ADMIN REVIEW | 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 Templates | |
Internal Project Surveys (Installation, Design, Etc.) | |
GENERAL OVERVIEW | General Overview of e-manage|ONE and Menu Items |
Communications: Email, Email Templates, Signatures | |
Implementation Calendar | |
Grid Layouts | |
Action Items | |
Document Management | |
Search Functionalities | |
Prospecting Tool / Entering New Company Record | |
Work Order / Install Notes | |
SALES | Starting a Project |
Attaching Contacts to a Project | |
Other Project Information Tab | |
Creating a Lead Record | |
Creating / Completing Action Items | |
BILL OF MATERIALS | Bill of Materials |
Importing an XML / SIF File | |
Price By Menu | |
Change History / Delete Proof | |
Quote Settings | |
Emailing Quotes | |
Valid / Most Likely Check Boxes | |
Estimated P&L Report | |
Bill of Materials Report | |
Auto-Part Templates | |
ORDER | Booking an Order |
Generating Purchase Orders | |
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 Deposits | |
Batch Entry | |
Completing Orders / Projects | |
Job Costing / Final Profit & Loss | |
Commissions |
General
Content
Integrations
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