Training Guide: Customers CRM. Version 001. Training Prerequisite: Basic System Knowledge

Size: px
Start display at page:

Download "Training Guide: Customers CRM. Version 001. Training Prerequisite: Basic System Knowledge"

Transcription

1 Training Guide: Customers CRM Version 001 Training Prerequisite: Basic System Knowledge Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 1

2 Table of Contents Introduction... 3 Adding a customer to i2i... 4 Searching for customers... 5 Search all Customers... 5 Contact List Search... 6 Editing customers... 7 Statements and Reports Search your statements by date range...12 All customers age debt (group list)...12 All customers - Age debt...13 All Customers (Excel)...13 Maintain Territory Names Import Customers and Contacts Letters Delete a Customer Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 2

3 Introduction This document will look into the customer processes of the i2i software. After following all the steps and looking at the examples given, you will know how to add and manage customers within the system. In this document we will use an example, and take it through all the processes in the customer section. You will start to see the advanced CRM capabilities of the i2i software once all of these points have been followed. Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 3

4 Adding a customer to i2i The first thing you re going to do is add a customer. The option to do this can be found here: Clicking this will then bring up this form, in which we have entered an example customer, and an example customer type. (Customer types will be set up within Global Settings) Once you have entered and saved your customer, it will always be available in the drop down box on this form, so you can select it again if you wanted the same customer in a different product group. Setting customer types are a useful way to manage and sort your customers. You could have different types for web orders and general orders. This could mean you set different users to different customer types, for example specialist users that only deal with Global Enterprise. This is also part of the supplementary pricing configuration. Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 4

5 Searching for customers Once you have begun adding customers to i2i, you can search for them on this form: Clicking that button will bring up this form: As you can see on this form, you have the option to search by filters i.e. the customer name or customer type. In the top right is list of all previously opened records, to make it easier to trace back. Search all Customers You can search customers by; Contact Name Customer Name Customer Type Address Region Postcode Telephone Number Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 5

6 You have the option to export the table of customers to Excel by pressing the Excel button at the bottom of the form. Alternatively you can print the table as a report by pressing the Print Results button. The report could look like this, based on the search form. Contact List Search This allows you to search for contacts against a customer account. You can press search without entering information to search for all contacts. You can enter the name of the contact list in 'List name' to go straight to the contact list. You can double click on the specific contact for further information. Once selected, you can send out an to all contacts in the contact list. Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 6

7 Editing customers Once you have created a customer, you can then edit their details by double clicking on the chosen record. You will be presented with this screen. Looking at the main customer detail page you can start to fill in all of the main customer details and start to differentiate your customer base. You can also see the contacts against the customer and from here you can add contacts and differentiate their roles. The next tab along is where we enter the delivery addresses for the customer. You can click use invoice address which will pull through the address from the main details tab or you can enter a different address. From this you can set one as a default if required. You can enter multiple delivery addresses against a customer. You can see that a label can be printed form this section for a simple address label. Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 7

8 This sales discount tab allows you to set sales discount for the selected customer. You can also select different sectors to give discounts to, which can be configured in global settings. The trading terms tab allows you to set your specific trading terms specific to the customer account. This will affect document creation and terms. This tab will simply list all of the logs against the customer account. A log is a transaction against the customer and forms part of the CRM within the package. Every CRM transaction against the customer is stored here for example every or letter sent. This is useful as any user can go into the customer account and see where the previous user finished up. Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 8

9 This tab will list all of the actions that have been posted against the customer account. An action is similar to a log but it is an action which needs to be actioned off by a specific user. In this section you can see the completed, upcoming and overdue actions. This shows all the quotes associated with the customer. Also shows the current status of the quotes. Users can double click on the record to see the quote in full. This shows you all the sales orders associated with the customer account. You can double click on the record to view the sales order in full. The document text tab allows the user to enter specific document text that will show up on particular documents. The document text that is entered in this section will only show up on documents created for this customer. By clicking the relevant boxes the user can set it to all documents or just certain documents. Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 9

10 This is an internal notepad, in which you can make notes about the customer account, for other users to see about the customer. This is an internal notepad so it will not show up on any documents or customer information. You can set up the system to prompt the user to read this when opening the customer information. This gives you a unique cross reference on customer products. You can set specific product descriptions against the customer for example if they had their own descriptions. You can also set a specific sell price against the customer for a specific product. This tab allows you to edit the information in a user defined field. The user defined fields can be configured by manually typing in the headings. This gives the user extra search ability as specific information can be put against the customer account. When searching for customers you can also search by these fields. This allows you to add supplementary prices in case a sales order is copied. PLEASE SEE SUPPLENENTARY TRAINING MANUAL IF SET UP IS REQUIRED. Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 10

11 On the Work to Departments tab, this is where you can put a customer into a specific work too list. A work too list is for when you are creating quotes or sales orders you can set it so it must be checked by a certain department before it can be signed off. In this case it is set that a user within the department shop, purchasing and dispatch have to sign the sales order off before it can be sent. This is not always required. Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 11

12 Statements and Reports Search your statements by date range This allows you to search and view customers statements. You can see the account number, total amount outstanding by all customers. You also have the option to the customer if necessary. All customers age debt (group list) This report provides a printable summary of the total of the outstanding invoices of all customers age debt (group list) Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 12

13 All customers - Age debt This is an example of a report. It provides a printable invoice statement of all accounts showing each individual outstanding invoice. All Customers (Excel) This screenshot shows how the data looks after it has been converted into excel format. Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 13

14 Maintain Territory Names You can change the name of the `Territory Manager / Sales to suit your needs. Click on setup in the Customers tab and then Maintain Territory Names. This section is about splitting your customer accounts into territory sections. As you can see within the main customer details you can allocate a customer account into a territory code/name and then you can also if you wish assign a territory manager which will produce a drop down of the user names on the i2i system. Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 14

15 Import Customers and Contacts You are able to import customers and contacts using a CSV file (comma separated values) Select Customers, setup then import customers and contacts. Select your customer type Add your CSV file in `Drop Location Click `import then `Finish **If you have a Credit safe file tick the `Credit safe box Finally hit close You can also simply export all of your customers from the system into a CSV file. We do not hide any of your data as this belongs to you. Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 15

16 Letters You can store as many letter templates as you require. Letters will then be stored against your customer / supplier. (You can also free type letters which will also be stored) Select Customer, setup then maintain default letter detail Compile your letter and add the description the simply close the table which will save this template. Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 16

17 Delete a Customer Select Customer, setup then Delete a Customer Once you have chosen a customer highlight them and press Delete. Click yes for authorisation then Close the table. ** WE DO NOT ADVISE YOU DELETE ANY CUSTOMERS IN FEAR OF LOSS OF DATA ** Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 17

Creating a New Search

Creating a New Search Getting Started The information search feature in AVImark allows the user to create and save queries to find specific information in the program. The Information Search in version 2010.4 and later now

More information

Quick Guide: CRM Module

Quick Guide: CRM Module Quick Guide: CRM Module Introduction The CRM Module is an optional extra that can be purchased at the same time as your SupportDesk CSS 1 system or at any point in the future. The module allows you to

More information

Prospect module. Quick reference guide. Opmetrix app version 4.10 onwards

Prospect module. Quick reference guide. Opmetrix app version 4.10 onwards Prospect module Quick reference guide Opmetrix app version 4.10 onwards Contents Introduction... 3 Head office... 4 Business process considerations... 4 Setting up prospects... 5 Prospect transaction types...

More information

User Guide Setup, sales, purchase and support information for your Clear Books account

User Guide Setup, sales, purchase and support information for your Clear Books account User Guide Setup, sales, purchase and support information for your Clear Books account Digital Edition Contents 4 Chapter 1: Customising your Dashboard 7 Chapter 2: Setting up a Bank Account 12 Chapter

More information

BusinessMan CRM. Contents. Walkthrough. Computech IT Services Ltd 2011. Tuesday, June 1 st 2014 Technical Document -1015 Version 6.

BusinessMan CRM. Contents. Walkthrough. Computech IT Services Ltd 2011. Tuesday, June 1 st 2014 Technical Document -1015 Version 6. Contents. Table of Figures... 2 Businessman Enterprise Overview... 3 System Settings... 3 Human Resources... 4 User Management... 5 Customers... 7 Prospects... 9 Document Management 9 Sales Dashboard...

More information

SkyDesk CRM Update Summary

SkyDesk CRM Update Summary SkyDesk CRM Update Summary April, 2015 Fuji Xerox Co., Ltd. SkyDesk Service Center 2015 Fuji Xerox Co., Ltd. All rights reserved. Summary Thank you for using SkyDesk CRM. We really appreciate your business.

More information

How To Use Optimum Control EDI Import. EDI Invoice Import. EDI Supplier Setup General Set up

How To Use Optimum Control EDI Import. EDI Invoice Import. EDI Supplier Setup General Set up How To Use Optimum Control EDI Import EDI Invoice Import This optional module will download digital invoices into Optimum Control, updating pricing, stock levels and account information automatically with

More information

SupportDesk and Customer Relationship Management

SupportDesk and Customer Relationship Management SupportDesk and Customer Relationship Management 1 Introduction The CRM Module is a SupportDesk optional extra, available in the Windows and Web interfaces. It is intended for those supporting external

More information

Chapter 4b - Navigating RedClick Import Wizard

Chapter 4b - Navigating RedClick Import Wizard Chapter Chapter 4b - Navigating RedClick Import Wizard 4b Click on an Import Name to display the template screen Click here to create a new template 2. Click on an existing template by clicking on the

More information

QuickService Software Training. Customer Relations Manager (CRM) Overview

QuickService Software Training. Customer Relations Manager (CRM) Overview QuickService Software Training Customer Relations Manager (CRM) Overview The CRM feature is a tab located in the customer section of QuickService. The CRM tab is designed for searching and working with

More information

AgExpert Analyst 2014

AgExpert Analyst 2014 AgExpert Analyst 2014 Meet the next generation of accounting software You work hard to make your operation successful. That means using the best, most up-to-date accounting software you can find. And that

More information

Personal Training. Chapter 27. FrontDesk v4.1.25. PT Specific Program Options. Contract Templates. Set Member s Secure Check In Password

Personal Training. Chapter 27. FrontDesk v4.1.25. PT Specific Program Options. Contract Templates. Set Member s Secure Check In Password Chapter 27 Personal Training FrontDesk v4.1.25 PT Specific Program Options Empl oyees Contract Templates Personal Training Window in Contract Wizard Contract Manager / Personal Training Information Clear

More information

Using Ad-Hoc Reporting

Using Ad-Hoc Reporting Using Ad-Hoc Reporting The purpose of this guide is to explain how the Ad-hoc reporting function can be used to produce Management Information from client and product data held in the Key. The guide will

More information

Data Sheet Starter Pack for Sage 200

Data Sheet Starter Pack for Sage 200 Data Sheet Starter Pack for Sage 200. 10 of our most popular addons free of charge Speed up order processing and information retrieval Create new stock items and customers on the fly Improved purchase

More information

NetSuite Customer Center Portal Tutorial

NetSuite Customer Center Portal Tutorial NetSuite Customer Center Portal Tutorial Hub Pen Work Instruction Controlled By: Hub Pen Department of Information Systems Ver: 030713 Page 1 of 29 Contents 1. Navigation... 3 1.1. Links... 3 1.2. Home

More information

Accounting & Finance. Guidebook

Accounting & Finance. Guidebook Accounting & Finance Guidebook January 2012 TABLE OF CONTENTS Table of Contents... 2 Preface... 6 Getting Started... 8 Accounting... 10 Accounting Welcome... 10 Sales Quotes... 11 New Sales Quote... 11

More information

Legrand CRM MYOB EXO Accounting link and transfer of Data

Legrand CRM MYOB EXO Accounting link and transfer of Data Legrand CRM MYOB EXO Accounting link and transfer of Data Contents 1. Introduction 2. Adding New Accounts Option 3. Get Latest Financial Data Option 4. Updating Address Details Option 5. Viewing Transaction

More information

Introduction on Contact Management Software EZY Call Manager 7. Prepare By : Joseph Har 2503 2568 Web Site : www.bashk.org

Introduction on Contact Management Software EZY Call Manager 7. Prepare By : Joseph Har 2503 2568 Web Site : www.bashk.org Introduction on Contact Management Software EZY Call Manager 7 1 Leads How important it is? Leads are considered as raw details of un-develop business opportunity. Leads can become a great sales opportunities

More information

MAS 90 Demo Guide: Purchase Order

MAS 90 Demo Guide: Purchase Order MAS 90 Demo Guide: Purchase Order Purchasing is one of the main driving forces behind many companies, so tracking orders is of vital importance. In this guide we will look at where orders are entered and

More information

MASS COMMUNICATIONS MASS COMMUNICATIONS

MASS COMMUNICATIONS MASS COMMUNICATIONS MASS COMMUNICATIONS Communicating is essential for successful efficient business. Whether with your staff, customers or suppliers, improvements in communication will help your business. There are some

More information

SiteBuilder E-Shop User Guide

SiteBuilder E-Shop User Guide SiteBuilder E-Shop User Guide Contents What is eshop?... 3 Setting up eshop for the first time... 4 Setting up your ordering information... 4 Deciding how to process orders... 5 Setting your general configuration

More information

HelpSheet006. Grouping options on quotes.

HelpSheet006. Grouping options on quotes. Helpsheet ProspectSoft CRM V6 page 1 / 7 HelpSheet006. Grouping options on quotes. Overview There is a Grouping tab on the Quote/Order Line screen which enables you to pre-configure quotes before they

More information

How to: Account for Settlement Discount VAT Rule Changes from 1 st of April 2015

How to: Account for Settlement Discount VAT Rule Changes from 1 st of April 2015 How to: Account for Settlement Discount VAT Rule Changes from 1 st of April 2015 Users of Merlin who offer Settlement Discount to their Customers, or are given Settlement Discount by their Suppliers, will

More information

A feature-rich web-based workshop system

A feature-rich web-based workshop system A feature-rich web-based workshop system Driving Business Performance Contents 3 Databases and information 4 Workshop management 5 Parts management 6 Tyre sales module 7 Accounting 8 CRM & reporting 8

More information

BOOKNET Getting Started with. Direct Invoicing

BOOKNET Getting Started with. Direct Invoicing BOOKNET Getting Started with Direct Invoicing Table of Contents Overview... 3 Setup... 3 Setting up a PC to work as a Direct Invoicing Terminal... 3 Adding a INVNO to the Transaction Processor... 3 Setup

More information

Magento Integration User Guide

Magento Integration User Guide Magento Integration User Guide 2 Magento integration user guide Table of Contents INTRODUCTION 4 Getting Help 4 Disclaimer 4 Supported Magento Verisons 5 UNLEASHED SUPPORTS COMMUNITY EDITION 1.3 ONWARDS

More information

WELCOME TO REVEL SYSTEMS RETAIL SERVICE... 5 STARTING YOUR WORK... 6. Logging In to Your POS... 7. Refreshing the POS Settings...

WELCOME TO REVEL SYSTEMS RETAIL SERVICE... 5 STARTING YOUR WORK... 6. Logging In to Your POS... 7. Refreshing the POS Settings... Retail Service User Guide. Page 2 of 81 Table of Contents WELCOME TO REVEL SYSTEMS RETAIL SERVICE... 5 STARTING YOUR WORK... 6 Logging In to Your POS... 7 Refreshing the POS Settings... 8 Clocking In and

More information

The purpose of this document is to describe how to connect Crystal Reports with BMC Remedy AR System using ODBC.

The purpose of this document is to describe how to connect Crystal Reports with BMC Remedy AR System using ODBC. UCL INFORMATION SERVICES DIVISION CRYSTAL REPORTS INTEGRATING WITH REMEDY The purpose of this document is to describe how to connect Crystal Reports with BMC Remedy AR System using ODBC. 1. Install BMC

More information

Discoverer Training Guide

Discoverer Training Guide Discoverer Training Guide Learning objectives Understand what Discoverer is Login and Log out procedures Run a report Select parameters for reports Change report formats Export a report and choose different

More information

Inventory Web Pro Version 1.06. User Guide 20120728

Inventory Web Pro Version 1.06. User Guide 20120728 Inventory Web Pro Version 1.06 User Guide 20120728 2 P A G E 1. Overview... 3 1.1. General Introduction... 3 1.2. Getting Started with Inventory Web Pro... 3 1.2.1. Sign Up... 4 1.2.2. Subscribe to a Plan...

More information

New Features in Sage BusinessVision 2013 (version 7.6)

New Features in Sage BusinessVision 2013 (version 7.6) New Features in Sage BusinessVision 2013 (version 7.6) 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein

More information

www.clearbooks.co.uk 1

www.clearbooks.co.uk 1 www.clearbooks.co.uk 1 Content Clear Books Demo 1. Customising your Dashboard 2. Setting up for the first time A) Details B) Toggle Features C) Reporting Periods D) Adding a new user E) Invoice Themes

More information

Chapter A5: Creating client files and attaching bank accounts

Chapter A5: Creating client files and attaching bank accounts Chapter A5: Creating client files and attaching bank accounts This chapter is aimed at BankLink Administrators It covers the set up of your BankLink Practice clients. A BankLink Practice user needs BankLink

More information

Supply Chain Finance WinFinance

Supply Chain Finance WinFinance Supply Chain Finance WinFinance Customer User Guide Westpac Banking Corporation 2009 This document is copyright protected. Apart from any fair dealing for the purpose of private study, research criticism

More information

Bank Manager Version 2... 3

Bank Manager Version 2... 3 Table of Contents Bank Manager Version 2... 3 Bank Manager Overview... 4 Working with Bank Manager... 5 Converting Recurring Coding from Bank Manager Version 1 to Bank Manager Version 2 Mappings... 5 Download

More information

Retail User Training. IT Retail, Inc. 2010. Inventory Training Retail 7

Retail User Training. IT Retail, Inc. 2010. Inventory Training Retail 7 Retail User Training IT Retail, Inc. 2010 Inventory Training Retail 7 RETAIL 7 User Training: Inventory Using RETAIL 7 ITRetail, Inc. RETAIL User Training TABLE OF CONTENTS Inventory MANAGE INVENTORY...

More information

The End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month.

The End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month. End of Month Closing The End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month. Closing the month involves up to five steps:

More information

To open up the Scheduler Module, double click on the Scheduler shortcut Icon in your AMWIN shortcut folder saved on your desktop.

To open up the Scheduler Module, double click on the Scheduler shortcut Icon in your AMWIN shortcut folder saved on your desktop. How to use the Scheduler Module The new Scheduler Module has been a very exciting development for AM-WIN. We have spent considerable time over the last 18 months developing and enhancing the Scheduler

More information

Schools CPD Online General User Guide Contents

Schools CPD Online General User Guide Contents Schools CPD Online General User Guide Contents New user?...2 Access the Site...6 Managing your account in My CPD...8 Searching for events...14 Making a Booking on an Event...20 Tracking events you are

More information

AccuPOS to MAS90/200 Integration Guide

AccuPOS to MAS90/200 Integration Guide AccuPOS to MAS90/200 Integration Guide Part I - MAS90 Company Setup In order to use AccuPOS Point of Sale and have it integrate with MAS90/200 for inventory and accounting purposes, we ask that you setup

More information

Your Guide to setting up Sage One Accounting from your Accountant. Setting Up Sage One Accounting

Your Guide to setting up Sage One Accounting from your Accountant. Setting Up Sage One Accounting Your Guide to setting up Sage One Accounting from your Accountant Setting Up Sage One Accounting 1 Contents Introduction Introduction...3 Quick Start Guide entering key business information...4 Set Up

More information

Stripe Payment Module Magento 2 USER MANUAL MAGEDELIGHT.COM SUPPORT E: SUPPORT@MAGEDELIGHT.COM P: +1-(248)-275-1202

Stripe Payment Module Magento 2 USER MANUAL MAGEDELIGHT.COM SUPPORT E: SUPPORT@MAGEDELIGHT.COM P: +1-(248)-275-1202 Stripe Payment Module Magento 2 USER MANUAL MAGEDELIGHT.COM SUPPORT E: SUPPORT@MAGEDELIGHT.COM P: +1-(248)-275-1202 License Key After successful installation of Stripe Payment extension by using the Magento

More information

Property Manager V7.0 User Guide

Property Manager V7.0 User Guide Property Manager V7.0 User Guide www.propertymanageronline.com Contents 1. Overview of Property Manager 2. Quick Start 3. Property Details 4. Tenants 5. Landlord Accounts 6. Letting Agent Accounts 7. Property

More information

WHAT YOU OWN HOME INVENTORY SOFTWARE

WHAT YOU OWN HOME INVENTORY SOFTWARE WHAT YOU OWN HOME INVENTORY Version 4.19 Copyright 2013 M- One Studio, LLC www.m-onestudio.com Contents Getting Started... 1 About WHAT YOU OWN HOME INVENTORY SOFTWARE... 1 Download and Install the Software...

More information

Accounting Startup in Mamut Business Software. Content

Accounting Startup in Mamut Business Software. Content ACCOUNTING STARTUP IN MAMUT BUSINESS SOFTWARE Accounting Startup in Mamut Business Software Content 1 WELCOME... 4 2 THE TOOLBAR EXPLAINED... 5 3 GETTING STARTED... 6 3.1 Navigating... 6 3.2 Accounting

More information

Point of Sale Setting up Stock Items User Guide

Point of Sale Setting up Stock Items User Guide Point of Sale Setting up Stock Items User Guide Page 1 of 28 Table of Contents Stock File... 3 Create Stock Categories... 3 Create a New Stock Item... 4 Add Stock to a New Shop Location... 5 Enter Stock

More information

BPMonline CRM User Guide

BPMonline CRM User Guide BPMonline CRM 1 CONTENTS About This Guide... 4 1. BPMonline CRM Concept... 5 1.1. Leads... 6 1.2. Accounts... 7 1.3. Contacts... 10 1.4. Activities... 12 1.5. Opportunities... 14 1.6. Invoices... 16 1.7.

More information

EMPLOYEE TRAINING MANAGER USER MANUAL

EMPLOYEE TRAINING MANAGER USER MANUAL EMPLOYEE TRAINING MANAGER USER MANUAL Smart Company Software This document describes how to use Employee Training Manager, a desktop software application that allows you to track your employees or personnel

More information

Last Updated on 11/06/2008. www.jobprotech.com

Last Updated on 11/06/2008. www.jobprotech.com Last Updated on 11/06/2008 www.jobprotech.com Copyright JobPro Technology, 2008 How to Use this Guide This manual is designed as a reference for JobPro customers. It is not intended to be a replacement

More information

7.1 Transfers... 7.2 Cancellations & Refunds.. 8 - Net Rate Module for Agent Processing...

7.1 Transfers... 7.2 Cancellations & Refunds.. 8 - Net Rate Module for Agent Processing... OPERATOR USER MANUAL 2008 TABLE OF CONTENTS 1- Registration 1.1 Open Website... 1.2 Registration Type. 1.3 Welcome Page. 1.4 Log In Page.. 1.5 Company Information Page 1.6 Registration Confirmation Page.

More information

Getting started with Sage Accounts The online retailers guide

Getting started with Sage Accounts The online retailers guide Getting started with Sage Accounts The online retailers guide Contents Overview... 3 Which Sage Accounts package to use?... 3 Configuring Sage Accounts... 5 Nominal Codes... 5 Departments... 7 Bank Accounts...

More information

ACCOUNT RECEIVABLES TABLE OF CONTENTS

ACCOUNT RECEIVABLES TABLE OF CONTENTS ACCOUNT RECEIVABLES TABLE OF CONTENTS 1. SETUP CUSTOMER...2 2. CUSTOMER LISTING...6 3. CUSTOMER INVOICE...7 4. CUSTOMER INVOICE LISTING...12 5. ENTER CREDITS / REFUNDS...14 6. CUSTOMER CREDITS LISTING...20

More information

AJ Shopping Cart. Administration Manual

AJ Shopping Cart. Administration Manual AJ Shopping Cart Administration Manual AJ Square Consultancy Services (p) Ltd., The Lord's Garden, #1-12, Vilacheri Main Road, Vilacheri, Madurai-625 006.TN.INDIA, Ph:+91-452-2485553, 2485554. Fax : 2484600

More information

From the Start Page click on Create New Client. Alternatively, you can click on New Client within the Browse window on the left hand side

From the Start Page click on Create New Client. Alternatively, you can click on New Client within the Browse window on the left hand side Lead Management The purpose of this User Guide is to provide users with guidance on how to create and manage leads. The guide has been split into a number of sections for ease of reference: Creating a

More information

CDC Enterprise Inventory Management System. The Basics

CDC Enterprise Inventory Management System. The Basics CDC Enterprise Inventory Management System The Basics Page 2 of 71 Table of Contents 1 User Manager:... 6 1.1 Create New User:... 7 1.2 User Permissions... 7 1.3 Edit Existing User:... 8 1.4 Register User:...

More information

Processing Quotes Using ROBO-Agent for Tower JOB AID

Processing Quotes Using ROBO-Agent for Tower JOB AID Processing Quotes Using ROBO-Agent Job Aid 1 Processing Quotes Using ROBO-Agent for Tower JOB AID Purpose: This job aid will help agencies use ROBO-Agent to run their Quotes through Tower. When: Use this

More information

User Manual Web DataLink for Sage Line 50. Version 1.0.1

User Manual Web DataLink for Sage Line 50. Version 1.0.1 User Manual Web DataLink for Sage Line 50 Version 1.0.1 Table of Contents About this manual...3 Customer support...3 Purpose of the software...3 Installation...6 Settings and Configuration...7 Sage Details...7

More information

HRIS Job Role Training

HRIS Job Role Training HRIS Job Role Training HRIS On Demand Reports Table of Contents Introduction... 1 Submit Report Job... 2 Verify Job Status using the Job Schedule... 3 Access Report Results using the Print Manager... 5

More information

Request for Credit in Accounts Payable

Request for Credit in Accounts Payable App Number: 010045 Request for Credit in Accounts Payable Last Updated 21 st January 2014 Powered by: AppsForGreentree.com 2014 1 Table of Contents Features... 3 Detailed Features... 3 Important Notes...

More information

Sage One Accounting Benefits and Frequently Asked Questions

Sage One Accounting Benefits and Frequently Asked Questions Sage One Accounting Benefits and Frequently Asked Questions Sage One Accounting Benefits No installations Simply log in and start working. You waste no time on installations. No upgrades You will automatically

More information

Point of Sale Setting up Point of Sale User Guide (POS)

Point of Sale Setting up Point of Sale User Guide (POS) Point of Sale Setting up Point of Sale User Guide (POS) Page 1 of 11 Table of Contents Setting up Point of Sale for the first time... 4 Point of Sale Activation... 4 Point of Sale Security Settings...

More information

Magento Integration Guide

Magento Integration Guide Magento Integration Guide Table of Contents Magento Integration Overview 2 Sequence of setting up 2 Sage Accounts set up 3 Creating an API connection in Magento 4 Installing Tradebox Finance Manager 7

More information

5.7. Quick Guide to Fusion Pro Schedule

5.7. Quick Guide to Fusion Pro Schedule 5.7 Quick Guide to Fusion Pro Schedule Quick Guide to Fusion Pro Schedule Fusion 5.7 This publication may not be reproduced, in whole or in part, in any form or by any electronic, manual, or other method

More information

IRIS Practice Management

IRIS Practice Management Chapter One IRIS Practice Management IRIS Software Group Contents 1 Introduction... 3 1.1 IRIS Practice Management Overview... 3 1.2 Course Content... 3 2 Starting Point... 4 2.1 F1 Help... 4 2.2 Quick

More information

Four Ways to Search in QuickBooks to Find What You Need

Four Ways to Search in QuickBooks to Find What You Need Four Ways to Search in QuickBooks to Find What You Need Over time, your QuickBooks company file can grow in size to the point that it becomes difficult to find specific transactions. For instance, let

More information

Livestock Office Payments: Creditor Cashbook Transactions

Livestock Office Payments: Creditor Cashbook Transactions Livestock Office Payments: Creditor Cashbook Transactions 18/06/2015 Contents Paying Creditors - Find Creditors Due for Payment... 2 Payment Due Report... 2 Creditors Aged Trial Balance... 3 Processing

More information

Magento module Documentation

Magento module Documentation Table of contents 1 General... 4 1.1 Languages... 4 2 Installation... 4 2.1 Search module... 4 2.2 Installation in Magento... 6 2.3 Installation as a local package... 7 2.4 Uninstalling the module... 8

More information

MAS 90 Demo Guide: Account Receivable

MAS 90 Demo Guide: Account Receivable MAS 90 Demo Guide: Account Receivable Customers, billing, and cash receipts are the lifeblood of any company. In this guide, we will look at where customers are set up, where invoices are entered, and

More information

Sales Person Commission

Sales Person Commission Sales Person Commission Table of Contents INTRODUCTION...1 Technical Support...1 Overview...2 GETTING STARTED...3 Adding New Salespersons...3 Commission Rates...7 Viewing a Salesperson's Invoices or Proposals...11

More information

PayPal Integration Guide

PayPal Integration Guide PayPal Integration Guide Table of Contents PayPal Integration Overview 2 Sage Accounts Setup 3 Obtaining API credentials from PayPal 4 Installing Tradebox Finance Manager 5 Creating a connection to PayPal

More information

Customer Interface Technology. ExpressShipper User Manual

Customer Interface Technology. ExpressShipper User Manual Customer Interface Technology ExpressShipper User Manual Revision history Date Version Description Author July 15, 2011 1.2 Final version FW External 1 Table of contents 1. Introduction 3 1.1 General information

More information

Result Entry by Spreadsheet User Guide

Result Entry by Spreadsheet User Guide Result Entry by Spreadsheet User Guide Created in version 2007.3.0.1485 1/50 Table of Contents Result Entry by Spreadsheet... 3 Result Entry... 4 Introduction... 4 XML Availability... 4 Result Entry...

More information

Introduction to Client Online. Factoring Guide

Introduction to Client Online. Factoring Guide Introduction to Client Online Factoring Guide Contents Introduction 3 Preparing for Go live 3 If you have any questions 4 Logging In 5 Welcome Screen 6 Navigation 7 Navigation continued 8 Viewing Your

More information

Welcome to My Accounts On Line

Welcome to My Accounts On Line Welcome to My Accounts On Line - When accessing the site, you will be prompted for a login and password. - When you log in with the username and password provided in the registration e-mail, the system

More information

Discover CRM Version 6.03

Discover CRM Version 6.03 Discover CRM Version 6.03 The much anticipated Prospectsoft CRM Version 6.03 has now been released, so there are plenty of reasons to get excited! Contents Three Great Solutions... 1 Email Marketing...

More information

12/16/2015 Blackbaud Altru 4.6 Merchandise US

12/16/2015 Blackbaud Altru 4.6 Merchandise US Merchandise Guide 12/16/2015 Blackbaud Altru 4.6 Merchandise US 2015 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic,

More information

VDF Query User Manual

VDF Query User Manual VDF Query User Manual Page 1 of 25 Table of Contents Quick Start... 3 Security... 4 Main File:... 5 Query Title:... 6 Fields Tab... 7 Printed Fields... 8 Task buttons... 9 Expression... 10 Selection...

More information

// Mamut Business Software. Complete CRM, Sales Management and Web Solutions

// Mamut Business Software. Complete CRM, Sales Management and Web Solutions // Mamut Business Software Complete CRM, Sales Management and Web Solutions Produced and distributed by: Mamut Software Ltd. a Visma company. 90 Long Acre Covent Garden London WC2E 9RZ Tel: 020 7153 0900

More information

Kuali Requisition Training

Kuali Requisition Training Kuali Requisition Training From the Kuali Main Menu, click Requisition to start the process of creating a requisition. This Guide covers the tabs that are needed to create a requisition. When creating

More information

Batch & Document Management. User Guide

Batch & Document Management. User Guide Batch & Document Management User Guide Version 9.18 Last Updated: November 2009 Table of Contents Overview 4 Introduction 4 Summary of Features 4 Key Benefits 5 Installation / Upgrade / Security 6 System

More information

Quote Upload and Estimates Tool (QUE)

Quote Upload and Estimates Tool (QUE) Quote Upload and Estimates Tool (QUE) Smart Care Estimates Tool V1.7 UPDATED: March 17, 2011 Copyright Cisco systems, Inc. All rights reserved Page: 1 TABLE OF CONTENTS ABOUT THIS DOCUMENT...4 INTRODUCTION...4

More information

SCHOLARONE MANUSCRIPTS PUBLISHER-LEVEL REPORTING GUIDE

SCHOLARONE MANUSCRIPTS PUBLISHER-LEVEL REPORTING GUIDE SCHOLARONE MANUSCRIPTS PUBLISHER-LEVEL REPORTING GUIDE TABLE OF CONTENTS Select an item in the table of contents to go to that topic in the document. PUBLISHER-LEVEL REPORTING OVERVIEW... 2 ACCESSINGING

More information

Invoices associated with one customer can be combined into one PDF. Navigate to Transactions > Invoices > Combine Invoices to start the process.

Invoices associated with one customer can be combined into one PDF. Navigate to Transactions > Invoices > Combine Invoices to start the process. MHELPDESK GLOSSARY ADMINISTRATOR Administrators are users with additional privileges to manage and customize Mhelpdesk. Administrators can be assigned tickets like staff members but may also do the following:

More information

Chapter 28. Poi nt of Sale But. FrontDesk v4.1.25. Point of Sale Menus. Voiding Invoices. Redeeming Gift Certificates. Revised on: 06/10/2009

Chapter 28. Poi nt of Sale But. FrontDesk v4.1.25. Point of Sale Menus. Voiding Invoices. Redeeming Gift Certificates. Revised on: 06/10/2009 Chapter 28 Point of Sale FrontDesk v4.1.25 Point of Sale Poi nt of Sale But tons Point of Sale Menus Opening and Closing Register Drawers Making a Sale Voiding Invoices Reprinting Receipts Selling Gift

More information

Updating Fee schedules & Item pricing

Updating Fee schedules & Item pricing Updating Fee schedules & Item pricing The 'Rates' function in Utilities performs three main tasks: Updating the schedule of fees that the Government agencies and Health Funds will rebate/refund back to

More information

Oracle R12 Advanced Collections Overview. www.namossolutions.com

Oracle R12 Advanced Collections Overview. www.namossolutions.com Oracle R12 Advanced Collections Overview www.namossolutions.com Introduction Namos Solutions Ltd Chris Mason is an Oracle E-Business Suite R12 Financials Certified Expert Consultant with proven 11i and

More information

POS:201. Essential Managers Guide to Menumate Point of Sale

POS:201. Essential Managers Guide to Menumate Point of Sale POS:201 Essential Managers Guide to Menumate Point of Sale Contents Setting up staff... 3 Time Clock... 5 Setting up Discounts & Surcharges... 6 The Basics... 6 More Options... 7 Auto Times... 8 Happy

More information

The MX-Contact Sales Module Overview www.mxcontact.com

The MX-Contact Sales Module Overview www.mxcontact.com The MX-Contact Sales Module Overview www.mxcontact.com The complete Customer Relationship, Contact Management and Sales Automation System for Microsoft Outlook Table of Contents 1 Introduction...1 2 Opportunity

More information

Richmond Systems. SupportDesk Web Interface User Guide

Richmond Systems. SupportDesk Web Interface User Guide Richmond Systems SupportDesk Web Interface User Guide 1 Contents SUPPORTDESK WEB INTERFACE...3 INTRODUCTION TO THE WEB INTERFACE...3 FEATURES OF THE WEB INTERFACE...3 HELPDESK SPECIALIST LOGIN...4 SEARCHING

More information

4.6 - Insurance Manager

4.6 - Insurance Manager 4.6 - Insurance Manager Managing Insurance Claims RxWorks Inc V1.0 Manage Insurance Claims in RxWorks RxWorks 4.6 Insurance Manager RxWorks Insurance Manager RxWorks 4.6 includes the ability to create

More information

Manufacturing & Production Control Software

Manufacturing & Production Control Software Manufacturing & Production Control Software Cadlay MRP is an application developed through years of experience in the manufacturing and production industry. The extensive functionality has been designed

More information

Microsoft Access 2010 handout

Microsoft Access 2010 handout Microsoft Access 2010 handout Access 2010 is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant

More information

Stock Control. Tutorial Guide API PRO. Open.7

Stock Control. Tutorial Guide API PRO. Open.7 Tutorial Guide API PRO Stock Control Open.7 Module 2.4, the Stock control system, is one of the API PRO basic modules. The system handles spare parts on stock (stock items), stock levels and purchase needs

More information

Online Bill Pay Guide

Online Bill Pay Guide Online Bill Pay Guide Contents How to Make a Payment 2 Single Payment 2 Recurring Payment 3 Payment History Prior to X Date View Payment History 4 How to Add a Payee Adding a Company Payee 5 Adding an

More information

Processing Supplier Invoices

Processing Supplier Invoices Processing Supplier Invoices All invoices are now sent to the Finance Department (Payments team) for processing. All current suppliers have been advised to send their invoices directly to the Finance department.

More information

Using Accounting Link to exchange data with QuickBooks PRO, Premier and Enterprise 2005

Using Accounting Link to exchange data with QuickBooks PRO, Premier and Enterprise 2005 LEGRAND CRM APPLICATION NOTE Using Accounting Link to exchange data with QuickBooks PRO, Premier and Enterprise 2005 Note: This document has been optimised for printing. Graphics and screenshots will look

More information

Product Overview & Quick Start Guide

Product Overview & Quick Start Guide Product Overview & Quick Start Guide Table of Contents Sage CloudCall Plugin Overview 1 Company Overview 1 Product Overview 1 How to order CloudCall Click 2 Sage CloudCall - Administration Guide 3 Installation

More information

Email Setup Guide. network support pc repairs web design graphic design Internet services spam filtering hosting sales programming

Email Setup Guide. network support pc repairs web design graphic design Internet services spam filtering hosting sales programming Email Setup Guide 1. Entourage 2008 Page 2 2. ios / iphone Page 5 3. Outlook 2013 Page 10 4. Outlook 2007 Page 17 5. Windows Live Mail a. New Account Setup Page 21 b. Change Existing Account Page 25 Entourage

More information

Exporting Contact Information

Exporting Contact Information Contents About Exporting Contact Information Selecting Layouts Creating/Changing Layouts Removing Layouts Exporting Contact Information Exporting Contact Information About Exporting Contact Information

More information

Follow Up Email Pro Guide

Follow Up Email Pro Guide Website: http://magehit.com Contact: sale@magehit.com Configuration Follow Up Email Pro Guide Version 1.0.0 - Jan 2015 Go to System >> Configurations >> MageHit >> Follow Up Email (or Follow Up Email >>

More information