User Guide

Cases

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

Customers

• Create
  
• List
  
• Import Customer Pricing
  
• On Hold Report
  
• Credit Accounts Report
  
• Below Cost Pricing Report

CRM

• Call Monitor
  
• Call Management
  
• Create Customer
  
• Create Project
  
• Find Prospects
  
• My Customers
  
• My Leads
  
• Custom Questions
  
• Sales by Product Group
  
• Product Group not Ordered
  
• Products Purchased
  
• Analysis Report
  
• Not Ordered SKU for x months
  
• Call Back Report

Suppliers

• List
  
• Create
  
• Suppliers Stock Report
  
• Back Orders
  
• Back Orders not Required
  
• Purchase History

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

Returns & Shorts

• Create Return
  
• List Returns
  
• Process Customer Returns
  
• Supplier Returns Report

Quotations

• Create
  
• List
  
• Conversions Report

Purchasing

• Order Monitor
  
• List Orders

Reports

• Printed
  
• Allocated
  
• Stock History

Stock

• Create
  
• List

Warehouse

• Lookup Stock
  
• Stock Bin Report

Deliveries

• Delivery Monitor
  
• Change Delivery Note Details
  
• Batch List

Personnel

• Change Password
  
• My Account

Wallboards

• Sales