How do I close a Customer Account? The process of closing a customer account is simple. To do this, go to: Customers > Global Enquiry • Find the relevant customer account • On the ‘General’ tab simply select the ‘Closed’ status from the Status drop down Note: In order to […]
How do I create a Credit Note for a Hire Contract?
How do I create a Credit Note for a Hire Contract? To create a Sales Credit Note for a Hire Contract, go to: Invoices > Create Sales Credit Note • Ensure that the ‘Type’ box in the top right corner of the Credit Note screen is set to Hire (Job […]
How do I create a Credit Note for a Job?
How do I create a Credit Note for a Job? To create a Sales Credit Notefor a Job, go to: Invoices > Create Sales Credit Note • Ensure that the ‘Type’ box in the top right corner of the Credit Note screen is set to Job (this is the default) […]
How do I create a Credit Note for a Maintenance Contract?
How do I create a Credit Note for a Maintenance Contract? To create a Sales Credit Note for a Maintenance Contract, go to: Invoices > Create Sales Credit Note • Ensure that the ‘Type’ box in the top right corner of the Credit Note screen is set to Maintenance (Job […]
How do I create a Credit Note for a Miscellaneous Sale?
How do I create a Credit Note for a Miscellaneous Sale? To create a Sales Credit Note for a Miscellaneous Sales Order, go to: Invoices > Create Sales Credit Note • Ensure that the ‘Type’ box in the top right corner of the Credit Note screen is set to Misc […]
How do I create a Credit Note for a Parts Sale?
How do I create a Credit Note for a Parts Sale? To create a Sales Credit Note for a Parts Sales Order, go to: Invoices > Create Sales Credit Note Ensure that the ‘Type’ box in the top right corner of the Credit Note screen is set to Parts Sales (Job […]
How do I create a Credit Note for an Equipment Sale?
How do I create a Credit Note for an Equipment Sale? To create a Sales Credit Note for an Equipment Sales Order, go to: Invoices > Create Sales Credit Note • Ensure that the ‘Type’ box in the top right corner of the Credit Note screen is set to Equip […]
How do I create new Sales Barriers?
How do I create new Sales Barriers? Sales Barriers are created to be used on Sales Opportunities to allow you to allocate potential problems on Sales deals. This can be useful for reporting purposes. For example, Price may be a factor i.e. a competitor is cheaper than you are. To […]
How do I create Sales Groups?
How do I create Sales Groups? Sales Groups can be used in conjunction with Sales Campaigns. A crucial element of the Sales Campaign is the ‘follow up’. When you have sent 1000 prospects a letter you will want to follow it up with a phone call to see if there […]
How do I create Sales Opportunity Attributes?
How do I create Sales Opportunity Attributes? To create, edit or remove Sales Opportunity Attributes, simply go to: System > CRM > Sales Opportunity Attributes • To create a new Attribute click into the next blank Attribute line and begin typing the name of the new Attribute • Select a […]