Difference between revisions of "User Guide"

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(Created list of links and made them into links.)
m (Added NCRs to Cases Section)
 
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__NOTOC__
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== My Dashboard ==
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=== Customer Accounts ===
 
  
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[[Create a Customer Account|Create a Customer Account]]<br />
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*[[My Dashboard]]<br />
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[[Modify a Customer Account|Modify a Customer Account]]
 
  
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=== Orders ===
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== Accounting ==
  
−
[[Place / Create An Order|Place / Create An Order]]<br />
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*[[Bank Accounts]]<br />
−
[[Modify An Order|Modify An Order]]<br />
+
**[[Transactions]]<br />
−
[[Look Up An Order|Look Up An Order]]
+
*[[Budgets and Targets]]<br />
 +
*[[Consolidate Invoices]]<br />
 +
*[[Credit Requirements]]<br />
 +
*[[Currencies]]<br />
 +
*[[Customer Invoice Report]]<br />
 +
*[[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]]<br />
  
−
=== Returns ===
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== Administration ==
  
−
[[Create a Return|Create a Return]]<br />
+
*[[Automated Schedule]]<br />
−
[[Extend a Return|Extend a Return]]<br />
+
*[[Category Cleansing]]<br />
−
[[Receive a Return|Receive a Return]]
+
*[[Data Progress]]<br />
 +
*[[Manual Data Matching]]<br />
 +
*[[Reset Delivery Notes]]<br />
 +
*[[System Settings]]
  
−
=== Stock Records ===
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== Cases/NCRs ==
  
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[[Create a Stock Record|Create a Stock Record]]<br />
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*[[Case Monitor]]<br />
−
[[Edit a Stock Record|Edit a Stock Record]]<br />
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*[[Create Case]]<br />
−
[[Look Up a Stock Record|Look Up a Stock Record]]
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*[[Manage Imports]]<br />
 +
*[[Manage Responses]]<br />
 +
*[[Manage Rules]]<br />
 +
*[[Manage Types]]<br />
 +
*[[Cases Report]]
 +
 
 +
== CRM ==
 +
 
 +
*[[Call Monitor]]<br />
 +
*[[Analysis Report]]<br />
 +
*[[Assign Sectors]]<br />
 +
*[[Call Back Report]]<br />
 +
*[[Call Management]]<br />
 +
*[[Create customer]]<br />
 +
*[[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 ==
 +
 
 +
*[[List Customers]]<br />
 +
**[[Statement]]<br />
 +
*[[Create / Edit Customer]]<br />
 +
**[[Address Management]]<br />
 +
**[[Contact Management]]<br />
 +
**[[Take Payment]]<br />
 +
**[[Asset Attributes]]<br />
 +
*[[Below Cost Pricing Report]]<br />
 +
*[[Bulk Rep Change]]<br />
 +
*[[Categories]]<br />
 +
*[[Create Invoice/Credit]]<br />
 +
*[[Credit Accounts Report]]<br />
 +
*[[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 ==
 +
 
 +
*[[Delivery Monitor]]<br />
 +
*[[Additional Labels]]<br />
 +
*[[Batch List]]<br />
 +
*[[Change Delivery Note Details]]<br />
 +
*[[Delivery Countries]]<br />
 +
*[[Delivery Methods]]<br />
 +
**[[Create Delivery Method]]<br />
 +
**[[Van Route Maintenance]]<br />
 +
**[[Van Route Area Maintenance]]<br />
 +
*[[Re-Print Labels]]<br />
 +
*[[Reprocess Delivery Note]]<br />
 +
*[[Ship Ahead All Commercial Orders]]
 +
 
 +
== Manufacturing ==
 +
*[[Asset List]]<br />
 +
*[[Orderboard]]<br />
 +
*[[Change Insert List]]<br />
 +
*[[Change Insert Statuses]]<br />
 +
*[[Delivery Monitor]]<br />
 +
*[[Import Data]]<br />
 +
*[[Job Cards]]<br />
 +
*[[Job Label Template]]<br />
 +
*[[Print Labels]]<br />
 +
*[[Stock List]]<br />
 +
*[[Tool List]]<br />
 +
*[[Tool Statuses]]
 +
 
 +
== Marketing ==
 +
*[[Campaigns]]<br />
 +
*[[Marketing Groups|Groups]]<br />
 +
*[[Import Subscribers]]<br />
 +
*[[Subscribers]]
 +
 
 +
== Part Finder ==
 +
*[[Import Parts]]<br />
 +
*[[List Parts]]<br />
 +
*[[Manual Verification]]<br />
 +
*[[Part Alternatives]]<br />
 +
*[[Setup Auto-Matching]]
 +
 
 +
== Personnel ==
 +
 
 +
*[[Change Password]]<br />
 +
*[[Dashboards]]<br />
 +
*[[Holiday Calendar]]<br />
 +
*[[My Account]]<br />
 +
*[[User Accounts]]<br />
 +
**[[Permissions]]<br />
 +
**[[Set Targets]]<br />
 +
*[[User Groups]]
 +
 
 +
== Point of Sale ==
 +
 
 +
*[[End of Day]]<br />
 +
*[[Find Order]]<br />
 +
*[[Manage Tills]]<br />
 +
*[[Point of Sale]]<br />
 +
*[[Till Summary]]
 +
 
 +
== Projects ==
 +
 
 +
*[[Project Management]]<br />
 +
*[[View Project]]
 +
 
 +
== Purchasing ==
 +
 
 +
*[[List Orders]]<br />
 +
**[[Cancel Purchase Order]]<br />
 +
**[[Goods In Booking]]<br />
 +
**[[View Purchase Order]]<br />
 +
*[[Goods Received not Invoiced Report]]<br />
 +
*[[Packaging Order]]<br />
 +
*[[Purchase Monitor]]<br />
 +
*[[Shopping List]]<br />
 +
*[[Status Maintenance]]
 +
 
 +
== Quotations ==
 +
 
 +
*[[Conversions Report]]<br />
 +
*[[Create Quote]]<br />
 +
*[[List Quotes]]<br />
 +
**[[Cancel Quote]]<br />
 +
 
 +
== Reports ==
 +
 
 +
*[[Allocated, not Printed Stock]]<br />
 +
*[[Agent Invoice Report]]<br />
 +
*[[Agent Order Report]]<br />
 +
*[[Clocking In/Out]]<br />
 +
*[[In/Out Status]]<br />
 +
*[[Manual Labels List]]<br />
 +
*[[Packing Report]]<br />
 +
*[[Printed, not Scanned Stock]]<br />
 +
*[[Stock History]]
 +
 
 +
== 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 ==
 +
 
 +
*[[List Orders]]<br />
 +
**[[Cancel Order]]<br />
 +
**[[Deliveries]]<br />
 +
*[[Create / Edit Sales Order]]<br />
 +
**[[Take Payment]]<br />
 +
*[[Sales Back Orders|Back Orders]]<br />
 +
*[[Created Orders List]]<br />
 +
*[[Credit Hold Orders]]<br />
 +
*[[Customer Product Group Report]]<br />
 +
*[[Daily Order Report]]<br />
 +
*[[Discount Maintenance]]<br />
 +
*[[Discontinued Lines]]<br />
 +
*[[On Hold Orders]]<br />
 +
*[[Order List Report]]<br />
 +
*[[Order Groups]]<br />
 +
*[[Orders by Customer Group]]<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]]<br />
 +
**[[Blogs]]<br />
 +
**[[Categories]]<br />
 +
**[[Domains]]<br />
 +
**[[Pages]]<br />
 +
**[[URLs]]
 +
*[[Amazon Check]]<br />
 +
*[[eBay Pricing]]<br />
 +
*[[Hold Orders Filter]]<br />
 +
*[[Import Pricing]]<br />
 +
*[[Import Products to Categories]]<br />
 +
*[[Profitability Report]]<br />
 +
 
 +
== Stock ==
 +
 
 +
*[[List Stock]]<br />
 +
**[[Stock Transactions]]<br />
 +
*[[Create Stock (includes Editing Stock)]]<br />
 +
*[[Amazon Export]]<br />
 +
*[[Approve Reviews]]<br />
 +
*[[Attribute Masters]]<br />
 +
*[[Attribute Values]]<br />
 +
*[[Change Specials End Date]]<br />
 +
*[[Data Issues]]<br />
 +
*[[Export Barcodes]]<br />
 +
*[[Export Qty Pricing]]<br />
 +
*[[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 />
 +
*[[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 ==
 +
 
 +
*[[List Suppliers]]<br />
 +
**[[Create / Edit Purchase Order]]<br />
 +
**[[Supplier Price List]]<br />
 +
*[[Create Supplier (includes Edit Supplier)]]<br />
 +
*[[Account Categories]]<br />
 +
*[[Approve Invoices]]<br />
 +
*[[Supplier Back Orders|Back Orders]]<br />
 +
*[[Back Orders not Required]]<br />
 +
*[[Cost Difference Report]]<br />
 +
*[[Credit Invoice / Credit]]
 +
*[[Direct Returns Report]]<br />
 +
*[[Export Supplier Invoices]]<br />
 +
*[[Export Supplier Stock]]<br />
 +
*[[Feed Blacklists]]<br />
 +
*[[Feed Layouts]]<br />
 +
*[[Feed Maintenance]]<br />
 +
*[[Import Back Orders]]<br />
 +
*[[Import Supplier Stock]]<br />
 +
*[[Process Back Order Cancellations]]<br />
 +
*[[Purchase History]]<br />
 +
*[[Purchase Order Report]]<br />
 +
*[[Supplier Contact Management]]<br />
 +
*[[Suppliers Stock Report]]
 +
 
 +
== Wallboards ==
 +
 
 +
*[[Packing Wallboard|Packing]]<br />
 +
*[[Profit Wallboard|Profit]]<br />
 +
*[[Quotes Wallboard|Quotes]]<br />
 +
*[[Sales Wallboard|Sales]]<br />
 +
*[[Cases Wallboard|Cases]]
 +
 
 +
== Warehouse ==
 +
 
 +
*[[Adjust Stock]]<br />
 +
*[[Committed Label]]<br />
 +
*[[Export Stock Levels]]<br />
 +
*[[Full Stock Take]]<br />
 +
*[[Import Stock Adjustments by CSV]]<br />
 +
*[[Lookup Stock]]<br />
 +
*[[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]]

Latest revision as of 17:15, 8 February 2024

My Dashboard

Accounting

Administration

Cases/NCRs

CRM

Customers

Deliveries

Manufacturing

Marketing

Part Finder

Personnel

Point of Sale

Projects

Purchasing

Quotations

Reports

Returns & Shorts

Sales Orders

Site Maintenance

Stock

Suppliers

Wallboards

Warehouse

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