User Guide

My Dashboard

• My Dashboard
  

Accounting

• Bank Accounts
  
  • Transactions
    
• Budgets and Targets
  
• Consolidate Invoices
  
• Create Invoice/Credit
  
• Credit Requirements
  
• Currencies
  
• Customer Invoice Report
  
• Deliver Invoices
  
• Invoice Monitor
  
• Link Accounting System
  
• Payment Methods
  
• 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

• Case Monitor
  
• Cases Report
  
• Create Case
  
• Manage Imports
  
• Manage Responses
  
• Manage Rules
  
• Manage Types
  
• View Case
  

CRM

• Call Monitor
  
• Analysis Report
  
• Assign Sectors
  
• Call Back Report
  
• Call Management
  
• 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
  
  • Statement
    
• Create / Edit Customer
  
  • Address Management
    
  • Contact Management
    
  • Take Payment
    
• Asset Types
  
  • Asset Attributes
    
• Below Cost Pricing Report
  
• Bulk Rep Change
  
• Categories
  
• Credit Accounts Report
  
• Export All Customers
  
• Export Business Customers
  
• Export Category Pricing
  
• Import Addresses
  
• Import Category Pricing
  
• Import Contacts
  
• Import Customer Delivery Methods from CSV
  
• Import Customer Pricing
  
• Import Uplifts
  
• On Hold Report

Deliveries

• Delivery Monitor
  
• Additional Labels
  
• Batch List
  
• Change Delivery Note Details
  
• Delivery Countries
  
• Delivery Methods
  
  • Create Delivery Method
    
  • Van Route Maintenance
    
  • Van Route Area Maintenance
    
• Re-Print Labels
  
• Reprocess Delivery Note
  
• Ship Ahead All Commercial Orders

Manufacturing

• Orderboard
  
• Import Data
  
• Job Cards
  
• Job Label Template
  
• Print Labels
  
• Stock List
  
• Tool List
  
• Tool Statuses

Marketing

• Campaigns
  
• Groups
  
• Import Subscribers
  
• Subscribers

Part Finder

• List Parts
  
• Manual Verification
  
• Part Alternatives
  
• Setup Auto-Matching

Personnel

• Change Password
  
• Dashboards
  
• My Account
  
• User Accounts
  
  • Set Targets
    
• User Groups

Point of Sale

• End of Day
  
• Find Order
  
• Manage Tills
  
• Point of Sale
  
• Till Summary

Projects

• Project Management
  
• View Project

Purchasing

• Create / Edit Purchase Order
  
  • Importing a CSV file
    
• List Orders
  
  • Cancel Purchase Order
    
  • Goods In Booking
    
  • View Purchase Order
    
• Packaging Order
  
• Purchase Monitor
  
• Shopping List

Quotations

• Conversions Report
  
• Create Quote
  
• List Quotes
  
  • Cancel Quote
    

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
  
  • Cancel Order
    
  • Deliveries
    
• Create / Edit Sales Order
  
  • Take Payment
    
• 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
  
• S/O by Operator
  
• Sales Rep Report
  
• Sales Units by Product Group Report
  
• Special Orders List
  
• Target Report

Site Maintenance

• eBay Pricing
  
• Export Amazon Min/Max
  
• Export onBuy Stock
  
• Hold Orders Filter
  
• Import Amazon Orders
  
• Import Pricing
  
• Profitability Report
  
• Site Maintenance
  
  • Categories
    
  • Domains
    
  • Pages
    
  • URLs

Stock

• List Stock
  
  • Stock Transactions
    
• Create Stock (includes Editing Stock)
  
• Amazon Export
  
• Approve Reviews
  
• Attribute Masters
  
• Attribute Values
  
• Change Specials End Date
  
• Export Barcodes
  
• Export Qty Pricing
  
• Export Stock
  
• Export Pack/BOM Items
  
• Groups
  
• Import Barcodes
  
• Import Reviews
  
• Import Special Pricing
  
• Import Stock
  
• Import Pack/BOM Items
  
• Locations
  
• Stock Forecasting
  
• Stock List
  
• Stock Measurement
  
• Stock Valuation
  
• Types

Suppliers

• List Suppliers
  
  • Supplier Price List
    
• Create Supplier (includes Edit Supplier)
  
• Account Categories
  
• Approve Invoices
  
• Back Orders
  
• Back Orders not Required
  
• Cost Difference Report
  
• Direct Returns Report
  
• Export Supplier Stock
  
• Feed Layouts
  
• Feed Maintenance
  
• Import Back Orders
  
• Import Supplier Stock
  
• Process Back Order Cancellations
  
• Purchase History
  
• Purchase Order Report
  
• Suppliers Stock Report

Wallboards

• Packing
  
• Profit
  
• Quotes
  
• Sales
  
• Cases

Warehouse

• Adjust Stock
  
• Committed Label
  
• Export Stock Levels
  
• Full Stock Take
  
• Import Stock Adjustments by CSV
  
• Lookup Stock
  
• Low Stock Report
  
• Manage Bin Locations
  
• Manual Stock Take
  
• Process Adjustments
  
• Replenish Stock
  
• Stock Bin Report

Misc / How Tos

• How Does The Loyalty Scheme Work?
  
• How Do I setup stock for MRP?