Difference between revisions of "User Guide"
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== CRM == | == CRM == | ||
Revision as of 10:45, 7 October 2021
Contents
- 1 My Dashboard
- 2 Accounting
- 3 Administration
- 4 Cases
- 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
- 24 Misc / How Tos
My Dashboard
Accounting
- Bank Accounts
- 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
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
- Credit Accounts Report
- Export All Customers
- Export Business Customers
- Export Category Pricing
- 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
- Orderboard
- 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
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
- 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
Stock
- List Stock
- 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
- 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
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
- Stock Movement Report
