Difference between revisions of "General"
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| − | + | More Detail= | |
| − | [[ | + | [[Corrective Action Reporting]] |
| + | [[Corrective Action List]] | ||
| + | [[Customise Toolbar]] | ||
| + | [[Departments List]] | ||
| + | [[Foreign Exchange Rate]] | ||
| + | [[Foreign Exchange Rates List]] | ||
| + | [[General Reports]] | ||
| + | [[Global List]] | ||
| + | [[Location List]] | ||
| + | [[Memorised Transaction List]] | ||
| + | [[Regions]] | ||
| + | [[Shipping]] | ||
| + | [[Shipping List]] | ||
| + | [[Tax Codes List]] | ||
| + | [[Templates]] | ||
| + | [[Terms List]] | ||
| + | [[Word Wrap]] | ||
</menu> | </menu> | ||
| + | == Overview == | ||
| + | The General Tab contains features that have an overall effect on various areas within ERP. This tab contains lists of key functions such as your '''Global List''' which displays all your Suppliers, Customers, Employees, and Contacts within the one list. Here is where you will find answers to 'general' aspects of your ERP database. | ||
| + | The following notes will display the basic functionality for each button found within the General Tab. For further instructions on 'How To' fully utilise these functions, please refer to each button for guidance. | ||
| + | |||
| + | <ul><li>How to View, Edit, Customise, Export and Print the "Memorised Transaction List" | ||
| + | </li><li>How to View, Edit, Customise, Export and Print the "Departments List" | ||
| + | </li><li>How to view certain reports in a graphical format | ||
| + | </li><li>How to Setup new Foreign Exchange Rates | ||
| + | </li><li>How to View, Edit, Customise, Export and Print the "Tax Code List" | ||
| + | </li><li>How to Customise the User Toolbar | ||
| + | </li><li>How to Create new document Templates and amend existing ones | ||
| + | </li><li>How to Create new Shipping methods | ||
| + | </li><li>How to View, Edit, Customise, Export and Print the "Terms List" | ||
| + | </li><li>How to View, Edit, Customise, Export and Print the "Foreign Exchange Rates List" | ||
| + | </li><li>How to View, Edit and Create Accounts Reports | ||
| + | </li><li>How to View, Edit, Customise, Export and Print the "Global List" | ||
| + | </li><li>How to View, Edit, Customise, Export and Print the "Shipping List" | ||
| + | </li></ul> | ||
Latest revision as of 01:19, 19 August 2014
Overview
The General Tab contains features that have an overall effect on various areas within ERP. This tab contains lists of key functions such as your Global List which displays all your Suppliers, Customers, Employees, and Contacts within the one list. Here is where you will find answers to 'general' aspects of your ERP database. The following notes will display the basic functionality for each button found within the General Tab. For further instructions on 'How To' fully utilise these functions, please refer to each button for guidance.
- How to View, Edit, Customise, Export and Print the "Memorised Transaction List"
- How to View, Edit, Customise, Export and Print the "Departments List"
- How to view certain reports in a graphical format
- How to Setup new Foreign Exchange Rates
- How to View, Edit, Customise, Export and Print the "Tax Code List"
- How to Customise the User Toolbar
- How to Create new document Templates and amend existing ones
- How to Create new Shipping methods
- How to View, Edit, Customise, Export and Print the "Terms List"
- How to View, Edit, Customise, Export and Print the "Foreign Exchange Rates List"
- How to View, Edit and Create Accounts Reports
- How to View, Edit, Customise, Export and Print the "Global List"
- How to View, Edit, Customise, Export and Print the "Shipping List"
