User Guide
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Contents
Cases
Customers
- List Customers
- Create Customer
- 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
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
