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. Image
Logging In This guide will take you through logging into the AIM Tech Suite Image
How to Reset your Password This guide will take you through resetting your AIM Tech Suite password Image
The Dashboard Introducing the AIM Tech Suite Dashboard - Video Image
Requesting an Upgrade to Your Package This will show you an overview of the packages and you can apply to upgrade your package from here Image
Company Details Adding your logo and company details, to personalize all documents Image
Adding Users Adding users to your AIM Tech Suite system Image
Changing Permissions Altering the capabilities of users in your AIM Tech Suite system Image
Calendar Explained A guide to the In Built Calendar in your AIM Tech Suite System Image
Adding Codes and Phrases A guide to adding Industry Codes and Phrases Image
Adding Marketing Tags A guide to Adding Marketing Tags Image
Adding Decoration Methods A guide to adding Decoration Method Image
Terms and Conditions A guide to editing your terms and conditions Image
Sale Price Control How to change the default sale price by product, category or supplier Image
Tax Rules - UK For users within the UK Image
Constant Contact Integration How to integrate your system with Constant Contact Image
Company Stores How to create company stores / corporate scheme sites Image
Currency / Exchange Rates Currency designation explained / How to set a custom exchange rate for euros Image
QuickBooks Help How to get your QuickBooks account working with AIM Tech Suite Image

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) Image
Custom Product Enquiry Form This guide will walk you through inquiring on a custom product Image
Using the Clipboard This guide will take you through adding product to Clipboard Image
Clearing your Clipboard Clearing your Clipboard Image
Carrying Over Product Details for Similar Products This guide will walk you through copying details from one product entry to another Image
Adding Products This guide will show you how to add a Product to your order processing system Image

Customer Relationship Management

Importing Customers Importing existing Customers into your AIM Tech Suite system Image
Adding Individual Customers How to add in customers and prospects, one record at a time Image
Adding a Logo to a Customer Adding a Logo to a Customer in your AIM Tech Suite system Image
Adding an Address to a Customer Adding an Address to a Customer in AIM Tech Suite Image
Adding a Contact to a Customer Adding a Contact to a Customer in AIM Tech Suite Image
Adding Notes to the Contact Record How to add a note to a contact in AIM Tech Suite Image
Updating GDPR Details How to update contacts and report on them Image
Custom Flyers The Custom Flyers section of the system Image

Order Management

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

Financials

Receive Payment/Deposit This guide will show you how to receive a Payment or Deposit. Image
Refund a Credit This guide will show you how to Refund a Credit. Image
Customer Debt Analysis This guide will advise you of how to use the Customer Debt Analysis. Image