Difference between revisions of "User Guide"
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(Added Site Maintenance, Updated and A-Z up to "Customers".) |
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| + | == My Dashboard == | ||
| + | |||
| + | *[[My Dashboard|My Dashboard]]<br /> | ||
| + | |||
| + | == Accounting == | ||
| + | |||
| + | *[[Bank Accounts|Bank Accounts]]<br /> | ||
| + | *[[Consolidate Invoices|Consolidate Invoices]]<br /> | ||
| + | *[[Create Invoice/Credit|Create Invoice/Credit]]<br /> | ||
| + | *[[Currencies|Currencies]]<br /> | ||
| + | *[[Customer Invoice Report|Customer Invoice Report]]<br /> | ||
| + | *[[Deliver Invoices|Deliver Invoices]]<br /> | ||
| + | *[[Invoice Monitor|Invoice Monitor]]<br /> | ||
| + | *[[Payment Methods|Payment Methods]]<br /> | ||
| + | *[[Quickbooks Invoice Export|Quickbooks Invoice Export]]<br /> | ||
| + | *[[Sage Invoice Export|Sage Invoice Export]]<br /> | ||
| + | *[[Sales/Purchase Codes|Sales/Purchase Codes]]<br /> | ||
| + | *[[VAT Rates|VAT Rates]]<br /> | ||
| + | |||
| + | == Administration == | ||
| + | |||
| + | *[[Automated Schedule|Automated Schedule]]<br /> | ||
| + | *[[Category Cleansing|Category Cleansing]]<br /> | ||
| + | *[[Data Progress|Data Progress]]<br /> | ||
| + | *[[Manual Data Matching|Manual Data Matching]]<br /> | ||
| + | *[[Reset Delivery Notes|Reset Delivery Notes]]<br /> | ||
| + | *[[System Settings|System Settings]] | ||
| + | |||
== Cases == | == Cases == | ||
*[[Case Monitor|Case Monitor]]<br /> | *[[Case Monitor|Case Monitor]]<br /> | ||
| − | *[[ | + | *[[Cases Report|Cases Report]]<br /> |
| − | *[[ | + | *[[Create Case|Create Case]]<br /> |
*[[Manage Imports|Manage Imports]]<br /> | *[[Manage Imports|Manage Imports]]<br /> | ||
*[[Manage Rules|Manage Rules]]<br /> | *[[Manage Rules|Manage Rules]]<br /> | ||
| − | *[[ | + | *[[Manage Types|Manage Types]] |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
== CRM == | == CRM == | ||
*[[Call Monitor|Call Monitor]]<br /> | *[[Call Monitor|Call Monitor]]<br /> | ||
| + | *[[Analysis Report|Analysis Report]]<br /> | ||
| + | *[[Assign Sectors|Assign Sectors]]<br /> | ||
| + | *[[Call Back Report|Call Back Report]]<br /> | ||
*[[Call Management|Call Management]]<br /> | *[[Call Management|Call Management]]<br /> | ||
*[[Create Customer|Create Customer]]<br /> | *[[Create Customer|Create Customer]]<br /> | ||
*[[Create Project|Create Project]]<br /> | *[[Create Project|Create Project]]<br /> | ||
| + | *[[Custom Questions|Custom Questions]]<br /> | ||
*[[Find Prospects|Find Prospects]]<br /> | *[[Find Prospects|Find Prospects]]<br /> | ||
*[[My Customers|My Customers]]<br /> | *[[My Customers|My Customers]]<br /> | ||
*[[My Leads|My Leads]]<br /> | *[[My Leads|My Leads]]<br /> | ||
| − | *[[ | + | *[[My Prospects|My Prospects]]<br /> |
| − | *[[ | + | *[[Not Ordered SKU for x months|Not Ordered SKU for x months]]<br /> |
*[[Product Group not Ordered|Product Group not Ordered]]<br /> | *[[Product Group not Ordered|Product Group not Ordered]]<br /> | ||
*[[Products Purchased|Products Purchased]]<br /> | *[[Products Purchased|Products Purchased]]<br /> | ||
| − | *[[ | + | *[[Sales by Product Group|Sales by Product Group]] |
| − | *[[ | + | |
| − | *[[ | + | == Customers == |
| + | |||
| + | *[[List Customers|List Customers]]<br /> | ||
| + | *[[Create Customer|Create Customer]]<br /> | ||
| + | *[[Asset Types|Asset Types]]<br /> | ||
| + | *[[Below Cost Pricing Report|Below Cost Pricing Report]]<br /> | ||
| + | *[[Bulk Rep Change|Bulk Rep Change]]<br /> | ||
| + | *[[Categories|Categories]]<br /> | ||
| + | *[[Credit Accounts Report|Credit Accounts Report]]<br /> | ||
| + | *[[Export All Customers|Export All Customers]]<br /> | ||
| + | *[[Export Business Customers|Export Business Customers]]<br /> | ||
| + | *[[Export Category Pricing|Export Category Pricing]]<br /> | ||
| + | *[[Import Category Pricing|Import Category Pricing]]<br /> | ||
| + | *[[Import Customer Pricing|Import Customer Pricing]]<br /> | ||
| + | *[[Import Uplifts|Import Uplifts]]<br /> | ||
| + | *[[On Hold Report|On Hold Report]] | ||
| + | |||
| + | == Deliveries == | ||
| + | |||
| + | *[[Delivery Monitor|Delivery Monitor]]<br /> | ||
| + | *[[Change Delivery Note Details|Change Delivery Note Details]]<br /> | ||
| + | *[[Batch List|Batch List]] | ||
== Suppliers == | == Suppliers == | ||
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*[[Lookup Stock|Lookup Stock]]<br /> | *[[Lookup Stock|Lookup Stock]]<br /> | ||
*[[Stock Bin Report|Stock Bin Report]] | *[[Stock Bin Report|Stock Bin Report]] | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
== Personnel == | == Personnel == | ||
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*[[Sales|Sales]] | *[[Sales|Sales]] | ||
| + | |||
| + | == Site Maintenance == | ||
| + | |||
| + | *[[eBay Pricing|eBay Pricing]]<br /> | ||
| + | *[[Export Amazon Min/Max|Export Amazon Min/Max]]<br /> | ||
| + | *[[Export onBuy Stock|Export onBuy Stock]]<br /> | ||
| + | *[[Export Shopblocks Stock|Export Shopblocks Stock]]<br /> | ||
| + | *[[Hold Orders Filter|Hold Orders Filter]]<br /> | ||
| + | *[[Import Amazon Orders|Import Amazon Orders]]<br /> | ||
| + | *[[Import Pricing|Import Pricing]]<br /> | ||
| + | *[[Profitability Report|Profitability Report]]<br /> | ||
| + | *[[Site Maintenance|Site Maintenance]] | ||
Revision as of 10:35, 7 January 2021
Contents
My Dashboard
Accounting
- Bank Accounts
- Consolidate Invoices
- Create Invoice/Credit
- Currencies
- Customer Invoice Report
- Deliver Invoices
- Invoice Monitor
- 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
CRM
- Call Monitor
- Analysis Report
- Assign Sectors
- Call Back Report
- Call Management
- Create Customer
- Create Project
- 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 Customer
- Asset Types
- Below Cost Pricing Report
- Bulk Rep Change
- Categories
- Credit Accounts Report
- Export All Customers
- Export Business Customers
- Export Category Pricing
- Import Category Pricing
- Import Customer Pricing
- Import Uplifts
- On Hold Report
Deliveries
Suppliers
Sales Orders
- Create
- List
- Back Orders
- Outstanding Orders
- On Hold Orders
- Credit Hold Orders
- Customer Product Group Report
- Sales Units by Product Group Report
- Discontinued Lines
- Products Purchased
- Discount Maintenance
