Project Overview |
An Overview of Projects in AIM Tech Suite |
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Searching for Projects |
How to Search for Projects in AIM Tech Suite |
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Quotes Explained |
An Explanation of Quotes in AIM Tech Suite |
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How to Create a Credit Note |
How to create a credit note and assign it to a project |
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How To Create a Follow Up |
How to create a follow up in AIM Tech Suite |
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How to Raise a Pro Forma Invoice |
How to generate a pro forma style invoice in AIM Tech Suite |
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Checking Live Inventory |
A guide to checking Supplier Inventory |
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Reporting Overview |
A guide to generating reports in AIM Tech Suite |
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Separator Line |
How to use the Separator Line to define additional costs |
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Acknowledging web orders |
How to remove the notification bubble that appears above Projects |
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Sending Sample Orders |
How to create and send Sample Orders to Suppliers |
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Creating Sales Orders |
How to create, add products to, and customize a Sales Order |
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Creating Purchase Orders |
How to create a Purchase Order |
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Presentations from Clipboards |
How to create a Presentation from a Clipboard |
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Presentations from Projects |
How to create a Virtual Sample enabled Presentation from Projects |
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Applying a Deposit to an Order |
How to apply a deposit to a Sales Order |
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Marking an Invoice as Fully Paid |
How to see an invoice through to full payment within the system |
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Attaching Artwork to an Order |
How to attach your own artwork to a sales/purchase order or quote |
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How to Change Product Images |
This document will show you how to change product images on your documents |
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Editing Sell Prices Using the GM on Presentations |
How to edit sell prices using the Gross Margin on Presentations |
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