User Guide: Difference between revisions

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Bureaucrats, Interface administrators, Administrators
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== Cases ==
== My Dashboard ==


*[[Case Monitor|Case Monitor]]<br />
*[[My Dashboard]]<br />
*[[Create|Create]]<br />
 
*[[Manage Types|Manage Types]]<br />
== Favourites ==
*[[Manage Imports|Manage Imports]]<br />
 
*[[Manage Rules|Manage Rules]]<br />
*[[Add to Favourites]]<br />
*[[Cases Report|Cases Report]]
*[[Manage Favourites]]
*[[Remove From Favourites]]
 
== Accounting ==
 
*[[Bank Accounts]]<br />
**[[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]]
 
== Administration ==
 
*[[Automated Schedule]]<br />
*[[Category Cleansing]]<br />
*[[Custom Scripts]]<br />
*[[Data Progress]]<br />
*[[Manual Data Matching]]<br />
*[[Reset Delivery Notes]]<br />
*[[System Reset]]<br />
*[[System Settings]]<br />
*[[Translations]]
 
== Bookings ==
 
*[[Bookings Monitor]]<br />
*[[Create Booking]]
 
== 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|Create]]<br />
*[[List Customers]]<br />
*[[List|List]]<br />
**[[Statement]]<br />
*[[Import Customer Pricing|Import Customer Pricing]]<br />
*[[Create / Edit Customer]]<br />
*[[On Hold Report|On Hold Report]]<br />
**[[Address Management]]<br />
*[[Credit Accounts Report|Credit Accounts Report]]<br />
**[[Contact Management]]<br />
*[[Below Cost Pricing Report|Below Cost Pricing Report]]
**[[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]]


== CRM ==
== 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 ==
*[[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]]


*[[Call Monitor|Call Monitor]]<br />
== Marketing ==
*[[Call Management|Call Management]]<br />
*[[Campaigns]]<br />
*[[Create Customer|Create Customer]]<br />
*[[Marketing Groups|Groups]]<br />
*[[Create Project|Create Project]]<br />
*[[Import Subscribers]]<br />
*[[Find Prospects|Find Prospects]]<br />
*[[Subscribers]]
*[[My Customers|My Customers]]<br />
== NCRs ==
*[[My Leads|My Leads]]<br />
*[[Custom Questions|Custom Questions]]<br />
*[[Sales by Product Group|Sales by Product Group]]<br />
*[[Product Group not Ordered|Product Group not Ordered]]<br />
*[[Products Purchased|Products Purchased]]<br />
*[[Analysis Report|Analysis Report]]<br />
*[[Not Ordered SKU for x months|Not Ordered SKU for x months]]<br />
*[[Call Back Report|Call Back Report]]


== Suppliers ==
*[[Case Monitor]]<br />
*[[Create Case]]<br />
*[[Manage Imports]]<br />
*[[Manage Responses]]<br />
*[[Manage Rules]]<br />
*[[Manage Types]]<br />
*[[Cases Report]]


*[[List|List]]<br />
== Part Finder ==
*[[Create|Create]]<br />
*[[Import Parts]]<br />
*[[Suppliers Stock Report|Suppliers Stock Report]]<br />
*[[List Parts]]<br />
*[[Back Orders|Back Orders]]<br />
*[[Manual Verification]]<br />
*[[Back Orders not Required|Back Orders not Required]]<br />
*[[Part Alternatives]]<br />
*[[Purchase History|Purchase History]]
*[[Setup Auto-Matching]]


== Sales Orders ==
== Human Resources ==


*[[Create|Create]]<br />
*[[Change Password]]<br />
*[[List|List]]<br />
*[[Dashboards]]<br />
*[[Back Orders|Back Orders]]<br />
*[[Holiday Calendar]]<br />
*[[Outstanding Orders|Outstanding Orders]]<br />
*[[My Account]]<br />
*[[On Hold Orders|On Hold Orders]]<br />
*[[User Accounts]]<br />
*[[Credit Hold Orders|Credit Hold Orders]]<br />
**[[Permissions]]<br />
*[[Customer Product Group Report|Customer Product Group Report]]<br />
**[[Set Targets]]<br />
*[[Sales Units by Product Group Report|Sales Units by Product Group Report]]<br />
*[[User Groups]]
*[[Discontinued Lines|Discontinued Lines]]<br />
*[[Clocking in/out]]
*[[Products Purchased|Products Purchased]]


== Returns & Shorts ==
== Point of Sale ==


*[[Create Return|Create Return]]<br />
*[[End of Day]]<br />
*[[List Returns|List Returns]]<br />
*[[Find Order]]<br />
*[[Process Customer Returns|Process Customer Returns]]<br />
*[[Manage Tills]]<br />
*[[Supplier Returns Report|Supplier Returns Report]]
*[[Point of Sale]]<br />
*[[Till Summary]]


== Quotations ==
== Projects ==


*[[Create|Create]]<br />
*[[Project Management]]<br />
*[[List|List]]<br />
*[[Stage Options]]<br />
*[[Conversions Report|Conversions Report]]
*[[Stages]]<br />
*[[View Project]]


== Purchasing ==
== Purchasing ==


*[[Order Monitor|Order Monitor]]<br />
*[[List Orders]]<br />
*[[List Orders|List Orders]]
**[[Cancel Purchase Order]]<br />
**[[Goods In Booking]]<br />
**[[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 ==
 
*[[Conversions Report]]<br />
*[[Create Quote]]<br />
*[[List Quotes]]<br />
**[[Cancel Quote]]<br />


== Reports ==
== Reports ==


*[[Printed, not Scanned Stock|Printed]]<br />
*[[Allocated, not Printed Stock]]<br />
*[[Allocated, not Printed Stock|Allocated]]<br />
*[[Agent Invoice Report]]<br />
*[[Stock History|Stock History]]
*[[Agent Order Report]]<br />
*[[Clocking In/Out]]<br />
*[[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 ==
 
*[[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 Order Requirements**]]<br />
*[[Customer Product Group Report]]<br />
*[[Daily Order Report]]<br />
*[[Discount Maintenance]]<br />
*[[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 />
*[[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]]<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 ==


*[[Create|Create]]<br />
*[[List Stock]]<br />
*[[List|List]]
**[[Stock Transactions]]<br />
*[[Create Stock (includes Editing Stock)]]<br />
*[[Asset Types]]<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]]


== Warehouse ==
== Suppliers ==


*[[Lookup Stock|Lookup Stock]]<br />
*[[List Suppliers]]<br />
*[[Stock Bin Report|Stock Bin Report]]
**[[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 Contacts]]<br />
*[[Export Supplier Invoices]]<br />
*[[Export Supplier Stock]]<br />
*[[Export Suppliers]]<br />
*[[Feed Blacklists]]<br />
*[[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]]


== Deliveries ==
== Training ==


*[[Delivery Monitor|Delivery Monitor]]<br />
*[[Matrix]]<br />
*[[Change Delivery Note Details|Change Delivery Note Details]]<br />
*[[Departments]]<br />
*[[Batch List|Batch List]]
*[[e-learning Slides]]<br />
*[[e-Learning Tests]]<br />
*[[Objectives]]<br />
*[[Statuses]]<br />


== Personnel ==
== Wallboards ==


*[[Change Password|Change Password]]<br />
*[[Packing Wallboard|Packing]]<br />
*[[My Account|My Account]]
*[[Profit Wallboard|Profit]]<br />
*[[Quotes Wallboard|Quotes]]<br />
*[[Sales Wallboard|Sales]]<br />
*[[NCRs]]<br />
*[[Cases Wallboard|Cases]]


== Wallboards ==
== Warehouse ==


*[[Sales|Sales]]
*[[Adjust Stock]]<br />
*[[Adjustment Report]]<br />
*[[Committed Label]]<br />
*[[Export Locations]]<br />
*[[Export Stock Levels]]<br />
*[[Full Stock Take]]<br />
*[[Import Locations]]<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]]<br />
*[[View Pick Sheet]]

Latest revision as of 13:45, 7 January 2026

My Dashboard

Favourites

Accounting

Administration

Bookings

CRM

Customers

Deliveries

Manufacturing

Marketing

NCRs

Part Finder

Human Resources

Point of Sale

Projects

Purchasing

Quotations

Reports

Returns & Shorts

Sales Orders

Site Maintenance

Stock

Suppliers

Training

Wallboards

Warehouse

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