User contributions
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- 23:27, 9 December 2014 (diff | hist) . . (+248) . . N 14. F9 (Created page with "= Overview = '''F9''' '''F9 - What does this display?''' The 'F9' function within a sales transaction like an 'Invoice' will open further available allocation options such...") (current)
- 23:23, 9 December 2014 (diff | hist) . . (+412) . . N 13. Batch Allocation (Created page with "= Overview = '''Batch Allocation''' '''Batch Allocation - How do Batches interact with Purchase and Sales transactions?''' A Purchase of a product with Batches will be boug...") (current)
- 23:20, 9 December 2014 (diff | hist) . . (+285) . . N 12. Batch Tracking (Created page with "= Overview = '''Batch Tracking''' '''Batch Tracking - How do you turn on Batch Tracking for a product?''' Go into the Product Card by opening a product from the 'Product Ex...") (current)
- 23:17, 9 December 2014 (diff | hist) . . (+346) . . N 11. Serial Number Lists (Created page with "= Overview = '''Serial Number Lists''' '''Serial Number Lists - How do you display Serial Numbers that are currently in TrueERP?''' To display current 'Serial Numbers' in T...") (current)
- 23:16, 9 December 2014 (diff | hist) . . (+456) . . N 10. Serial Numbers interaction (Created page with "= Overview = '''Serial Numbers interaction''' '''Serial Numbers interaction - How do Serial Numbers interact with Purchase and Sales transactions?''' A Purchase of a produc...") (current)
- 23:14, 9 December 2014 (diff | hist) . . (+645) . . N 9. Auto Fill (Created page with "= Overview = '''Auto Fill''' '''Auto Fill - Do you know how to either manually enter or Auto Fill multiple Serial Numbers on a Purchase Order?''' First thing to do is to en...") (current)
- 23:11, 9 December 2014 (diff | hist) . . (+471) . . N 8. Serial Number & Batch/Bin combined (Created page with "= Overview = '''Serial Number & Batch/Bin combined''' '''Serial Number & Batch/Bin combined - Why is it crucial that you decide whether you will be using Batch/Bin tracking...")
- 23:09, 9 December 2014 (diff | hist) . . (+335) . . N 7. Serial Number Tracking (Created page with "= Overview = '''Serial Number Tracking''' '''Serial Number Tracking - Do you know how to turn on Serial Number Tracking for a product?''' Within the middle of the Product C...") (current)
- 23:07, 9 December 2014 (diff | hist) . . (+698) . . N 6. Data Import (Created page with "= Overview = '''Data Import''' '''Data Import - Has it been explained how to import the Extra Sell and Buy Prices?''' To run a 'Data Import' for your foreign currencies we...") (current)
- 23:06, 9 December 2014 (diff | hist) . . (+420) . . N 5. FX Buy (Created page with "= Overview = '''FX Buy''' '''FX Buy - Can you load a Foreign Currency Buy Price against a product?''' To load a 'Foreign Buy Price' to a product you need to do that within...") (current)
- 23:01, 9 December 2014 (diff | hist) . . (+464) . . N 4. FX Sell (Created page with "= Overview = '''FX Sell''' '''FX Sell - Has it been explained how to load a Foreign Currency Sell Price against a product?''' To load a 'Foreign Sell Price' to a product yo...") (current)
- 23:00, 9 December 2014 (diff | hist) . . (+407) . . N 3. Extra Sell Dates (Created page with "= Overview = '''Extra Sell Dates''' '''Extra Sell Dates - Has the date range structure being explained in the Extra Sell Price set-up?''' The sell dates around the extra se...") (current)
- 22:58, 9 December 2014 (diff | hist) . . (+678) . . N 2. Multiple Sell Prices (Created page with "= Overview = '''Multiple Sell Prices''' '''Multiple Sell Prices - Do you understand the main pricing structures within ERP?''' With Multiple Sell Prices within a product,...") (current)
- 22:53, 9 December 2014 (diff | hist) . . (+190) . . 17 Inventory Advanced (current)
- 22:38, 9 December 2014 (diff | hist) . . (+625) . . 17 Inventory Advanced
- 20:13, 3 December 2014 (diff | hist) . . (+1) . . 17 Inventory Advanced
- 01:59, 3 December 2014 (diff | hist) . . (+236) . . N 31. Global List (Created page with "= Overview = ''' Global List ''' ''' Global List - What does your Global List contain?''' 'Global List' is a record of every contact within the database. Weather they are...") (current)
- 01:58, 3 December 2014 (diff | hist) . . (+259) . . N 30. Follow Ups (Created page with "= Overview = ''' Follow Ups ''' ''' Follow Ups - What do you enter into your follow ups?''' Your follow ups related to a customer will be found within the 'Miscellaneous'...") (current)
- 01:57, 3 December 2014 (diff | hist) . . (+287) . . N 29. Customisable Fields (Created page with "= Overview = ''' Customisable Fields ''' ''' Customisable Fields - What can you track with customisable fields?''' 'Customisable Fields' will be used in tracking all your...") (current)
- 01:56, 3 December 2014 (diff | hist) . . (+183) . . N 28. New Contacts (Created page with "= Overview = ''' New Contacts''' ''' New Contacts - Do you know how to add a new contact?''' Select 'New' from the 'Contacts' tab within the customer card to create a new...") (current)
- 01:55, 3 December 2014 (diff | hist) . . (+318) . . N 27. Contact Correspondence (Created page with "= Overview = ''' Contact Correspondence''' ''' Contact Correspondence - Can you send correspondence from within the Contact Tab?''' You can send Correspondence from the co...") (current)
- 01:54, 3 December 2014 (diff | hist) . . (+240) . . N 26. Customer Contacts (Created page with "= Overview = ''' Customer Contacts''' ''' Customer Contacts - Are you able to enter Customer Contact details?''' To enter in customer contact details go back to the custom...") (current)
- 01:53, 3 December 2014 (diff | hist) . . (+344) . . N 25. Customer History (Created page with "= Overview = ''' Customer History''' ''' Customer History - Do you know where to view Customer History?''' 'Customer History' can be viewed from the customer card. Go to '...") (current)
- 01:52, 3 December 2014 (diff | hist) . . (+322) . . N 24. Feedback Reports (Created page with "= Overview = ''' FeedBack Reports''' ''' FeedBack Reports - Where is the main area your feedback comes from?''' The main area where your 'Feedback Reports' come from is fr...") (current)
- 01:51, 3 December 2014 (diff | hist) . . (+252) . . N 23. CRM, Marketing and Leads (Created page with "= Overview = ''' CRM, Marketing and Leads''' ''' CRM, Marketing and Leads - Have you watched the video and do you understand it?''' Please go watch the related video's to...") (current)
- 01:50, 3 December 2014 (diff | hist) . . (+194) . . N 22. CRM Reports (Created page with "= Overview = ''' CRM Reports''' ''' CRM Reports - Do you know how to use CRM reports?''' Within the 'CRM' module click on the button 'CRM Reports' to view all the related...") (current)
- 01:49, 3 December 2014 (diff | hist) . . (+442) . . N 21. Showing Customer Points (Created page with "= Overview = ''' Showing Customer Points''' ''' Showing Customer Points - Can you keep checks on what points are still available to Customers?''' Within the 'CRM' module c...") (current)
- 01:47, 3 December 2014 (diff | hist) . . (+396) . . N 20. Redeeming POS Points (Created page with "= Overview = ''' Redeeming POS Points''' ''' Redeeming POS Points - Can you define your points to a product both singularly and Multiple?''' You can define singular or mul...") (current)
- 01:45, 3 December 2014 (diff | hist) . . (+756) . . N 19. POS Points (Created page with "= Overview = ''' POS Points''' ''' POS Points - What is the main point to be remembered in this section? What do you have to put in before any points can be assigned?''' I...") (current)
- 01:43, 3 December 2014 (diff | hist) . . (+318) . . N 18. Displaying Points (Created page with "= Overview = ''' Displaying Points''' ''' Displaying Points - Do you know where to find the reward points on an invoice?''' You can view the customer points from within an...") (current)
- 01:42, 3 December 2014 (diff | hist) . . (-1) . . 17. Reward Points (current)
- 01:41, 3 December 2014 (diff | hist) . . (+528) . . N 17. Reward Points (Created page with "= Overview = ''' Reward Points''' ''' Reward Points - How do you manage the Points against Products?''' Go to 'CRM' module located on the left of the screen and then sele...")
- 01:40, 3 December 2014 (diff | hist) . . (+256) . . N 16. Loyalty Video (Created page with "= Overview = ''' Loyalty Video''' ''' Loyalty Video - Have you watched the loyalty video?''' For more information around Reward Points please go ahead and watch the 'Rewar...") (current)
- 01:39, 3 December 2014 (diff | hist) . . (+844) . . N 15. Loyalty Setup (Created page with "= Overview = ''' Loyalty Setup''' ''' Loyalty Setup - Do you know how the Loyalty Program works?''' The Loyalty program works around assigning reward points to different p...") (current)
- 01:38, 3 December 2014 (diff | hist) . . (+483) . . N 14. Mail Merge Templates (Created page with "= Overview = ''' Mail Merge Template''' ''' Mail Merge Template - Do you know where to locate and adjust the mail merge document template?''' To customise this template go...") (current)
- 01:36, 3 December 2014 (diff | hist) . . (+248) . . N 13. Mail Merge Customers (Created page with "= Overview = ''' Mail Merge Customers''' ''' Mail Merge Customers - Are you aware of how to send bulk mail merged information by email and the need to use a Mass Mail Compa...") (current)
- 01:35, 3 December 2014 (diff | hist) . . (+330) . . N 12. Emails and Spam (Created page with "= Overview = ''' Emails and Spam''' ''' Emails and Spam - Why do you have to be careful about the amount of group emails you?''' If you send multiple emails out on mail mer...") (current)
- 01:33, 3 December 2014 (diff | hist) . . (+646) . . N 11. Mail Merge (Created page with "= Overview = ''' Mail Merge''' ''' Mail Merge - Can you correctly use the Mail Merge Function?''' Go to 'CRM' module and click on the button 'Mail Merge'. This will be to s...") (current)
- 01:32, 3 December 2014 (diff | hist) . . (-2) . . 10. Leads Video (current)
- 01:32, 3 December 2014 (diff | hist) . . (+1) . . 10. Leads Video
- 01:31, 3 December 2014 (diff | hist) . . (+1) . . 10. Leads Video
- 01:30, 3 December 2014 (diff | hist) . . (+142) . . N 10. Leads Video (Created page with "= Overview = ''' Leads Video''' ''' Leads Video - Have you watched the Leads video?''' Yes/No. Please go ahead and watch the 'Leads Video'")
- 01:29, 3 December 2014 (diff | hist) . . (+218) . . N 9. Reporting (Created page with "= Overview = ''' Reporting''' ''' Reporting - Have you reviewed the Sales Pipeline, Sales Ratio and Marketing Ratios reports?''' These reports can be found in the 'Report S...") (current)
- 01:25, 3 December 2014 (diff | hist) . . (+240) . . N 8. Leads (Created page with "= Overview = ''' Leads''' ''' Leads - What is the relationship between Source and Leads?''' The relationship from the 'Source' side will be to determine what type of campai...") (current)
- 01:24, 3 December 2014 (diff | hist) . . (+302) . . N 7. Source List (Created page with "= Overview = ''' Source List''' ''' Source List - Do you understand what Ratios are tracked in the Source List?''' The Ratios tracked in the 'Source List' will be how many...") (current)
- 01:23, 3 December 2014 (diff | hist) . . (+281) . . N 6. Source Enquiries (Created page with "= Overview = ''' Source Enquiries''' ''' Source Enquiries - Do you understand how to make an enquiry?''' ' Go into 'CRM' module, click on the 'Source List" button. Under in...") (current)
- 01:21, 3 December 2014 (diff | hist) . . (+426) . . N 5. Source Tracking (Created page with "= Overview = ''' Source Tracking''' ''' Source Tracking - What is the benefit of creating an appointment for a Customer that has a source assigned?''' ' The benefit is that...") (current)
- 01:19, 3 December 2014 (diff | hist) . . (+362) . . N 4. Enforce Source Tracking (Created page with "= Overview = '''Enforce Source Tracking''' '''Enforce Source Tracking - Do you know where to locate the Preference to force the entry of a 'Source' when creating a new Custo...") (current)
- 01:18, 3 December 2014 (diff | hist) . . (+412) . . N 3. Defining Customers (Created page with "= Overview = '''Defining Customers''' '''Defining Customers - Where do you assign a Source to a Customer?''' 'To assign a 'Source' to a customer go to the 'Sales' module, '...") (current)
- 01:15, 3 December 2014 (diff | hist) . . (+174) . . N 2. Source List (Created page with "= Overview = '''Source List''' '''Source List - Do you know where to view the Source List?''' 'Source List' can be found in the CRM module under the heading 'Source List'.") (current)
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