User contributions
From TrueERP wiki
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- 08:37, 21 November 2014 (diff | hist) . . (+94) . . N 16. Quote Reminders (Created page with "To set a reminder for your quote you need to select a follow-up date on the quote card itself.") (current)
- 08:35, 21 November 2014 (diff | hist) . . (+159) . . N 14. Printing and Emailing Options (Created page with "On the right hand side of the quote you will find a print button by clicking this you will find report options where you can print, email, sms, preview, etc...")
- 08:33, 21 November 2014 (diff | hist) . . (+92) . . N 12. Right Click (Created page with "Right click on the transaction line to view display order/ calculator / product notes etc...")
- 08:31, 21 November 2014 (diff | hist) . . (+378) . . N 4. Customer Types (Created page with "When you are in the customer card on the customer info tab you can select the drop down for "customer type". You can create new customer types either by typing in the box and...") (current)
- 08:26, 21 November 2014 (diff | hist) . . (+49) . . N 1. Preferences (Created page with "Under the Utilities tab > Preferences > Sales tab")
- 08:11, 21 November 2014 (diff | hist) . . (+273) . . N 10. Double Click Selection (Created page with "'''Double Click Selection''' '''Double Click Selection - Do you know how to open the product list from the product drop down box?''' Double clicking the product will open th...") (current)
- 08:09, 21 November 2014 (diff | hist) . . (+420) . . N 9. New From Transaction (Created page with "'''New From Transaction''' '''New From Transaction - Can you create a Customer from a Transaction?''' In transactional window, that are Quote, Sales Order, or Invoice int h...") (current)
- 08:08, 21 November 2014 (diff | hist) . . (+149) . . N 13. Quote List (Created page with "'''Quote List''' '''Quote List - Can you open the Quote List?''' In Sales Module, click '''Quote Express List''' to see the list of all the quotes.")
- 08:07, 21 November 2014 (diff | hist) . . (+332) . . N 50. Transaction Type (Created page with "'''Transaction Type''' '''Transaction Type - How do you display the transaction types within the list?''' If the '''Type''' column is not available in the list, click custom...") (current)
- 08:06, 21 November 2014 (diff | hist) . . (-325) . . 25. Status (Blanked the page)
- 08:06, 21 November 2014 (diff | hist) . . (+325) . . N 21. Product Status (Created page with "'''Product Status''' '''Product Status - How do you check the status of any product on an order?''' Right click the transactional area and select '''Product Status'''. It w...") (current)
- 08:05, 21 November 2014 (diff | hist) . . (+209) . . N 20. Ship Quantity (Created page with "'''Ship Quantity''' '''Ship Quantity - Why is the ship quantity in some cases not automatically filled in?''' It is not filled automatically in some cases because there is n...") (current)
- 08:05, 21 November 2014 (diff | hist) . . (+325) . . N 25. Status (Created page with "'''Product Status''' '''Product Status - How do you check the status of any product on an order?''' Right click the transactional area and select '''Product Status'''. It w...")
- 08:05, 21 November 2014 (diff | hist) . . (+299) . . N 37. Credit Limits (Created page with "'''Credit Limit Message''' '''Credit Limit Messages - What happens when a customer exceeds their credit limit?''' Credit limit you can set in customer card under account tab...") (current)
- 08:04, 21 November 2014 (diff | hist) . . (+164) . . N 39. On Hold (Created page with "'''On Hold''' '''On Hold - What effect does the "On Hold" flag have?''' On Hold will hold the sale and in the print out it will appear as '''Account on Hold'''.") (current)
- 08:04, 21 November 2014 (diff | hist) . . (+150) . . N 35. Delivery Docket (Created page with " '''Delivery Dockets''' '''Delivery Dockets - Can you print a Delivery Docket?''' Click Print and from the available options select Delivery Docket.") (current)
- 08:03, 21 November 2014 (diff | hist) . . (+349) . . N 46. Entering a Refund (Created page with "'''Entering a Refund''' '''Entering an Refund - Can you enter a Customer Refund?''' In Sales Module click Refund. Browse the customer, and product and enter the refund qu...") (current)
- 08:01, 21 November 2014 (diff | hist) . . (+465) . . N 15. Reminders Setting (Created page with "'''Reminders Settings''' '''Reminders Settings - Where do you set your own reminders?''' Reminders setting can be set under Employee Preferences. Go to Employee Module and...")
- 08:01, 21 November 2014 (diff | hist) . . (+293) . . N 11. Transaction Customization (Created page with "'''Transactional Customization''' Transaction Customization - How do you customize the grid of any transaction form, e.g. Quote? Right Click in the transaction area to open...")
- 08:00, 21 November 2014 (diff | hist) . . (+379) . . N 61. Transactional Search (Created page with " '''Transactional Search:''' '''Transactional Search - Can you search the entire company file for a Global Ref No or Contact Name?''' From the transactional search, from the...") (current)
- 08:00, 21 November 2014 (diff | hist) . . (+313) . . N 8. Entering a Quote (Created page with "'''Entering a Quote''' '''Entering a Quote - Can you enter a Quote?''' From the Sales Module, click the '''Quote'' function button. This will open up the Quote window. Curre...") (current)
- 07:59, 21 November 2014 (diff | hist) . . (+886) . . N 7. F5,F6 and F7 (Created page with "'''Searching with F5, F6 and F7?''' '''Searching with F5, F6 and F7 - Do you know how to use the F5,F6,F7 searching features? Also how to use the search box on the main scree...") (current)
- 07:58, 21 November 2014 (diff | hist) . . (+152) . . N 5. Customer List (Created page with "'''Customer List''' '''Customer List - How do you open the Customer List?''' In Sales module click '''Customer Express List''' to open Customer list.") (current)
- 07:55, 21 November 2014 (diff | hist) . . (+1,577) . . N 2. New Customer (Created page with "'''New Customer''' '''New Customer - Can you enter a New Customer?''' From the Main Menu, select sales and click on the very first function button of Customer. This opens u...") (current)
- 04:42, 21 November 2014 (diff | hist) . . (0) . . 9 Sales
- 04:41, 21 November 2014 (diff | hist) . . (+238) . . 9 Sales
- 09:27, 20 November 2014 (diff | hist) . . (+161) . . N 29. Reimburse an Employee (Created page with "When entering a expense claim reimbursement request, after inputting expense claim details you may click "Process" at the bottom of the screen to create a check.")
- 09:23, 20 November 2014 (diff | hist) . . (+72) . . 28. Pay a Supplier
- 09:12, 20 November 2014 (diff | hist) . . (+232) . . N 28. Pay a Supplier (Created page with "When creating an expense claim request you may add a supplier and the account information from which you would like to associate the expense claim request. Once you have enter...")
- 09:10, 20 November 2014 (diff | hist) . . (+90) . . N 27. Expense Claims (Created page with "You can find your expense claim request under the Purchases module or the Employee module.")
- 09:08, 20 November 2014 (diff | hist) . . (+328) . . N 26. Requesting a Supplier Quote (Created page with "When creating a smart order after adding your needed products/supplies, on the bottom of the screen you will find two buttons called "RFQs" and "Email RFQ". RFQ means Request...")
- 09:05, 20 November 2014 (diff | hist) . . (+270) . . N 18. Negative PO (Created page with "Under your Purchases module on the left hand side of the screen you will find a single entry for a Return Authority. When creating a return authority you can select the suppli...")
- 09:02, 20 November 2014 (diff | hist) . . (+460) . . N 21. Automatic Smart Orders (Created page with "Under Preferences/Sales Tab/General There are two preferences that should NOT be checked if you would like to convert sales orders or purchase ordered to smart orders. The fi...")
- 08:54, 20 November 2014 (diff | hist) . . (+201) . . N 16. Approval Levels (Created page with "Within a Purchase Order you can create different statuses which will affect the movement of a PO. For example, without having the appropriate Approval Levels you will not be a...")
- 08:49, 20 November 2014 (diff | hist) . . (+84) . . N 13. Transaction Sequence (Created page with "You must be in the Purchase Order DETAILS list, located on the bottom of the screen.")
- 08:45, 20 November 2014 (diff | hist) . . (+81) . . N 12. Partially Receiving a PO (Created page with "The number sequencing will auto-generate based on the first order number created.")
- 08:36, 20 November 2014 (diff | hist) . . (+98) . . N 10. Back Order List (Created page with "On the PO Express List located at the bottom of the screen you will find a button called "BO List"")
- 04:51, 20 November 2014 (diff | hist) . . (+2,649) . . N 25. Linking Sales to PO's (Created page with "'''Linking Sales to PO's''' '''Linking Sales to PO's - Can you create a Purchase Order specifically for a customer?''' There are '''Two Methods''' to create Purchase Order s...") (current)
- 04:50, 20 November 2014 (diff | hist) . . (+624) . . N 24. Auto Create PO (Created page with "'''Auto Create PO''' '''Auto Create PO - Do you know where the purchase orders are saved once created?''' Once you have finished creating your Smart Order you can then creat...") (current)
- 04:50, 20 November 2014 (diff | hist) . . (+592) . . N 23. Merging Smart Orders (Created page with "'''Merging Smart Orders''' '''Merging Smart Orders - Do you know how to merge smart orders?''' * Select '''Purchases''' Module. * Select '''Smart Order List''' button. * Hol...") (current)
- 04:49, 20 November 2014 (diff | hist) . . (+886) . . N 22. Staff Requests (Created page with "'''Staff Requests''' '''Staff Requests - How do you create a Staff request for products?''' ''Smart Order''' gives you the ability to select products you wish to order from...") (current)
- 04:48, 20 November 2014 (diff | hist) . . (+2,030) . . N 20. Smart Order (Created page with "'''Smart Order''' '''Smart Order - Can you create a Smart Order (Auto Reorder, Invoice, Repairs, etc)?''' The '''Smart Order''' function gives you the ability to select prod...") (current)
- 04:48, 20 November 2014 (diff | hist) . . (+1,861) . . N 19. Account Credit (Created page with "'''Account Credit''' '''Account Credit - Can you create an account credit?''' A '''Credit''' is created in order to receive money back from Suppliers of utilities and other...") (current)
- 04:47, 20 November 2014 (diff | hist) . . (+1,322) . . N 17. Return Authority (Created page with "'''Return Authority''' '''Return Authority - Can you enter a RA (Return Authority)?''' '''Return Authority''' is for the products that you have received from a supplier are...") (current)
- 04:46, 20 November 2014 (diff | hist) . . (+405) . . N 15. Entire Process (Created page with "'''Entire Process''' '''Entire Process - Do you know how to do the entire process in one?''' * Open '''Purchase Order'''. * Select a '''Supplier'''. * Select '''Product'''....") (current)
- 04:45, 20 November 2014 (diff | hist) . . (+699) . . N 14. Entering an Invoice Number (Created page with "'''Entering Invoice Number''' '''Entering Invoice Number - Can you enter the suppliers invoice for the back order?''' In '''Purchases''' Module open '''Purchase Order Expres...")
- 04:45, 20 November 2014 (diff | hist) . . (+690) . . N 11. Receiving a PO (Created page with "'''Receiving PO''' '''Receiving PO - Can you receive the back order?''' * In '''Purchases''' Module click on '''BackOrders'''. * Click on '''Purchase BO Express'''. * Scrol...") (current)
- 04:44, 20 November 2014 (diff | hist) . . (+450) . . N 9. Back Order PO (Created page with "'''Back Order PO''' '''Back Order PO - Can you create a back order ?''' You can create a back order if the amount of goods ordered on your Purchase Order have been placed in...")
- 04:43, 20 November 2014 (diff | hist) . . (+390) . . N 8. Email PO (Created page with "'''Email PO''' '''Email PO - How do you email this PO?''' While '''Purchase Order''' is still open click '''Print''' Button. This will open '''Report Options''' window. Clic...")
- 04:43, 20 November 2014 (diff | hist) . . (+2,879) . . N 7. New Purchase Order (Created page with "'''New Purchase Order''' '''New Purchase Order - Can you enter a Purchase Order?''' * From the '''Main Menu''' select the '''Purchases''' Module and then the '''Purchase Ord...") (current)
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