Order Management Videos

 

New Dashboard

 

Dashboard Widgets Editing The Dashboard Quick Search
New Dashboard navigation overview What each widget does in the new dashboard Customise your own dashboard Using the new quick search feature

 

Product Search

 

Product Search Display Options Using the Clipboard Clipboard Lists
How to use the Product Search function Customize your display when searching for products Discover how to add products onto the Clipboard How to setup and use clipboard lists

 

Custom Flyers

 

     
Custom Flyers      
Customise & advertise your Custom Flyers      

 

Projects

 

Create a New Project Creaing a New Presentation Presentation Design Creating A New Quotation
How to create a new project Creating a Presentation from a new project Customise your Presentation document How to create a new Quote from a Project
Quotation Design Creating a Sales Order Sales Order Design Creating a Purchase Order
Customise your Quotation document How to create a new Sales Order Customise your Sales Order document How to create a Purchase Order from an existing Sales Order
Purchase Order Design Creating a Sales Invoice Sales Invoice Design Searching for Projects
Customise your Purchase Order document How to create a Sales Invoice from an existing Sales Order Customise your Sales Invoice document Searching for projects using the new projects overview
     
Project Overview      
A look into the new options available when selecting a project      

 

Customers

 

     
Customer Overiew      
Take a look at the new layout for Customer Overview