objectives]]<br /> | |||
*[[Statuses]]<br /> | |||
== Wallboards == | == Wallboards == | ||
*[[Packing|Packing]]<br /> | *[[Packing Wallboard|Packing]]<br /> | ||
*[[Profit|Profit]]<br /> | *[[Profit Wallboard|Profit]]<br /> | ||
*[[Quotes|Quotes]]<br /> | *[[Quotes Wallboard|Quotes]]<br /> | ||
*[[Sales|Sales]] | *[[Sales Wallboard|Sales]]<br /> | ||
*[[NCRs]]<br /> | |||
*[[Cases Wallboard|Cases]] | |||
== Warehouse == | == Warehouse == | ||
*[[Adjust Stock | *[[Adjust Stock]]<br /> | ||
*[[ | *[[Adjustment Report]]<br /> | ||
*[[Export | *[[Committed Label]]<br /> | ||
*[[ | *[[Export Locations]]<br /> | ||
*[[Import | *[[Export Stock Levels]]<br /> | ||
*[[ | *[[Full Stock Take]]<br /> | ||
*[[Low Stock Report | *[[Import Locations]]<br /> | ||
*[[ | *[[Import Stock Adjustments by CSV]]<br /> | ||
*[[Process Adjustments | *[[Lookup Stock]]<br /> | ||
*[[Stock Bin Report | *[[Low Stock Report]]<br /> | ||
*[[Manage Bin Locations]]<br /> | |||
*[[Manual Stock Take]]<br /> | |||
*[[Process Adjustments]]<br /> | |||
*[[Replenish Stock]]<br /> | |||
*[[Restricted Requirements]]<br /> | |||
*[[Stock Bin Report]]<br /> | |||
*[[Stock Movement Report]]<br /> | |||
*[[View Pick Sheet]] | |||
Latest revision as of 13:45, 7 January 2026
My Dashboard
Favourites
Accounting
- Bank Accounts
- Budgets and Targets
- Consolidate Invoices
- Credit Requirements
- Currencies
- Customer Invoice Report
- Deliver Invoices
- Invoice Monitor
- Link Accounting System
- Payment Methods
- Payments Report
- Quickbooks Invoice Export
- Sage Invoice Export
- Sales/Purchase Codes
- VAT Rates
Administration
- Automated Schedule
- Category Cleansing
- Custom Scripts
- Data Progress
- Manual Data Matching
- Reset Delivery Notes
- System Reset
- System Settings
- Translations
Bookings
CRM
- Call Monitor
- Analysis Report
- Assign Sectors
- Call Back Report
- Call Management
- Create customer
- Create Prospect
- Custom Questions
- Find Prospects
- My Customers
- My Leads
- My Prospects
- Not Ordered SKU for x months
- Product Group not Ordered
- Products Purchased
- Sales by Product Group
Customers
- List Customers
- Create / Edit Customer
- Below Cost Pricing Report
- Bulk Rep Change
- Categories
- Create Invoice/Credit
- Credit Accounts Report
- Credit Settings
- Export All Customers
- Export Business Customers
- Export Category Pricing
- Export Customer Stock Pricing to CSV
- Import Addresses
- Import Category Pricing
- Import Contacts
- Import Customer Pricing
- Import Delivery Charges
- Import Uplifts
- Manage Asset Types
- On Hold Report
Deliveries
- Delivery Monitor
- Additional Labels
- Batch List
- Change Delivery Note Details
- Delivery Countries
- Delivery Methods
- Re-Print Labels
- Reprocess Delivery Note
- Ship Ahead All Commercial Orders
Manufacturing
- Orderboard
- Orderboard Full-Screen
- Delivery Monitor
- Asset List
- Backflush Report
- Change Insert List
- Change Insert Statuses
- Job Cards
- Job Label Template
- MQS
- MQS Stages
- Order Issues
- Import Data
- Print Labels
- Stock List
- Tool List
- Tool Statuses
Marketing
NCRs
Part Finder
Human Resources
Point of Sale
Projects
Purchasing
- List Orders
- Budget Maintenance
- Goods Received not Invoiced Report
- Packaging Order
- Purchase Monitor
- Shopping List
- Status Maintenance
Quotations
Reports
- Allocated, not Printed Stock
- Agent Invoice Report
- Agent Order Report
- Clocking In/Out
- In/Out Status
- Customers not Ordered in a Certain Period
- Manual Labels List
- Packing Report
- Printed, not Scanned Stock
- Stock History
Returns & Shorts
- List Returns
- Acknowledge Supplier Returns
- Check Supplier Returns
- Courier Claims Report
- Create Return
- Customer Returns Report
- Process Customer Returns
- Process Shorts
- Process Supplier Returns
- Record SO Short
- Supplier Returns
- Supplier Returns Report
- Supplier RMA Report
- Supplier Shorts Report
Sales Orders
- List Orders
- Create / Edit Sales Order
- Back Orders
- Created Orders List
- Credit Hold Orders
- Customer Order Requirements**
- Customer Product Group Report
- Daily Order Report
- Discount Maintenance
- Discontinued Lines
- On Hold Orders
- On Time In Full Report
- Order List Report
- Order Groups
- Orders by Customer Group
- Orders by Operator
- Outstanding Orders
- Part-Ship Orders
- Products Purchased
- Recurring Orders
- S/O by Operator
- Sales Rep Report
- Sales Units by Product Group Report
- Special Orders List
- Target Report
Site Maintenance
- Site Maintenance
- Amazon Check
- Banned IPs
- eBay Pricing
- Hold Orders Filter
- Import Pricing
- Import Products to Categories
- Profitability Report
Stock
- List Stock
- Create Stock (includes Editing Stock)
- Asset Types
- Amazon Export
- Approve Reviews
- Attribute Masters
- Attribute Values
- Change Specials End Date
- Data Issues
- Export Barcodes
- Export Qty Pricing
- Export Stock
- Export Pack/BOM Items
- Groups
- Import Barcodes
- Import Cross and Up-selling Products
- Import Reviews
- Import Special Pricing
- Import Stock
- Import Stock Attributes
- Import Pack/BOM Items
- Locations
- Stock Forecasting
- Stock List
- Stock Measurement
- Stock Valuation
- Types
- Update Bulk Pricing
Suppliers
- List Suppliers
- Create Supplier (includes Edit Supplier)
- Account Categories
- Approve Invoices
- Back Orders
- Back Orders not Required
- Cost Difference Report
- Credit Invoice / Credit
- Direct Returns Report
- Export Supplier Contacts
- Export Supplier Invoices
- Export Supplier Stock
- Export Suppliers
- Feed Blacklists
- Feed Layouts
- Feed Maintenance
- Import Back Orders
- Import Supplier Contacts
- Import Supplier Stock
- Import Suppliers
- Process Back Order Cancellations
- Purchase History
- Purchase Order Report
- Supplier Contact Management
- Suppliers Stock Report
Training
Wallboards
Warehouse
- Adjust Stock
- Adjustment Report
- Committed Label
- Export Locations
- Export Stock Levels
- Full Stock Take
- Import Locations
- Import Stock Adjustments by CSV
- Lookup Stock
- Low Stock Report
- Manage Bin Locations
- Manual Stock Take
- Process Adjustments
- Replenish Stock
- Restricted Requirements
- Stock Bin Report
- Stock Movement Report
- View Pick Sheet