Difference between revisions of "1 Source Tracking"
From TrueERP wiki
Simon Clive (Talk | contribs) (Created page with "Source Tracking Do you know how to create a new Source and assign an Expense Account and Est Cost? Select the CRM tab Select the Source button Enter Source Description Select ...") |
Simon Clive (Talk | contribs) |
||
| Line 1: | Line 1: | ||
| − | Source Tracking | + | '''Source Tracking''' |
| − | Do you know how to create a new Source and assign an Expense Account and Est Cost? | + | Do you know how to create a new '''Source''' and assign an '''Expense Account''' and '''Est Cost?''' |
| − | + | *From the Main Menu select the '''CRM''' Module and then the '''Source''' button | |
| − | + | *Enter a '''Source Description''' and then if required select an '''Expense Account''' for reference purposes only. | |
| − | Enter Source Description | + | *Enter the '''Estimated Cost(ex)''' of the Source '''E.g. Newspaper Advertising''' est cost $3,000 |
| − | + | *Select the '''Created''' date | |
| − | Enter the Estimated Cost(ex) of the Source | + | *'''DO NOT''' select the '''Inactive''' date unless you are deactivating the source |
| − | Select the Created date | + | *Select '''Save''' OR Select'''New''' to create another new '''Source''' (The current Source will be saved as '''New''' is selected) |
| − | + | *Select '''Cancel''' to close and '''NOT''' save | |
| − | Select Save OR | + | *The '''Active''' tick box will automatically be flagged |
| − | Select New to create another new Source ( | + | |
| − | Select Cancel to close and NOT save | + | |
| − | The Active tick box will automatically be flagged | + | |
| − | Do you know how enable Source | + | Do you know how enable '''Source Tracking''' in the '''Preferences''' area? |
| − | Select the Utilities | + | *Select the '''Utilities''' module and then the '''Preferences''' button. |
| − | + | *Select the '''Sales''' tab and in the '''General''' section make sure '''Disable Customer Source Tracking''' is '''Un-Ticked''' | |
| − | Select the Sales tab | + | |
| − | + | ||
| − | + | ||
| − | + | ||
Latest revision as of 12:28, 19 December 2011
Source Tracking
Do you know how to create a new Source and assign an Expense Account and Est Cost?
- From the Main Menu select the CRM Module and then the Source button
- Enter a Source Description and then if required select an Expense Account for reference purposes only.
- Enter the Estimated Cost(ex) of the Source E.g. Newspaper Advertising est cost $3,000
- Select the Created date
- DO NOT select the Inactive date unless you are deactivating the source
- Select Save OR SelectNew to create another new Source (The current Source will be saved as New is selected)
- Select Cancel to close and NOT save
- The Active tick box will automatically be flagged
Do you know how enable Source Tracking in the Preferences area?
- Select the Utilities module and then the Preferences button.
- Select the Sales tab and in the General section make sure Disable Customer Source Tracking is Un-Ticked
