e-manage|ONE Glossary

e-manage may use some terms you are not familiar with or are different than what you are used to. Below is a list to help get familiar with the e-manage terminology.

Projects	Potential sales opportunities
Leads / Lead Records	A way to track potential business before you have a scope of work (to start a project); Also a way to track your marketing efforts using marketing campaigns
Jobs	Projects change into Jobs after being booked as an order
Action Items	Workflow processes, milestones or work that needs to be done in your organization, internal e-mails
Implementation	Is the same as Installation (we use this term because it covers multiple business types and activities)
Current Opportunities	All active Projects (Moves to Backlog once it has been booked)
Booked	Processed order in the order entry module
Backlog	Booked Jobs that have not been invoiced to the customer for final
Cashflow Management	All open orders that have Backlog $ or Open AR or Unpaid Bills
Active Quotes	Quotes that are within the expired date of the quote
Expired Quotes	Quotes that are beyond the expired date
Bill of Materials	A bill of materials or product structure is a list of parts (furniture and/or services) and the quantities of each needed to build a customer quote and order product and/or services
Option	A new option creates a new unique quote number; Options can also be combined to create one quote; Options can also truly be used to present multiple options to a client
Phase	Phases are typically used for organizing your BOM structure into different "Tags" or "Sections" but can also be used truly for multiple Phases of a Project (i.e. Conference Room, Room 105, Phase 1, Phase 2, Etc.)
BOM	This is the area of the Bill of Materials that contains parts
Grid(s)	Data in the form of a grid that can be visually modified; You will see grids in just about every window in e-manage

e-manage Administrator Terms

User Groups	Groups of users responsible for performing Action Items
User Profiles	Rights for groups of users
Drop Down Lists	All drop downs in e-manage that can be configured & customized to fit your Dealership needs