Create Quotes & Estimates
Creating Quotes and Estimates Step One Go to “Customer Service” and click on “Customer Management” Step Two Select the customer from the Partner list. Step Three Create new “Quote” ⦁ Click on New in the “Documents” tab. Step Four Edit the “Order Header” information. ⦁ Enter the required fields. Fields marked with red are mandatory […]
Creating Partners
Step 1 Go to “Customer Service” module and select “Customer Management” Step 2: Click on the “+” icon to create a new partner.. Step 3: Fill in the required fields A. Details ⦁ Fields marked in red are mandatory.⦁ First Name and Last Name will be auto-filled after entering the “Full Name” B. More Select […]
Creating a new Opportunity
Step One Create a new Opportunity⦁ Opportunities can be generated from Lead Management Details Screen by clicking on “Opportunity”. Step Two These can also be created from the “Opportunities” tab in “Lead Management” or “Customer Management”. Step Three Enter the required information under “Details”⦁ “Deal Name” is auto-filled with the Lead/Customer Name.⦁ Enter the estimated […]
Creating a new Lead
Step One Go to Lead Management⦁ Lead management can be accessed through the “Sales Dashboard” by clicking on “Lead Management”. Step Two It can also be accessed by going to the main menu and selecting “Customer Service” and then clicking on “Lead Management”. Step Three Create new Lead.⦁ Click on the “+” icon to create […]
Adding Contacts
Step 1: Go to customer management⦁ Select a customer account Click on contacts ⦁ Click on the “+” icon to create a new contact Step 2: ⦁ Proceed to add “First Name”, “Last Name”, “Telephone” and “E-mail”.⦁ You can also select the default “Salutation” for the contact and fill in additional fields like “Position”, “Cellphone” […]
Adding Addresses
Step 1: Go to customer management⦁ Select a customer account Click on “Addresses”⦁ Click on the “+” icon to create a new address Fields marked in red are mandatory. Step 2: Fill in the fields.⦁ Proceed to add “Address 1”, “City”, “State/Prov.”, “ZIP/PC”.⦁ You can also set the name of the address like the example […]
Manage Invoices
After an invoiced is generated, it is possible to view and manage these in the “Manage Invoice” module. Manage Invoices Search for specific invoices by using the “Filter By” function. Set the parameters and click on the search button. Search and filter Invoices Management Modules Export invoice to accounting system. View Invoice Deposits. Send invoice […]
Creating Invoices
Invoices can be generated after an order has been shipped or after it’s been added to a shipping manifest, according to company preferences from the confirmed order order area, or from the ready to invicer area. Generating an invoice from a confirmed order Step One Select the order you would like to invoice and click […]
Accounts Receivable
Step One The accounts receivable module allows the user to view and manage Aged invoices, view and record payments, deposits, credit, and debit notes. To access the accounts receivable module go to “A/R Management” and click on “Accounts Receivable”. Step Two View and Manage Invoices, Payments, Credit Notes, Debit Notes and Deposits. Step Three Filter by […]