User contributions
From TrueERP wiki
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- 14:03, 28 June 2011 (diff | hist) . . (+449) . . N 11 Mail Merge Template (Created page with "Mail Merge Template Do you know where to locate and adjust the mail merge document template? To locate the Mail Merge Template click on Mail Merge. You then choose the Templat...")
- 14:02, 28 June 2011 (diff | hist) . . (+470) . . N 10 Mail Merge Customers (Created page with "Mail Merge Customers Are you aware of how to send bulk mail merged information by email and the need to use a Mass Mail Company for sending? You need to click on M...")
- 14:01, 28 June 2011 (diff | hist) . . (+454) . . N 9 Emails and Spam (Created page with "Emails & Spam Why do you have to be extra careful about the amount of emails you send ? If you are sending more than 50 emails at a time be very careful. It is not a problem wi...")
- 14:01, 28 June 2011 (diff | hist) . . (+956) . . N 8 Mail Merge (Created page with "Mail Merge Can you correctly use the Mail Merge Function? Select CRM tab Mail Merge Button NOTE: Be very careful when using mail merge for emails as you can not email more tha...")
- 14:00, 28 June 2011 (diff | hist) . . (+503) . . N 7 Leads (Created page with "Leads Do you know how to add a lead and maintain Action and Followup information? To locate Leads click on Marketing tab. Add the lead details Allocate the Lead to a Sales Re...")
- 13:59, 28 June 2011 (diff | hist) . . (+199) . . N 6 Adjusting Enquiries (Created page with "Adjusting Enquieries Do you understand how to make an enquiry? Click into your Source List, click on the amount in the enquiries tab this will show you the amount of enquiries ...")
- 13:58, 28 June 2011 (diff | hist) . . (+956) . . N 5 Source Type (Created page with " Source Type Do you know the different ways to create a source type and how to allocate to a customer? Then can you view the source type from the Source List? Select CRM Sour...")
- 13:54, 28 June 2011 (diff | hist) . . (+661) . . N 4 Source Tracking Appointments (Created page with "Source Tracking/Appointments Can you find an Appointment from Source Tracking? To utilise Source Tracking you can also search for Appointments that have been created through ...")
- 13:53, 28 June 2011 (diff | hist) . . (+639) . . N 3 Defining Customers (Created page with "Defining Customers Where do you assign a Source to a Customer? Do you know where to locate the Preference to force the entry of a 'Source' when creating a new Cu...")
- 13:52, 28 June 2011 (diff | hist) . . (+1,007) . . N 2 Source List (Created page with "Source List Do you know how to view the Source List ? The Source List allows you to enquire on and list sources of customer contact such as advertising campaigns like Yellow Pa...")
- 13:52, 28 June 2011 (diff | hist) . . (+1,025) . . N 1 Source Tracking (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 ...")
- 13:51, 28 June 2011 (diff | hist) . . (+3,470) . . 7 CRM
- 13:50, 28 June 2011 (diff | hist) . . (+13) . . 7 CRM
- 13:49, 28 June 2011 (diff | hist) . . (+653) . . 7 CRM
- 13:34, 28 June 2011 (diff | hist) . . (+44) . . N 7 CRM (Created page with "<menu align="center" name="myMenu"> Answers=")
- 13:32, 28 June 2011 (diff | hist) . . (+65) . . N 34 Landed Cost Example (Created page with "Landed Cost Example Do not confuse average costs and Landed cost") (current)
- 13:31, 28 June 2011 (diff | hist) . . (+306) . . N 33 Average v Landed (Created page with "Average v Landed Do you know where these values are displayed on the product card? If you look at the very bottom of the Product Card on the left hand side you will see a box t...") (current)
- 13:31, 28 June 2011 (diff | hist) . . (+597) . . N 32 Don't Include Landed Costs (Created page with "Don't Include Landed Costs Why is landed costs seperate from the average cost? The Landed Cost is just an indicator of what it costs to bring your Goods into the country, ie. t...") (current)
- 13:30, 28 June 2011 (diff | hist) . . (+426) . . N 31 Adjusting Import Costs (Created page with "Adjusting Import Costs Can you adjust the alocation of these costs between the products on the purchase order? You will see on your Purchase Order BO, if you scroll to the very...") (current)
- 13:29, 28 June 2011 (diff | hist) . . (+340) . . N 30 Importing Landed Costs (Created page with "Importing Landed Costs Can you import the costs now associated with the purchase order? Now you need to load your Import Costs to the relevant Purchase Order. When you click on...") (current)
- 13:29, 28 June 2011 (diff | hist) . . (+477) . . N 29 Relate to Purchase Order (Created page with " Relate to Purchase Order Do you know how to link import bills to Purchase Orders? Go back to Purchase Order Back Orders and find Supplier Order. You will see the items as wel...") (current)
- 13:28, 28 June 2011 (diff | hist) . . (+672) . . N 28 FX Expense (Created page with " FX Expense How would you enter any expenses related to importing goods? Once you have raised your Purchase Order you will receive a bill from the Supplier. Enter this Bill as...") (current)
- 13:27, 28 June 2011 (diff | hist) . . (+486) . . N 27 Entering FX Values (Created page with "Entering FX Values Where are the FX fields on a purchase order? Your Fx fields on your Purchase Order are located as follows - Currency Code, Exchange Rate, Foreign Total & For...") (current)
- 13:26, 28 June 2011 (diff | hist) . . (+447) . . N 26 Creating FX Purchase Order (Created page with "Creating FX Purchase Orders Can you enter purchase orders in Foreign Currency? You can create your purchase orders exactly the same as normal. With the added foreign exchange r...") (current)
- 13:25, 28 June 2011 (diff | hist) . . (+1,574) . . N 25 Landed Costs (Created page with " Landed Costs Can you include shipping costs in a Purchase Order to reflect Landed Costs for Inventory? It is possible to associate landed costs for an imported product with th...") (current)
- 13:23, 28 June 2011 (diff | hist) . . (+59) . . N 24 FX History (Created page with "FX History Why is history with foreign exchange important?") (current)
- 13:22, 28 June 2011 (diff | hist) . . (+345) . . N 23 FX Rates List (Created page with "FX Rates List How do you activate In- Active rates? To access Foreign Currency Rates Select Purchases Tab Select Foreign Exchange Rates List Button Screen defaults to Active r...") (current)
- 13:21, 28 June 2011 (diff | hist) . . (+248) . . N 22 FX Preferences (Created page with "FX Preferences What do you need to turn on to use this module? To access Foreign Currency Preferences Select Utilities, Preferences, Purchases. Tick Store Foreign Currency Va...") (current)
- 13:21, 28 June 2011 (diff | hist) . . (+1,791) . . N 21 Linking Sales to PO's (Created page with "Linking Sales to Purchase Orders Can you create a Purchase Order specifically for a customer? Method 1 (From a sales transaction) Recommended Select the Sales Order button di...") (current)
- 12:00, 28 June 2011 (diff | hist) . . (+505) . . N 20 Auto Ctreate PO (Created page with "Auto Create Purchase Orders Do you know where the purchase orders are saved once created? Once you have finished creating your Smart Order you can then create a seperate Purcha...") (current)
- 12:00, 28 June 2011 (diff | hist) . . (+373) . . N 19 Merging Smart Orders (Created page with "Merging Smart Orders Do you know how to merge Smart Orders? From the Purchases Tab, Select the 'Smart Order List' Button Select a radio button to view the Incomplete Smart Orde...") (current)
- 11:59, 28 June 2011 (diff | hist) . . (+767) . . N 18 Staff Requests (Created page with "Staff Requests How do you create a Staff request for products? In Smart Order it gives you the ability to select products you wish to order from multiple Suppliers within a si...") (current)
- 11:58, 28 June 2011 (diff | hist) . . (+2,559) . . N 17 Smart Order (Created page with " Smart Order Can you create a Smart Order (Auto Recorder, Invoice, Repairs Etc) ? The Smart Order Button gives you the ability to select products you wish to order from multipl...") (current)
- 11:58, 28 June 2011 (diff | hist) . . (+2,788) . . N 16 Account Credit (Created page with " Entering a Credit Can you enter a Credit? A Credit is created in order to receive money back from Suppliers of utilities and other miscellaneous bill payments that do not re...") (current)
- 11:57, 28 June 2011 (diff | hist) . . (+485) . . N 15 Negative PO (Created page with "Negative Purchase Order Can you create a supplier product and account credit? Open your Purchase Order and pick your supplier and product that needs to be returned. Lets say 2 ...") (current)
- 11:53, 28 June 2011 (diff | hist) . . (+863) . . N 14 Return Authority (Created page with " Return Authority Can you enter a RA (Return Authority)? The Return Authority gives you the ability to send a Product back to a Supplier without effecting your Stock Levels. Th...") (current)
- 11:53, 28 June 2011 (diff | hist) . . (+191) . . N 13 Entire Process (Created page with "Entire Process Do you know how to do the entire process in one? Open Purchase Order. Select Supplier. Select Product -> Enter Ordered Amt, Amt Received Enter Supplier Inv # & D...")
- 11:52, 28 June 2011 (diff | hist) . . (+393) . . N 12 Entering Invoice Number (Created page with "Entering Invoice Number Can you enter the suppliers invoice for the back order? In Purchases click on Purchase Order. So now when you look at your Purchase Order you will have ...") (current)
- 11:51, 28 June 2011 (diff | hist) . . (+555) . . N 11 Receiving PO (Created page with "Receiving Purchase Order Can you receive the Back Order? In Purchases click on Back Order. Click on BO Purchase Order. Scroll across and find the relevant Purchase Order No. Do...") (current)
- 11:51, 28 June 2011 (diff | hist) . . (+388) . . N 10 Back Order PO (Created page with "Back Order Purchase Order Can you create a Back Order? Yes you can. If the amount of goods ordered on your Purchase Order have been placed in the BO column, this will automat...") (current)
- 11:50, 28 June 2011 (diff | hist) . . (+313) . . N 9 Emailing PO (Created page with "Emailing Purchase Order How do you email this Purchase Order? While purchase order is still open go to Email Button and click on it. This will send an email to your Supplier. ...") (current)
- 11:50, 28 June 2011 (diff | hist) . . (+1,922) . . N 8 New Purchase Order (Created page with " New Purchase Order Can you enter a Purchase Order? Select Purchases tab from Main menu Then Purchase order button Enter the Company name (Supplier) who the goods are to be ord...")
- 11:49, 28 June 2011 (diff | hist) . . (+1,389) . . N 7 Entering a Bill (Created page with " Entering a Bill Can you enter a Bill? From the Purchases Tab, Select the Bill Button When using Bill turn on a preference in Purchases - Remember Last Transaction By Supplier...")
- 11:46, 28 June 2011 (diff | hist) . . (+364) . . N 6 Last Account Used (Created page with " Last Account Used Can you turn on the preference to auto load the last used account? When using Bill turn on a preference in Purchases - Remember Last Transaction By Supplier ...")
- 11:45, 28 June 2011 (diff | hist) . . (+708) . . N 5 Bill v Purchase Order (Created page with " Bill v Purchase Order Do you understand the difference between a Bill and a Purchase Order with reference to accounts being entered on Bills, while products are entered throug...")
- 11:45, 28 June 2011 (diff | hist) . . (+438) . . N 4 New and Lists (Created page with "New and Lists Do you know that, within a tab in the ERP Main Screen, most of the function icons in the top row are to create new entries and the ones below are to open lists of...")
- 11:44, 28 June 2011 (diff | hist) . . (+269) . . N 3 New Contact (Created page with "New Contact Can you enter a Supplier Contact Details? Select Supplier in Purchases Screen Then Contacts tab Enter contact name/phone/fax/mobile Select the New tab to create a ...")
- 11:43, 28 June 2011 (diff | hist) . . (+390) . . N 2 Bank Details (Created page with "Bank Details Why do we enter the banking details for a Supplier? It is recommended to fill in the Suppliers Banking Details as soon as possible. This allows you to pay you...")
- 11:37, 28 June 2011 (diff | hist) . . (+3,559) . . N 1 New Supplier (Created page with " Create Supplier Can you enter a New Supplier? There are two ways to create a new Supplier Direct from the Purchase order screen - enter the name of the supplier and if it is...")
- 11:33, 28 June 2011 (diff | hist) . . (+3,547) . . 6 Purchases
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