- Companies
- Contacts
- Opportunities
- Calendar & Activities
-
Sales
- Sales
- Sales Orders
- Getting Started with Web Quotes
- Multi-currency for Sales
- Taking a Deposit
- Subscriptions
- Backorder Invoices
- Outbound Shipments
- Creating Invoices
- Create Freight Quotes
- Returns
- Credit Notes
- Bulk send Invoices
- Sending Statements
- Progressive revenue
- Creating Repeating Invoices
- Repeating Invoice Placeholders
- Logging Payments
- Making Credit Card Payments
- Set Up Web Quote Templates
- Online Invoice Templates
- Online Sales Order Templates
- Creating a Quote
-
Inventory
- Inventory
- Barcodes
- Stock Tracking
- Requests For Quote
- System Products
- Accounting details for Products
- Deactivating Products
- Configuring Product Settings
- Products in Portal
- Suppliers
- Supplier Pricing
- Working with Landed Costs
- Suppliers & Products
- Multi-currency for Purchasing
- Configurable Products
- Time Billing
- Stock Transfers
- Bay Locations
- Time Products
- Products
- Stock Locations
- Stocktakes
- Product Batches
- Serial Numbers
- Inbound Shipments
- Different Price Types
- Purchase Orders
- Backorders
- Managing Stock
- Variable Products
- FROM Location-based pricing
- Manufacturers and Suppliers
- TO Location-based pricing
- Features
- RFQ Web Templates
- PO Web Templates
- Quantity-Based Price Breaks
- Location-based Price Breaks
- Customer-Specific Pricing
- Deleting Special Prices
- Manufacturing
-
Marketing
- Marketing
- Smart Lists
- Create Marketing Lists
- Send Email Campaigns
- Creating a simple Web Form
- 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
- Credit Control
- Product Categories
- Product Groups
- Calculating Landed Costs
- PDF and Email Template system preferences
- Quote Form Templates
- PDF Templates
- Locations
- Invoice Settings
- Managing Connections
- Creating Email Templates
- Creating Letter Templates
- Using Letter Templates
- Using SMS Templates
- Setting up Teams
- Using Email Templates
- System Quote Preferences
- Service Reports
- Regional Settings
- Payment Methods
- Payment Terms
- Sales & purchase settings
- Setting up Teams
- Pricing settings
- System security
- Users
- Activate a new User account
- Log into a User account
- Couriers
- Creating SMS Templates
About Training
Ideal for Training and Education Providers, the Training group contains the following modules:
- All Courses – from this module you can add and manage your training courses, create web forms for online booking, track attendees and bookings, add course costs and enable online payments.
- Bookings – manage all your course bookings in one place.
- Training History – view all historical course bookings.
Videos
For further information, see our video section on Training.