Difference between revisions of "User Guide"

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m (Protected "Team Members User Guide" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite)))
(Complete re-write to meet Nath's design plan.)
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__NOTOC__
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== Cases ==
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=== Customer Accounts ===
 
  
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[[Create a Customer Account|Create a Customer Account]]<br />
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*[[Case Monitor|Case Monitor]]<br />
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[[Modify a Customer Account|Modify a Customer Account]]
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*[[Create|Create]]<br />
 +
*[[Manage Types|Manage Types]]<br />
 +
*[[Manage Imports|Manage Imports]]<br />
 +
*[[Manage Rules|Manage Rules]]<br />
 +
*[[Cases Report|Cases Report]]
  
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=== Orders ===
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== Customers ==
  
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[[Place / Create An Order|Place / Create An Order]]<br />
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*[[Create|Create]]<br />
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[[Modify An Order|Modify An Order]]<br />
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*[[List|List]]<br />
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[[Look Up An Order|Look Up An Order]]
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*[[Import Customer Pricing|Import Customer Pricing]]<br />
 +
*[[On Hold Report|On Hold Report]]<br />
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*[[Credit Accounts Report|Credit Accounts Report]]<br />
 +
*[[Below Cost Pricing Report|Below Cost Pricing Report]]
  
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=== Returns ===
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== CRM ==
  
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[[Create a Return|Create a Return]]<br />
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*[[Call Monitor|Call Monitor]]<br />
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[[Extend a Return|Extend a Return]]<br />
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*[[Call Management|Call Management]]<br />
−
[[Receive a Return|Receive a Return]]
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*[[Create Customer|Create Customer]]<br />
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*[[Create Project|Create Project]]<br />
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*[[Find Prospects|Find Prospects]]<br />
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*[[My Customers|My Customers]]<br />
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*[[My Leads|My Leads]]<br />
 +
*[[Custom Questions|Custom Questions]]<br />
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*[[Sales by Product Group|Sales by Product Group]]<br />
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*[[Product Group not Ordered|Product Group not Ordered]]<br />
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*[[Products Purchased|Products Purchased]]<br />
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*[[Analysis Report|Analysis Report]]<br />
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*[[Not Ordered SKU for x months|Not Ordered SKU for x months]]<br />
 +
*[[Call Back Report|Call Back Report]]
  
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=== Stock Records ===
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== Suppliers ==
  
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[[Create a Stock Record|Create a Stock Record]]<br />
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*[[List|List]]<br />
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[[Edit a Stock Record|Edit a Stock Record]]<br />
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*[[Create|Create]]<br />
−
[[Look Up a Stock Record|Look Up a Stock Record]]
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*[[Suppliers Stock Report|Suppliers Stock Report]]<br />
 +
*[[Back Orders|Back Orders]]<br />
 +
*[[Back Orders not Required|Back Orders not Required]]<br />
 +
*[[Purchase History|Purchase History]]
 +
 
 +
== Sales Orders ==
 +
 
 +
*[[Create|Create]]<br />
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*[[List|List]]<br />
 +
*[[Back Orders|Back Orders]]<br />
 +
*[[Outstanding Orders|Outstanding Orders]]<br />
 +
*[[On Hold Orders|On Hold Orders]]<br />
 +
*[[Credit Hold Orders|Credit Hold Orders]]<br />
 +
*[[Customer Product Group Report|Customer Product Group Report]]<br />
 +
*[[Sales Units by Product Group Report|Sales Units by Product Group Report]]<br />
 +
*[[Discontinued Lines|Discontinued Lines]]<br />
 +
*[[Products Purchased|Products Purchased]]
 +
 
 +
== Returns & Shorts ==
 +
 
 +
*[[Create Return|Create Return]]<br />
 +
*[[List Returns|List Returns]]<br />
 +
*[[Process Customer Returns|Process Customer Returns]]<br />
 +
*[[Supplier Returns Report|Supplier Returns Report]]
 +
 
 +
== Quotations ==
 +
 
 +
*[[Create|Create]]<br />
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*[[List|List]]<br />
 +
*[[Conversions Report|Conversions Report]]
 +
 
 +
== Purchasing ==
 +
 
 +
*[[Order Monitor|Order Monitor]]<br />
 +
*[[List Orders|List Orders]]
 +
 
 +
== Reports ==
 +
 
 +
*[[Printed, not Scanned Stock|Printed]]<br />
 +
*[[Allocated, not Printed Stock|Allocated]]<br />
 +
*[[Stock History|Stock History]]
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 +
== Stock ==
 +
 
 +
*[[Create|Create]]<br />
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*[[List|List]]
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 +
== Warehouse ==
 +
 
 +
*[[Lookup Stock|Lookup Stock]]<br />
 +
*[[Stock Bin Report|Stock Bin Report]]
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 +
== Deliveries ==
 +
 
 +
*[[Delivery Monitor|Delivery Monitor]]<br />
 +
*[[Change Delivery Note Details|Change Delivery Note Details]]<br />
 +
*[[Batch List|Batch List]]
 +
 
 +
== Personnel ==
 +
 
 +
*[[Change Password|Change Password]]<br />
 +
*[[My Account|My Account]]
 +
 
 +
== Wallboards ==
 +
 
 +
*[[Sales|Sales]]

Revision as of 18:04, 9 June 2020

Cases

Customers

CRM

Suppliers

Sales Orders

Returns & Shorts

Quotations

Purchasing

Reports

Stock

Warehouse

Deliveries

Personnel

Wallboards

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