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1. Create a new company In the system, there is one designated main company—usually representing your own business. Users can also add other companies, such as customers or suppliers. Navigate to the Preference tab in the middle menu.Click the New button in ...

1. Open Find Click "Find" from the top menu to open the company find. 2. Find a specific company You can combine multiple fields to narrow down your search results. Enter the desired values into the relevant fields.Click Continue from the top menu to p...

Displays all companies in the system, allowing users to view the total number of entries and remove any unnecessary companies as needed. 1. Open List In the company view, click "List" from the top menu to open the company list. 2. Custom columns view C...

1. Create a new contact Navigate to the Other tab in the middle menu.Click the New button in Quick Action.Click Ok to process.The system will automatically create a new contact and redirect you to its detail page.Begin filling out the form with the contact’s ...

1. Open Find Click "Find" from the top menu to open the contact find. 2. Find a specific contact You can combine multiple fields to narrow down your search results. Enter the desired values into the relevant fields.Click Continue from the top menu to p...

Displays all contacts in the system, allowing users to view the total number of entries and remove any unnecessary contacts as needed. 1. Open List In the contact view, click "List" from the top menu to open the contact list. 2. Custom columns view C...

1. Create a new job The only way to create a new job is by starting from the Company module. Open the Company module in the top menu.Navigate to the Job tab in the middle menu.Click the plus icon located in the job header.Begin filling out the form with the...

1. Open Find Click "Find" from the top menu to open the job find. 2. Find a specific job You can combine multiple fields to narrow down your search results. Enter the desired values into the relevant fields.Click Continue from the top menu to proceed w...

Displays all jobs in the system, allowing users to view the total number of entries and remove any unnecessary jobs as needed. 1. Open List In the job view, click "List" from the top menu to open the job list. 2. Custom columns view Click Columns Selec...

1. Create a new quotation 1.1. Creating a quotation without a job Navigate to the Quotes tab in the middle menu of the Company module (see more details in the Company quotation).Click the plus icon located in the quotes header.All details — including Compan...

Displays all quotation in the system, allowing users to view the total number of entries quotations in the system. 1. Open List In the quotation view, click List from the top menu to open the quotation list. 2. Custom columns view Click Columns Selected ...

1. Open Find Click Find from the top menu to open the quotation find. 2. Find a specific quotation You can combine multiple fields to narrow down your search results. Enter the desired values into the relevant fields.Click Continue from the top menu to...

This tutorial will walk you through the steps to configure your quotation list. 1. Access Quotation Select "Quote" from the top main menu to view the quotation. 2. Select List View Click "List" to choose the list view mode for displaying your quotation...

Video Tutorial This tutorial guides you through creating a new company profile within the application. You will learn how to configure essential company details and settings for proper setup. 1. Access the Company Module From the top main menu, click on...

Video Tutorial This tutorial guides you through adding a company contact in the system. 1. Open Company Click "Company" from the main top menu to begin the process of adding a company contact. 2. Navigate to Contacts Section Select "Contacts" from the...

Video Tutorial 1. Open Company Module From the top main menu, click on "Company" to access the company module. 2. Select Addresses Section In the middle menu, click "Addresses" to open the address management area. 3. Add Address Click the plus icon...

Video Tutorial 1. Open Company Start by opening the Company module to configure company discount settings. 2. Navigate to Products Section Navigate to the Products section in the middle menu, where you can manage discounts for company and specific item...

Video Tutorial 1. Open Company Module Click "Company" in the main menu to access the company module. 2. Select Account Tab Click the "Account" tab in the middle menu to view and manage your company account details. 3. Input Company Detail Provide y...

Video Tutorial 1. Open Company Module Click "Company" in the main top menu to access the company module. 2. Select Preference Tab Click the "Preference" tab to access the configurable options for company preferences. 3. Quick Actions Menu Quick Act...