Difference between revisions of "User Guide"
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m (→Customers: Added Export Customer Stock Pricing to CSV) |
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*[[My Dashboard]]<br /> | *[[My Dashboard]]<br /> | ||
| + | |||
| + | == Favourites == | ||
| + | |||
| + | *[[Add to Favourites]]<br /> | ||
| + | *[[Manage Favourites]] | ||
| + | |||
== Accounting == | == Accounting == | ||
| Line 20: | Line 26: | ||
*[[Sage Invoice Export]]<br /> | *[[Sage Invoice Export]]<br /> | ||
*[[Sales/Purchase Codes]]<br /> | *[[Sales/Purchase Codes]]<br /> | ||
| − | *[[VAT Rates]] | + | *[[VAT Rates]] |
== Administration == | == Administration == | ||
| Line 26: | Line 32: | ||
*[[Automated Schedule]]<br /> | *[[Automated Schedule]]<br /> | ||
*[[Category Cleansing]]<br /> | *[[Category Cleansing]]<br /> | ||
| + | *[[Custom Scripts]]<br /> | ||
*[[Data Progress]]<br /> | *[[Data Progress]]<br /> | ||
*[[Manual Data Matching]]<br /> | *[[Manual Data Matching]]<br /> | ||
*[[Reset Delivery Notes]]<br /> | *[[Reset Delivery Notes]]<br /> | ||
| − | *[[System Settings]] | + | *[[System Reset]]<br /> |
| + | *[[System Settings]]<br /> | ||
| + | *[[Translations]] | ||
| − | == | + | == Bookings == |
| − | *[[ | + | *[[Bookings Monitor]]<br /> |
| − | *[[Create | + | *[[Create Booking]] |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
== CRM == | == CRM == | ||
| Line 104: | Line 108: | ||
== Manufacturing == | == Manufacturing == | ||
| + | *[[Orderboard]]<br /> | ||
| + | *[[Delivery Monitor]]<br /> | ||
*[[Asset List]]<br /> | *[[Asset List]]<br /> | ||
| − | *[[ | + | *[[Backflush Report]]<br /> |
*[[Change Insert List]]<br /> | *[[Change Insert List]]<br /> | ||
*[[Change Insert Statuses]]<br /> | *[[Change Insert Statuses]]<br /> | ||
| − | |||
| − | |||
*[[Job Cards]]<br /> | *[[Job Cards]]<br /> | ||
*[[Job Label Template]]<br /> | *[[Job Label Template]]<br /> | ||
| + | *[[MQS]]<br /> | ||
| + | *[[MQS Stages]]<br /> | ||
| + | *[[Order Issues]]<br /> | ||
| + | *[[Import Data]]<br /> | ||
*[[Print Labels]]<br /> | *[[Print Labels]]<br /> | ||
*[[Stock List]]<br /> | *[[Stock List]]<br /> | ||
| Line 122: | Line 130: | ||
*[[Import Subscribers]]<br /> | *[[Import Subscribers]]<br /> | ||
*[[Subscribers]] | *[[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 == | ||
| Line 136: | Line 153: | ||
*[[Holiday Calendar]]<br /> | *[[Holiday Calendar]]<br /> | ||
*[[My Account]]<br /> | *[[My Account]]<br /> | ||
| + | *[[My Targets]]<br /> | ||
*[[User Accounts]]<br /> | *[[User Accounts]]<br /> | ||
**[[Permissions]]<br /> | **[[Permissions]]<br /> | ||
| Line 152: | Line 170: | ||
*[[Project Management]]<br /> | *[[Project Management]]<br /> | ||
| + | *[[Stage Options]]<br /> | ||
| + | *[[Stages]]<br /> | ||
*[[View Project]] | *[[View Project]] | ||
| Line 160: | Line 180: | ||
**[[Goods In Booking]]<br /> | **[[Goods In Booking]]<br /> | ||
**[[View Purchase Order]]<br /> | **[[View Purchase Order]]<br /> | ||
| + | *[[Budget Maintenance]]<br /> | ||
*[[Goods Received not Invoiced Report]]<br /> | *[[Goods Received not Invoiced Report]]<br /> | ||
*[[Packaging Order]]<br /> | *[[Packaging Order]]<br /> | ||
| Line 180: | Line 201: | ||
*[[Clocking In/Out]]<br /> | *[[Clocking In/Out]]<br /> | ||
*[[In/Out Status]]<br /> | *[[In/Out Status]]<br /> | ||
| + | *[[Customers not Ordered in a Certain Period]]<br /> | ||
*[[Manual Labels List]]<br /> | *[[Manual Labels List]]<br /> | ||
*[[Packing Report]]<br /> | *[[Packing Report]]<br /> | ||
| Line 212: | Line 234: | ||
*[[Created Orders List]]<br /> | *[[Created Orders List]]<br /> | ||
*[[Credit Hold Orders]]<br /> | *[[Credit Hold Orders]]<br /> | ||
| + | *[[Customer Order Requirements**]]<br /> | ||
*[[Customer Product Group Report]]<br /> | *[[Customer Product Group Report]]<br /> | ||
*[[Daily Order Report]]<br /> | *[[Daily Order Report]]<br /> | ||
| Line 217: | Line 240: | ||
*[[Discontinued Lines]]<br /> | *[[Discontinued Lines]]<br /> | ||
*[[On Hold Orders]]<br /> | *[[On Hold Orders]]<br /> | ||
| + | *[[On Time In Full Report]]<br /> | ||
*[[Order List Report]]<br /> | *[[Order List Report]]<br /> | ||
*[[Order Groups]]<br /> | *[[Order Groups]]<br /> | ||
*[[Orders by Customer Group]]<br /> | *[[Orders by Customer Group]]<br /> | ||
| + | *[[Orders by Operator]]<br /> | ||
*[[Outstanding Orders]]<br /> | *[[Outstanding Orders]]<br /> | ||
*[[Part-Ship Orders]]<br /> | *[[Part-Ship Orders]]<br /> | ||
| Line 238: | Line 263: | ||
**[[URLs]] | **[[URLs]] | ||
*[[Amazon Check]]<br /> | *[[Amazon Check]]<br /> | ||
| + | *[[Banned IPs]]<br /> | ||
*[[eBay Pricing]]<br /> | *[[eBay Pricing]]<br /> | ||
*[[Hold Orders Filter]]<br /> | *[[Hold Orders Filter]]<br /> | ||
| Line 249: | Line 275: | ||
**[[Stock Transactions]]<br /> | **[[Stock Transactions]]<br /> | ||
*[[Create Stock (includes Editing Stock)]]<br /> | *[[Create Stock (includes Editing Stock)]]<br /> | ||
| + | *[[Asset Types]]<br /> | ||
*[[Amazon Export]]<br /> | *[[Amazon Export]]<br /> | ||
*[[Approve Reviews]]<br /> | *[[Approve Reviews]]<br /> | ||
| Line 288: | Line 315: | ||
*[[Credit Invoice / Credit]] | *[[Credit Invoice / Credit]] | ||
*[[Direct Returns Report]]<br /> | *[[Direct Returns Report]]<br /> | ||
| + | *[[Export Supplier Contacts]]<br /> | ||
*[[Export Supplier Invoices]]<br /> | *[[Export Supplier Invoices]]<br /> | ||
*[[Export Supplier Stock]]<br /> | *[[Export Supplier Stock]]<br /> | ||
| + | *[[Export Suppliers]]<br /> | ||
*[[Feed Blacklists]]<br /> | *[[Feed Blacklists]]<br /> | ||
*[[Feed Layouts]]<br /> | *[[Feed Layouts]]<br /> | ||
*[[Feed Maintenance]]<br /> | *[[Feed Maintenance]]<br /> | ||
*[[Import Back Orders]]<br /> | *[[Import Back Orders]]<br /> | ||
| + | *[[Import Supplier Contacts]]<br /> | ||
*[[Import Supplier Stock]]<br /> | *[[Import Supplier Stock]]<br /> | ||
| + | *[[Import Suppliers]]<br /> | ||
*[[Process Back Order Cancellations]]<br /> | *[[Process Back Order Cancellations]]<br /> | ||
*[[Purchase History]]<br /> | *[[Purchase History]]<br /> | ||
| Line 300: | Line 331: | ||
*[[Supplier Contact Management]]<br /> | *[[Supplier Contact Management]]<br /> | ||
*[[Suppliers Stock Report]] | *[[Suppliers Stock Report]] | ||
| + | |||
| + | == Training == | ||
| + | |||
| + | *[[Matrix]]<br /> | ||
| + | *[[Departments]]<br /> | ||
| + | *[[e-learning Slides]]<br /> | ||
| + | *[[e-Learning Tests]]<br /> | ||
| + | *[[Objectives]]<br /> | ||
| + | *[[Statuses]]<br /> | ||
== Wallboards == | == Wallboards == | ||
| Line 307: | Line 347: | ||
*[[Quotes Wallboard|Quotes]]<br /> | *[[Quotes Wallboard|Quotes]]<br /> | ||
*[[Sales Wallboard|Sales]]<br /> | *[[Sales Wallboard|Sales]]<br /> | ||
| + | *[[NCRs]]<br /> | ||
*[[Cases Wallboard|Cases]] | *[[Cases Wallboard|Cases]] | ||
| Line 312: | Line 353: | ||
*[[Adjust Stock]]<br /> | *[[Adjust Stock]]<br /> | ||
| + | *[[Adjustment Report]]<br /> | ||
*[[Committed Label]]<br /> | *[[Committed Label]]<br /> | ||
| + | *[[Export Locations]]<br /> | ||
*[[Export Stock Levels]]<br /> | *[[Export Stock Levels]]<br /> | ||
*[[Full Stock Take]]<br /> | *[[Full Stock Take]]<br /> | ||
| + | *[[Import Locations]]<br /> | ||
*[[Import Stock Adjustments by CSV]]<br /> | *[[Import Stock Adjustments by CSV]]<br /> | ||
*[[Lookup Stock]]<br /> | *[[Lookup Stock]]<br /> | ||
| Line 324: | Line 368: | ||
*[[Restricted Requirements]]<br /> | *[[Restricted Requirements]]<br /> | ||
*[[Stock Bin Report]]<br /> | *[[Stock Bin Report]]<br /> | ||
| − | *[[Stock Movement Report]] | + | *[[Stock Movement Report]]<br /> |
| + | *[[View Pick Sheet]] | ||
Latest revision as of 15:15, 23 January 2025
Contents
- 1 My Dashboard
- 2 Favourites
- 3 Accounting
- 4 Administration
- 5 Bookings
- 6 CRM
- 7 Customers
- 8 Deliveries
- 9 Manufacturing
- 10 Marketing
- 11 NCRs
- 12 Part Finder
- 13 Personnel
- 14 Point of Sale
- 15 Projects
- 16 Purchasing
- 17 Quotations
- 18 Reports
- 19 Returns & Shorts
- 20 Sales Orders
- 21 Site Maintenance
- 22 Stock
- 23 Suppliers
- 24 Training
- 25 Wallboards
- 26 Warehouse
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
- 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
Personnel
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
