Page Comparison

ADMIN REVIEW

Users / User Rights

Drop Down List Setup

Company Record Updates

Vendor Ref Codes

Internal Parts into Master Parts Listing

Project Action Item Setup

Commission Plans

Auto-Freight Parts

Auto-Part TemplatesInternal Project Surveys (Installation, Design, Etc.)

Marketing Campaigns

Tax Subscription / Downloading Tax Rates

Employee Manager

Internal Project Surveys 

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GENERAL OVERVIEW

General Overview of e-manage|ONE and Menu Items

Communications: Email, Email Templates, Signatures

Implementation Calendar (View)

Grid Layouts

Action Items

Document Management

Search Functionalities

Prospecting Tool / Entering New Company Record& Contact

Work Order / Install Notes

SALES

Starting a Project

Attaching Contacts to a ProjectOther

Project Information Order Status & Team Members Tab

Creating a Lead Record

Managing Opportunities & Jobs

Creating / Completing Action Items

BILL OF MATERIALS

Bill of MaterialsImporting

an XML / SIF FileAdding Parts to BOM

Price By Menu

Change History / Delete Proof

Quote Settings

Emailing Quotes / Save to e-manageONE

Valid / Most Likely Check Boxes

Phase / Hybrid Quoting

Estimated P&L Report

Bill of Materials Report

Price Checks / Quote Tool (If Applicable)

Direct Bills / GSA / State Contracts

Auto-Part Templates / Clipboard Manager

ORDER
ENTRY

Booking an Order

Generating Purchase Orders

Web Services / Sent OFDA (If Applicable)

Vendor Acknowledgements

OPERATIONS

Receiving

Scheduling (Implementation Calendar / Work Orders)

Punchlist

Completing Installs

Time Tracking / Job Costing

ACCOUNTING

Vendor Invoices

Customer Invoices

General Bills

Customer Payments / Customer DepositsBatch Entry

Completing Orders / Projects

Journal Costs

QB Integration

Job Costing / Final Profit & Loss

Commissions