How To Guide

Accepting a stock transfer from another site (Stock Transfer In)

Accepting and processing a sale quote

Accepting and processing an existing service quotation

Adding a card address

Adding a note to a product

Adding multiple products to a sales order or quotes using the extract product button

Adjusting incorrect stock levels using a stock quantity adjustment

Allocations of customer open items

Associating products

Browse, Search and Edit Existing Users

Cancelling a sale order and/or Prepaid Order

Closing an existing contract

Conducting a stocktake using barcode scanners

Conducting a stocktake using batch scanners

Copying prices between products

Correcting incorrect product units and costing using a stock quantity adjustment

Create New User

Creating a contract for a customer and a product category

Creating a contract for a customer type

Creating a contract for a machine

Creating a contract for all customers and all products

Creating a copy of an existing sale order

Creating a new contract

Creating a new customer

Creating a new customer from a sale order

Creating a new customer from a service order

Creating a new machine

Creating a new manufacturer

Creating a new pre-ordered product

Creating a new product

Creating a new service order template

Creating a new supplier

Creating a new transaction from a card

Creating a price book run

Creating a price book run set

Creating a Stock Transfer Out and Transfer In from Sales Order Lines

Creating an contract for a customer and an individual product

Creating an Import for Service Order Call Activities from an existing saved spreadsheet.

Creating multiple sale orders/quotes using Mass Copy

Creating product labels

Deleting or archiving a card

Deleting Products

Editing a Product

Entering a new customer credit

Entering a new customer debit

Entering a new customer payment manually through Customer Transactions

Entering a new customer payment through cards manually

Entering a new sale quote

Entering a new service quotation and accepting the service quote

Entering a new service quotation and accepting the service quote for a non existing customer

Entering a new supplier debit through Supplier Transactions

Entering a new supplier payment through Supplier Transactions

Entering a Supplier Credit through Supplier Transactions

Entering and allocating a Customer Payment through Cards with 'Pay' button

Entering and allocating a Supplier Payment through Cards using 'Pay' button

Entering and processing a sale order

Entering and processing a sale order/shipment for a non stock product and applying manual costing

Entering and processing a Service Order Warranty

Entering and processing a Service Order without Call Activities

Entering and processing a service quote/order/shipment for a non stock product and applying manual costing

Eway Global Payments Integration

Exporting a list of sales back orders

Extracting Products into a stocktake transaction

Finding a card

Generate Operator Code for a User

Generating a return from a service order

Generating a service order from a machine

Generating purchase orders from a service order

Generating purchase orders or drop shipment from a sale order

Generating supplier payments using a supplier payment run

Generating the final stocktake

Handling of Sales Orders Laybys Eway with a deposits and payments against sale orders

Importing a product from the price book

Importing products into a contract

Investigating Stock Allocations

Machine - LastCommunicationDate

Maintaining and Archiving Addresses

Managing National Account Sales for Office Choice

Marking products to be ignored by a catalogue load or other automatic updates

Mass Price Update

Merging products

Moving stock within the warehouse using Stock Location Transfer

Printing product labels in bulk

Reset Password for a User

Restricting Transaction types from a General Ledger Account

Reversing a price book run

Reversing an existing allocation

Reversing an existing customer credit

Reversing an existing customer debit (not from Cards)

Reversing an existing customer payment

Reviewing product changes caused by a catalogue load

Sales Order Payment Terms

Scheduling updates to product pricing using a price change request

Searching for products

Sending a general email batch

Sending an accounts receivable follow up using an email batch

Sending customer invoices using an email batch

Sending customer statements using an email batch via Email and/or SMS

Sending purchase orders using an email batch

Setting customers up for batch invoicing one invoice for the month

Setting customers up for one invoice per order

Setting the Gross Profit percentage on a sale order & Quote

Setting up and using automatic bank reconciliations

Setting up automatic accounts receivable follow-up email and SMS notifications

Setting up automatic catalogue updates from Office Brands

Setting up automatic email of statements

Setting up products as serial number required for sales and/or purchasing

Starting and Ending a stocktake

Transferring stock to another site (Stock Transfer Out)

Updating an existing contract

Updating product details using a price book run

Updating your products and prices from a catalogue (Loading a Catalogue & Loading a Flyer)

Usage of the Preordered product on a new sale

Using card favourite products

Using the Price Calculator

Working with Sales Order Filter