Difference between revisions of "User Guide"
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(Complete re-write to meet Nath's design plan.) |
m (Added NCRs to Cases Section) |
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| − | == | + | == My Dashboard == |
| − | *[[ | + | *[[My Dashboard]]<br /> |
| − | *[[Create | + | |
| − | *[[Manage | + | == Accounting == |
| − | *[[Manage | + | |
| − | *[[Manage Rules | + | *[[Bank Accounts]]<br /> |
| − | *[[Cases Report | + | **[[Transactions]]<br /> |
| + | *[[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 /> | ||
| + | |||
| + | == Administration == | ||
| + | |||
| + | *[[Automated Schedule]]<br /> | ||
| + | *[[Category Cleansing]]<br /> | ||
| + | *[[Data Progress]]<br /> | ||
| + | *[[Manual Data Matching]]<br /> | ||
| + | *[[Reset Delivery Notes]]<br /> | ||
| + | *[[System Settings]] | ||
| + | |||
| + | == Cases/NCRs == | ||
| + | |||
| + | *[[Case Monitor]]<br /> | ||
| + | *[[Create Case]]<br /> | ||
| + | *[[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 == | == Customers == | ||
| − | *[[Create | + | *[[List Customers]]<br /> |
| − | *[[ | + | **[[Statement]]<br /> |
| − | *[[Import | + | *[[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 == | == Purchasing == | ||
| − | *[[Order | + | *[[List Orders]]<br /> |
| − | *[[List | + | **[[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 == | == 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 /> |
| − | *[[Change | + | **[[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 == | == Wallboards == | ||
| − | *[[Sales|Sales]] | + | *[[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
Contents
- 1 My Dashboard
- 2 Accounting
- 3 Administration
- 4 Cases/NCRs
- 5 CRM
- 6 Customers
- 7 Deliveries
- 8 Manufacturing
- 9 Marketing
- 10 Part Finder
- 11 Personnel
- 12 Point of Sale
- 13 Projects
- 14 Purchasing
- 15 Quotations
- 16 Reports
- 17 Returns & Shorts
- 18 Sales Orders
- 19 Site Maintenance
- 20 Stock
- 21 Suppliers
- 22 Wallboards
- 23 Warehouse
My Dashboard
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
- Data Progress
- Manual Data Matching
- Reset Delivery Notes
- System Settings
Cases/NCRs
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
- Asset List
- Orderboard
- Change Insert List
- Change Insert Statuses
- Delivery Monitor
- Import Data
- Job Cards
- Job Label Template
- Print Labels
- Stock List
- Tool List
- Tool Statuses
Marketing
Part Finder
Personnel
Point of Sale
Projects
Purchasing
- List Orders
- 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
- 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 Product Group Report
- Daily Order Report
- Discount Maintenance
- Discontinued Lines
- On Hold Orders
- Order List Report
- Order Groups
- Orders by Customer Group
- 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
- eBay Pricing
- Hold Orders Filter
- Import Pricing
- Import Products to Categories
- Profitability Report
Stock
- List Stock
- Create Stock (includes Editing Stock)
- 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 Invoices
- Export Supplier Stock
- Feed Blacklists
- Feed Layouts
- Feed Maintenance
- Import Back Orders
- Import Supplier Stock
- Process Back Order Cancellations
- Purchase History
- Purchase Order Report
- Supplier Contact Management
- Suppliers Stock Report
