Makes & Models can be categorised to provide useful information about equipment. Categories, Types, and Sub Types You can provide useful information about Makes & Models by creating up to 3 levels of categorisation; Category, Type, and Sub-Type. For example, if you maintained various types of vehicle, and were to […]
Apportioning Carriage on Receipts
Ticking this box will split the carriage costs across any goods booked in on this Goods Received Note (GRN). When the Carriage Apportionment box is ticked, any carriage costs will be split on a pro-rata basis across any items booked in on the GRN. For example £10 carriage, and 2 […]
Adding a New Contact on a Task
The Tasks screen allows a user to record different types of contact that have been made with a particular prospect or customer and also to setup reminders for future tasks. On occasions there will be a requirement to add a new contact to an existing record. To add a new […]