Learning Pathway for Sales Reps and Managers

Billing methods refer to the ways in which customers must pay their accounts (e.g. debit order, EFT, SWIFT).

The same billing methods are used for customers and suppliers.

Billing Methods: Explains the fields, buttons and features for displaying, creating or editing billing methods and provides step-by-step instructions for creating and editing billing methods.

Categories let you sort customer or supplier records and transactions for reporting purposes.

The same categories are used for customers and suppliers. However, they can be differentiated by using prefixes.

Categories: Step-by-step instructions for creating categories.

Credit terms are the payment terms offered to customers.

The same credit terms are used for customers and suppliers.

Credit Terms: Explains the fields, buttons and features available when creating or editing credit terms and provides step-by-step instructions for creating and editing credit terms.

Positions let you identify the people working for customers (e.g. Accounts, Rep, CEO).

The same positions are used for customers and suppliers.

Positions: Step-by-step instructions for creating positions.

Attributes capture additional information such as currencies, bank details and addresses.

Attribute Sets for Entities: Lists all the available attribute sets that can be added to customer records.

Custom attributes can be created to capture bespoke information on customers.

Custom Attributes: Step-by-step instructions for creating custom attributes and adding them to customer records (contacts).

All the customers’ static information. Customers are part of Contacts.

• Customer Records List and Edit Views: Explains the fields, buttons and features for creating or editing customer records.
• Customer Records Tutorials: Step-by-step instructions for displaying, creating, editing and deleting customer records.

The customer age analysis and ledger are part of the same interface.

• Customer Age Analysis and Statements: Explains the fields, buttons and features for displaying the customer age analysis and generating statements.
• Customer Detailed Ledger: Explains the fields, buttons and features for displaying the customer ledger.
• Customer Age Analysis and Ledger Tutorials: Step-by-step instructions for displaying the customer age analysis and ledger and using the available features.

The Service Manager can be used to follow up on leads. Service Types create the rules and features of service tickets. A dedicated Service Type can be created for sales.

• Service Types List View Interface: Explains the fields, buttons and features for displaying a list of Service Types.
• Service Types Edit View Interface: Explains the fields, buttons and features for creating a Service Type.
• Service Types Tutorials: Step-by-step instructions for creating and editing Service Types.
• Service Tickets List View Interface: Explains the fields, buttons and features for displaying a list of service tickets.
• Service Tickets Edit View Interface: Explains the fields, buttons and features for creating a service ticket.
• Service Tickets Tutorials: Step-by-step instructions for creating, editing and managing service tickets.

Transaction Types create the rules and environment for capturing transactions: which accounts can be debited or credited, how VAT is treated and which features (e.g. calendars, estimating) are available.

Key Focus Areas:

1. Creating statuses for quotations that provide meaningful feedback (Step 3 below).
2. Setting up Followers so you are emailed a copy of all quotations and invoices sent to your customers (Step 1 below, including Followers).
3. Creating categories that divide transactions into meaningful groups (Step 4 below).

• Transaction Types List View: Explains the fields, buttons and features for displaying a list of Transaction Types.
• Transaction Types Edit View: Explains the fields, buttons and features for creating or editing Transaction Types.
• Transaction Type Tutorials: Step-by-step instructions for creating Transaction Types. Each tab (1 – 5) is explained in detail below:
  1. Transaction Type Settings: Part of creating Transaction Types. Explains the available settings, when to apply them and how to add them.
     • Followers: Part of Transaction Type settings. Followers are the email recipients who receive the output (e.g. quotes, invoices). Provides step-by-step instructions for using the Followers feature.
  2. Copying Transactions (Copy Rules): Part of creating Transaction Types. Explains the rules that determine when a transaction can be copied to create a new transaction (e.g. Quotation to Customer Invoice). Also explains how to set up manual or automated copying of transactions.
     • Linking Transactions: Part of Copying Transactions. Background information on what a transaction flow is and how it is created.
  3. Transaction Type Statuses Interface and Tutorials: Part of creating Transaction Types. Explains how to create and edit statuses, including rules such as when a transaction can be edited, is posted to the ledger or affects inventory.
  4. Transaction Categories Interface and Tutorials: Part of creating Transaction Types. Lets you group transactions to extract analytical data from them. Explains the fields and buttons, and provides step-by-step instructions for creating and editing categories.
  5. Transaction Types Output Tab: Part of creating Transaction Types. Output refers to the forms or documents that are created from the transaction (e.g. Quotation, Invoice, Worksheet). Explains how to link Output to the Transaction Type and the related settings.

Explains the features of capturing transactions and the available reports.

• General Transaction Features: Explains the features available to all transactions and the rules (e.g. for pricing and quantities) that apply.
• Transactions List View Interface: Explains the fields, buttons and features available when viewing a list of transactions.
• Transactions List View Tutorials: Step-by-step instructions for using the available features when viewing transaction lists.
• Transactions Edit View Interface: Explains the fields, buttons and features when creating or editing transactions.
• Transactions Edit View Tutorials: Step-by-step instructions for creating, editing and deleting transactions.
• Transaction Warnings and Troubleshooting: Lists transaction warnings and errors and explains how to resolve them.

Brief explanations and screenshot examples of transactions.

Transaction Examples – Customers: Invoices, Credit Notes, Delivery Notes, Customer Receipts.

Proposals integrate with transactions and allow products to be customised (e.g. a customer can choose colour or design features, and a quotation that reflects those choices can be generated immediately).

• Proposal Templates Edit and List Views: Explains the fields, buttons and features for displaying, creating or editing proposal templates.
• Proposals Tutorials: Step-by-step instructions for creating proposal templates and using them in transactions.

The customer age analysis and ledger are part of the same interface.

• Customer Age Analysis and Statements: Explains the fields, buttons and features for displaying the customer age analysis and generating statements.
• Customer Detailed Ledger: Explains the fields, buttons and features for displaying the customer ledger.
• Customer Age Analysis and Ledger Tutorials: Step-by-step instructions for displaying the customer age analysis and ledger and using the available features.

Customer information can be viewed and edited from a browser using the Mobile App.

• Mobile App Interface: Explains the fields, buttons and features for using the Mobile App.
• Mobile App General Functions Tutorials: Step-by-step instructions for using the Mobile App.
• Mobile App Customers Interface: Explains the customer screens of the Mobile App.

The Mobile App dashboard displays custom reports. Select the reports for each user with the Mobile > Dashboard (Select from Custom Reports) setting.

Custom reports let you extract the data you need, in a way that is meaningful to you.

• Custom Reports: Explains the fields, buttons and features for displaying custom reports.
• Edit Reports List and Edit Views: Explains the fields, buttons and features for creating or editing custom reports.
• Edit Reports Tutorials: Step-by-step instructions for creating custom reports.
• Edit Reports: Edit SQL: Explains the fields, buttons and features for creating SQL queries. (A basic knowledge of SQL is required to use this feature.)
• Edit Reports Formatted Text: Examples of formatted text that can be used in custom reports.

The form designers can be used to customise quotations or invoices. Documents are linked using the Output Templates module.

• Output Templates Module: Explains the fields, buttons and features for using the output module.
• Output Template Tutorials: Step-by-step instructions for linking document templates to modules.
• Form Designer Interface: Explains the commonly used fields, buttons and features when creating custom documents using the Reportbuilder.
• Form Designer – Reportbuilder Tutorials: Step-by-step instructions for creating document templates.