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From TrueERP wiki
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- 17:06, 28 June 2011 (diff | hist) . . (+698) . . N 43 Convert SO to Invoice (Created page with "Convert Sale Order to Invoice Can you convert a Sales Order to an Invoice? Select the Sales tab Select the Sales Order List button Select the relevant Sales Order Double click...") (current)
- 17:06, 28 June 2011 (diff | hist) . . (+314) . . N 42 Back Order Lists (Created page with "Back Order List Do you understand how to get Back Orders from the lists? Select the Sales tab then the BackOrder tab then select the required Back Order tab (BO Sales Orders, B...") (current)
- 17:04, 28 June 2011 (diff | hist) . . (+1,066) . . N 41 Sales Order Back Order (Created page with "Sales Order Back Order Do you understand what a Back Ordered Sales Order is? When ordering stock through a sales order, the stock on order then is put to a back order until the...") (current)
- 17:02, 28 June 2011 (diff | hist) . . (+118) . . N 40 Displaying Cash Sales (Created page with "Displaying Cash Sales Do you know what Cash Sales is used for? A Cash Sale is a paid sale off an Invoice from a POS.") (current)
- 17:01, 28 June 2011 (diff | hist) . . (+422) . . N 39 Finding POS Sales (Created page with "Finding POS Sales Where can you find POS sales. Step 1. Select the Invoice List tab. Step 2. Look for the column heading (Type) and you will see POS items below . If their is...") (current)
- 17:00, 28 June 2011 (diff | hist) . . (+1,793) . . N 38 POS Sales (Created page with "POS Sale Can you create a POS sale? Is typically some one who walks in and pays cash for a sale. A Cash Sale is a transaction in ERP that combines an Invoice and a Payment in ...") (current)
- 16:59, 28 June 2011 (diff | hist) . . (+517) . . N 37 Quote to Sales Order (Created page with "Quote to Sale Order Can you convert a Quote to a Sales Order? Select the Sales tab Select the Quote List button Select the relevant Quote Double click to open the Quote you wis...") (current)
- 16:59, 28 June 2011 (diff | hist) . . (+823) . . N 36 Loading Costs (Created page with "Loading Costs Do you know how to auto load expenses for a job onto an invoice? When a job is created Enter a sales order then create a smart order for any products required for...") (current)
- 16:58, 28 June 2011 (diff | hist) . . (+179) . . N 35 Costs on Jobs (Created page with "Costs on Jobs Can you load costs into the relevant invoice? Use the COSTS button on the invoice to find any costs that have been accrued for the job on Bills or Purchase Orders.") (current)
- 16:57, 28 June 2011 (diff | hist) . . (+388) . . N 34 Quote to Invoice (Created page with "Quote to Invoice Can you Convert a Quote to an Invoice? Select Sales tab then the Quote List button Select the quote from the quote list - double click to open the quote Selec...") (current)
- 16:57, 28 June 2011 (diff | hist) . . (+178) . . N 33 Associating Costs (Created page with "Associating Costs Do you know how to auto load expenses for a job onto an invoice? This is a great way to associate costs from a bill or a purchase order onto a job or invoice.") (current)
- 16:56, 28 June 2011 (diff | hist) . . (+1,248) . . N 32 Job Profitability (Created page with " Job Profitability Would you use the job profitability function and if so, can you create a job profitability report? If you want to assess the overall profit on a specific cus...") (current)
- 16:56, 28 June 2011 (diff | hist) . . (+1,300) . . N 31 Creating a Job (Created page with " Creating a Job Has it been explained how to create a Customer job? If you need to set up a "Job" for a customer for reporting purposes you can create a job for a specific proj...") (current)
- 16:54, 28 June 2011 (diff | hist) . . (+258) . . N 30 Renaming Columns (Created page with "Renaming Columns Can you rename one of the columns on the list? Step 1. With the List page open select the Customise tab. Step 2. On the Main Grid tab Double click on the Heade...") (current)
- 16:54, 28 June 2011 (diff | hist) . . (+418) . . N 29 Transaction Type (Created page with "Transaction Type How do you display the transaction types within the list? Step 1. Select the Customise tab on the List page. Step 2. On the Main Grid tab check the Trans Type ...") (current)
- 16:53, 28 June 2011 (diff | hist) . . (+2,310) . . N 28 Invoice/Refunds (Created page with " Invoice/Refunds Do you know where to find the refunds? Saved Refunds will appear in the Invoice List. A Refund is created in order to receive products back from customers to ...") (current)
- 16:52, 28 June 2011 (diff | hist) . . (+2,282) . . N 27 Entering a Refund (Created page with " Entering a Refund A Refund is created in order to receive products back from customers to give them money back or credit their account. A Refund works just as a negative Invoi...") (current)
- 16:51, 28 June 2011 (diff | hist) . . (+338) . . N 26 Delivery Dockets (Created page with "Delivery Dockets Can you print a delivery docket? A Delivery Docket is created from an Invoice. Step 1. Select the Invoice tab. Step 2. Create an invoice entering all the rele...") (current)
- 16:49, 28 June 2011 (diff | hist) . . (+360) . . N 25 Ship Quantity (Created page with "Ship Quantity Why is the ship quantity in some cases not automatically filled in? When you type in the Ordered quantity, one or both of the next 2 fields will populate. If the ...") (current)
- 16:48, 28 June 2011 (diff | hist) . . (+6,118) . . N 24 Entering an Invoice (Created page with " Invoices Can you create an Invoice? An Invoice is created in order to sell products in ERP. As opposed to a Quote or a Sales Order, the Invoice is a posting financial transa...") (current)
- 16:48, 28 June 2011 (diff | hist) . . (+277) . . N 23 On Hold (Created page with "On Hold What effect does the "On Hold" flag have? Click on Hold Radio button if you want to manually put the order on hold ( the hold ensures the sales order/invoice has the Wo...") (current)
- 16:47, 28 June 2011 (diff | hist) . . (+593) . . N 22 Credit Limit Messages (Created page with "Credit Limit Messages What happens when a customer exceeds their credit limit? A warning window opens to make you aware that the customer has exceeded their credit limit settin...") (current)
- 16:47, 28 June 2011 (diff | hist) . . (+2,403) . . N 21 Product Status (Created page with "Product Status How do you check the status of any product on an order? When you are in any transaction entry form that requires the selection of a product, e.g. Quote, Sales Or...") (current)
- 16:45, 28 June 2011 (diff | hist) . . (+854) . . N 20 Double Click Selection (Created page with "Double Click for Product Selection Do you know how to open the product list from the product drop down box? When you are in any transaction entry form that requires the selecti...") (current)
- 16:45, 28 June 2011 (diff | hist) . . (+7,224) . . N 19 Entering a Sales Order (Created page with "Entering a Sales Order Can you enter a Sales Order? A Sales Order (Pro-forma Invoice) is created when someone orders products from you. A Sales Order does not post anything to...") (current)
- 16:44, 28 June 2011 (diff | hist) . . (+2,180) . . N 18 Reminder Settings (Created page with "Reminder Settings Where do you set your own reminders? Every User can determine which reminders they wish to view by setting their Personal Preferences accordingly. By setting ...") (current)
- 16:44, 28 June 2011 (diff | hist) . . (+274) . . 17 Reminders
- 16:42, 28 June 2011 (diff | hist) . . (+1,298) . . N 16 Quote List (Created page with "Quote List Can you open the quote list? The Quote List is a report on all the quotes created within your ERP database. The Quote List displays the Total Amount per Quote as ...") (current)
- 16:40, 28 June 2011 (diff | hist) . . (+2,294) . . N 15 Transaction Customisation (Created page with "Transaction Customisation How do you customise the grid of any transaction form, e.g. Quote? All transaction forms e.g. Quote, Sales Order, Invoice, Purchase Order, Bill etc. a...") (current)
- 16:39, 28 June 2011 (diff | hist) . . (+2,564) . . N 14 Entering a Quote (Created page with " Entering a Quote Can you enter a Quote? Select Sales from Main Menu Click on Quote button Enter Company name then enter details of the Quote A Quote is created when you wish ...") (current)
- 16:38, 28 June 2011 (diff | hist) . . (+2,111) . . N 13 Transactional Search (Created page with "Transactional Search Can you search the entire company file for a Global Ref No or Contact Name? On the bottom right of the ERP Main Screen (as you look at your screen), you wi...") (current)
- 16:38, 28 June 2011 (diff | hist) . . (+241) . . N 12 Global Lists (Created page with "Global Lists What data is in the Global list? The Global List holds every person or company, be they a Customer, Supplier, Contact or Employee. Please ensure that you have th...") (current)
- 16:37, 28 June 2011 (diff | hist) . . (+2,048) . . N 11 F5 F6 and F7 (Created page with "F5, F6 and F7 Do you know how to use the F5, F6, F7 searching features? When you are in any list or report, simply select which column you wish to search on by either selecting...") (current)
- 16:36, 28 June 2011 (diff | hist) . . (+2,677) . . N 10 Default Search Columns (Created page with "Default Search Column What is the default search column in any list or report? When you open any list / report in ERP the cursor will default to the 'Search Text' field and the...") (current)
- 16:35, 28 June 2011 (diff | hist) . . (+2,686) . . N 9 Search on Columns (Created page with "Search on Columns What are the 2 different methods for selecting a column to search on? When you open any list / report in ERP the cursor will default to the 'Search Text' fiel...") (current)
- 16:34, 28 June 2011 (diff | hist) . . (+3,950) . . N 8 Sorting Columns (Created page with "Customise Lists and Sorting Columns Do you know how to sort columns in the list by alpha-numeric ascending or descending order? Click on any report or list column header and a...") (current)
- 16:34, 28 June 2011 (diff | hist) . . (+980) . . N 7 Multiple Filters (Created page with "Multiple Filters Can you create a filter on a filter? Open any list (eg. Sales Report etc) Position the curser over the field and data that you want to search on. EG. To filt...") (current)
- 16:33, 28 June 2011 (diff | hist) . . (+2,506) . . N 6 Quick Filters (Created page with "Quick Filtering What are the shortcut keys for a quick filter? A quick a easy way of filtering is to select the data required, then hold down and press (at the same time) "Ctr...") (current)
- 16:33, 28 June 2011 (diff | hist) . . (-120) . . 9 Sales
- 16:32, 28 June 2011 (diff | hist) . . (+2,506) . . N 6 Quick Files (Created page with "Quick Filtering What are the shortcut keys for a quick filter? A quick a easy way of filtering is to select the data required, then hold down and press (at the same time) "Ctr...") (current)
- 16:31, 28 June 2011 (diff | hist) . . (+1,546) . . N 5 Filtering Lists (Created page with "Filtering Lists Do you know how to filter a list or report to show only specific details? Filters and Queries can be accessed and created from within reports and lists, across ...") (current)
- 16:30, 28 June 2011 (diff | hist) . . (+1,326) . . N 4 Customer List (Created page with "Customer List The Customer List displays all Customers and related Jobs entered into your ERP database. The Customer List is a valuable report in its own right. It would be an...") (current)
- 16:29, 28 June 2011 (diff | hist) . . (+2,510) . . N 2 New From Transactions (Created page with "New Form Transaction Can you create a Customer from a Transaction? Open a Quote, Sales Order, OR an Invoice If the Customer you are creating the transaction for does not yet ...") (current)
- 16:28, 28 June 2011 (diff | hist) . . (+1,935) . . N 1 New Customer (Created page with "New Customer Can you enter a New Customer? Select Sales from the Main Menu Select +Customer button Enter Customer Info, e.g. Company, main contact details, phone number etc. D...") (current)
- 16:28, 28 June 2011 (diff | hist) . . (+5,321) . . 9 Sales
- 16:27, 28 June 2011 (diff | hist) . . (+12) . . 9 Sales
- 16:24, 28 June 2011 (diff | hist) . . (+1,368) . . 9 Sales
- 16:03, 28 June 2011 (diff | hist) . . (+44) . . N 9 Sales (Created page with "<menu name="myMenu" align="center"> Answers=")
- 16:02, 28 June 2011 (diff | hist) . . (+1,468) . . N 33 Contact to Customer (Created page with "Contact To Customer Can you now see how using the Marketing module efficiently can take you from a Marketing Contact to a Customer with a complete record of what it took to get ...") (current)
- 16:01, 28 June 2011 (diff | hist) . . (+588) . . N 32 Print Reminders (Created page with "Print Reminders Where is the "Print Reminders" button located and what is its primary benefit? Select the Marketing tab Select the Print Reminders button Select the Date Range,...") (current)
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