- Companies
- Contacts
- Opportunities
- Calendar & Activities
-
Sales
- Sales
- Creating Invoices
- Sending Statements
- Backorder Invoices
- Progressive revenue
- Subscriptions
- Bulk send Invoices
- Returns
- Multi-currency for Sales
- Taking a Deposit
- Credit Notes
- Create Freight Quotes
- Outbound Shipments
- Getting Started with Web Quotes
- Sales Orders
- Making Credit Card Payments
- Logging Payments
- Repeating Invoice Placeholders
- Creating Repeating Invoices
- Set Up Web Quote Templates
- Online Invoice Templates
- Online Sales Order Templates
- Creating a Quote
-
Inventory
- Inventory
- Deactivating Products
- Requests For Quote
- Time Products
- Products
- Backorders
- Bay Locations
- Features
- Stock Tracking
- System Products
- Accounting details for Products
- Configuring Product Settings
- Products in Portal
- Suppliers
- Supplier Pricing
- Suppliers & Products
- Multi-currency for Purchasing
- Stock Transfers
- Barcodes
- Product Inventory Details
- Importing & exporting Product data
- Purchase Orders
- Managing Stock
- Stock Locations
- Stocktakes
- Product Batches
- Serial Numbers
- Different Price Types
- Inbound Shipments
- Working with Landed Costs
- Configurable Products
- Variable Products
- Time Billing
- Manufacturers and Suppliers
- FROM Location-based pricing
- TO Location-based pricing
- RFQ Web Templates
- Quantity-Based Price Breaks
- PO Web Templates
- Location-based Price Breaks
- Customer-Specific Pricing
- Deleting Special Prices
- Manufacturing
-
Marketing
- Marketing
- Create Marketing Lists
- Send Email Campaigns
- Creating a simple Web Form
- Smart Lists
- reCAPTCHA for Web Forms
- Facebook Lead Ads
- Add or Remove Contacts/Companies from Lists
- Creating a Marketing List from Advanced Filters
- Editing existing List members
- Exporting Marketing Lists
- Filtering by Lists
- Operations
- Training
- Reporting
-
Admin
- Admin
- Payment Terms
- Product Groups
- Product Categories
- Locations
- PDF and Email Template system preferences
- Pricing settings
- Sales & purchase settings
- Regional Settings
- Setting up Teams
- Credit Control
- System Quote Preferences
- Quote Form Templates
- Service Reports
- PDF Templates
- Couriers
- Calculating Landed Costs
- Payment Methods
- Creating SMS Templates
- Managing Connections
- Log into a User account
- Activate a new User account
- Users
- System security
- Setting up Teams
- Using Email Templates
- Using SMS Templates
- Using Letter Templates
- Creating Letter Templates
- Creating Email Templates
- Invoice Settings
Manufacturing Resources
You can add Resources and Resource Groups to your system to manage resources that you use for manufacturing in CRM.
Resources on a Work Order
You can manage these by navigating from the Main Menu > Resources from Admin > Calendar > Resources.
Access these from Admin > Calendar > Resources > Group.
These are high-level groups that you can add any number of Resources to – just click on the New Group button.
The example below shows ‘Ovens’ as a resource as they will be used to manufacture a range of Products.
Access these from Admin > Calendar > Resources > All Resources.
You can create any number of Resources and associate them with Resource Groups. Just click on the New Resource button to create a new Resource.
The example below shows a number of ovens that are all linked to the ‘Ovens’ Resource Group.
