Personal tools

Difference between revisions of "1 Source Tracking"

From TrueERP wiki

Jump to: navigation, search
(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 ...")
 
 
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?'''
  
Select the CRM tab
+
*From the Main Menu select the '''CRM''' Module and then the '''Source''' button
Select 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 an Expense Account - if required for reference purposes only
+
*Select the '''Created''' date  
Enter the Estimated Cost(ex) of the Source, e.g. Newspaper Advertising est cost $3,000
+
*'''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)  
Do NOT select the Inactive date unless you are deactivating the source
+
*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 (NB: The current Source will be saved is 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 Utilities Preferences area?
+
Do you know how enable '''Source Tracking''' in the '''Preferences''' area?  
  
Select the Utilities tab
+
*Select the '''Utilities''' module and then the '''Preferences''' button.
Select 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
+
In the General section select the tick box if you wish to "Disable Customer Source Tracking"
+
In the General section do NOT select the tick box "Disable Customer Source Tracking" if you wish to
+
force the entry of a Source when a new Customer is created
+

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