AIM Tech Suite - Order Processing System
System Administration / Getting Started
| An Introduction to Business in a Box | This guide will advise you of what is included in a Business in a box package. |  |
| Logging In | This guide will take you through logging into the AIM Tech Suite | |
| How to Reset your Password | This guide will take you through resetting your AIM Tech Suite password |  |
| The Dashboard | Introducing the AIM Tech Suite Dashboard - Video | |
| Company Details | Adding your logo and company details, to personalize all documents | |
| Adding Users | Adding users to your AIM Tech Suite system | |
| Changing Permissions | Altering the capabilities of users in your AIM Tech Suite system | |
| Calendar Explained | A guide to the In Built Calendar in your AIM Tech Suite system | |
| Adding Codes and Phrases | A guide to adding Industry Codes and Phrases | |
| Adding Marketing Tags | A guide to Adding Marketing Tags | |
| Adding Decoration Methods | A guide to adding Decoration Method | |
| Terms and Conditions | A guide to editing your terms and conditions | |
| Sale Price Control | How to change the default sale price by product, category or supplier | |
| Tax Rules - UK | For users within the UK | |
| Constant Contact Integration | How to integrate your system with Constant Contact | |
| Company Stores | How to create company stores / corporate scheme sites | |
| Currency / Exchange Rates | Currency designation explained / How to set a custom exchange rate for euros | |
| QuickBooks Help | How to get your QuickBooks account working with AIM Tech Suite | |
Products
| Searching for Product | This guide will walk you through searching product | |
| Creating Advanced Virtual Samples | How to create an advanced Virtual Sample (logo and text) | |
| Custom Product Enquiry Form | This guide will walk you through inquiring on a custom product | |
| Using the Clipboard | This guide will take you through adding product to Clipboard | |
| Clearing your Clipboard | How to clear your clipboard | |
| Carrying Over Product Details for Similar Products | This guide will walk you through copying details from one product entry to another | |
| Adding Products | This guide will show you how to add a Product to your order processing system | |
Customer Relationship Management
| Importing Customers | Importing existing Customers into your AIM Tech Suite system | |
| Adding Individual Customers | How to add in customers and prospects, one record at a time | |
| Adding a Logo to a Customer | Adding a Logo to a Customer in your AIM Tech Suite system | |
| Adding an Address to a Customer | Adding an Address to a Customer in AIM Tech Suite | |
| Adding a Contact to a Customer | Adding a Contact to a Customer in AIM Tech Suite | |
| Adding Notes to the Contact Record | How to add a note to a contact in AIM Tech Suite | |
| Updating GDPR Details | How to update contacts and report on them | |
| Custom Flyers | The Custom Flyers section of the system | |
Order Management
| Project Overview | An Overview of Projects in AIM Tech Suite | |
| Searching for Projects | How to Search for Projects in AIM Tech Suite | |
| Quotes Explained | An Explanation of Quotes in AIM Tech Suite | |
| How to Create a Credit Note | How to create a credit note and assign it to a project | |
| How To Create a Follow Up | How to create a follow up in AIM Tech Suite | |
| How to Raise a Pro Forma Invoice | How to generate a pro forma style invoice in AIM Tech Suite | |
| Checking Live Inventory | A guide to checking Supplier Inventory | |
| Reporting Overview | A guide to generating reports in AIM Tech Suite | |
| Separator Line | How to use the Separator Line to define additional costs | |
| Acknowledging web orders | How to remove the notification bubble that appears above Projects | |
| Sending Sample Orders | How to create and send Sample Orders to Suppliers | |
| Creating Sales Orders | How to create, add products to, and customize a Sales Order | |
| Creating Purchase Orders | How to create a Purchase Order | |
| Presentations from Clipboards | How to create a Presentation from a Clipboard | |
| Presentations from Projects | How to create a Virtual Sample enabled Presentation from Projects | |
| Applying a Deposit to an Order | How to apply a deposit to a Sales Order | |
| Marking an Invoice as Fully Paid | How to see an invoice through to full payment within the system | |
| Attaching Artwork to an Order | How to attach your own artwork to a sales/purchase order or quote | |
| How to Change Product Images | This document will show you how to change product images on your documents | |
| Editing Sell Prices Using the GM on Presentations | How to edit sell prices using the Gross Margin on Presentations | |
Financials
| Financial Payment Processing | See how the full payment processing works | |
| Raising Credit Notes | How to raise credit notes in AIM Tech | |
| Applying Credit Note to Invoice | How to apply credit notes to invoices in AIM Tech | |
| Customer Debt Analysis | This guide will advise you of how to use the Customer Debt Analysis | |
