How can we help you?

Find answers, video tutorials, and step-by-step visual guides instantly.

Latest FAQ

185 results found
How to extract a sale order report with details?
#250 Customer management • 2 weeks ago

How to extract a sale order report with details?

From the Customer Management module, click on the Reports module, we click on the sales order report with details, the date is selected and all data is shown

How to extract the best-selling items report?
#249 Customer management • 2 weeks ago

How to extract the best-selling items report?

From the customer management module, click on the reports module, we click on the best-selling item report, the date is selected, and all the data appears

How to add customer classifications?
#248 Customer management • 2 weeks ago

How to add customer classifications?

From the Customer Management module, in the Settings module, we select the classification, then click on Add to record customer classifications

How to make a purchase order for a sale order?
#247 Customer management • 2 weeks ago

How to make a purchase order for a sale order?

From the customer management module, fill in the sales order module. A sales order is created, and after saving, you can press the purchase order button

How to update prices when prices increase or decrease?
#246 Customer management • 2 weeks ago

How to update prices when prices increase or decrease?

From the customer management module during registration, the offers module, there is a box for updating prices

“How to link offers and a sale order?
#245 Customer management • 2 weeks ago

“How to link offers and a sale order?

From the customer management module, fill in the sales order module, click on Add, then the offer is selected and a sales order is created with it

How to create an invoice for the offer?
#244 Customer management • 2 weeks ago

How to create an invoice for the offer?

From the Customer Management module, click on the Offers module, we search for the offer and then click on the Create Invoice button

How to withdraw a report for contacts?
#243 Customer management • 2 weeks ago

How to withdraw a report for contacts?

From the customer management module, download the reports module, choose the contacts report, and print it

How to withdraw a report on tracking requests?
#242 Customer management • 2 weeks ago

How to withdraw a report on tracking requests?

From the customer management module, enter the reporting module, select the order follow-up report, then choose the period, and you can choose a specific employ... Read more

How to add customer sites?
#241 Customer management • 2 weeks ago

How to add customer sites?

From the customer management module, Subscribe to the Clients module. When you add the client, the site is added, and you can view all the clients’ websites thr... Read more

How to raise clients in bulk?
#240 Customer management • 2 weeks ago

How to raise clients in bulk?

From the customer management module, download the client's module, and by uploading the file, the file is downloaded and then recorded and uploaded again

How to upload customer contacts in bulk?
#239 Customer management • 2 weeks ago

How to upload customer contacts in bulk?

From the customer management module, download the client's module, and by uploading the file, the file is downloaded, then filled and uploaded again

How to follow up on the client?
#238 Customer management • 2 weeks ago

How to follow up on the client?

From the customer management module, through the customer follow-up module, a follow-up is done

How to show all customers to anyone other than their account manager?
#237 Customer management • 2 weeks ago

How to show all customers to anyone other than their account manager?

From the customer management module, create a customer module when adding a customer. This is done by not linking them to a specific account manager or specific... Read more

How to make initial orders for a customer?
#236 Customer management • 2 weeks ago

How to make initial orders for a customer?

From the customer management module, the module for initial orders is created.

How to add customers to the system?
#235 Customer management • 2 weeks ago

How to add customers to the system?

From the customer management module, click on the customer module and click on the add button

#234 Project management • 2 weeks ago

How to extract a report on the number of employee hours for each custom project

How to extract the employee hours report for each custom project

#233 Project management • 2 weeks ago

How do I extract a report for each project and its cost?

From the project balance report, the reporting program within the project management module

#232 Project management • 2 weeks ago

How to extract a cost report for entire projects

From the project costs report within the project management module’s reporting program

#231 Project management • 2 weeks ago

How to add a stage to the project individually

From the projects program in the project management model, choose the stage and add the necessary data

#230 Project management • 2 weeks ago

How to add projects in bulk?

From the projects program in the project management module, when adding a project, there is an option to upload the file

#229 Project management • 2 weeks ago

How to modify project data?

From the projects program in the project management module, when adding a project, there is an option to modify it

#228 Project management • 2 weeks ago

How does a task assignment work on a project?

Through the project management sub module for tasks and schedule, a task assignment slot is selected and an addition is made

#227 Project management • 2 weeks ago

How can I follow up on the project?

Through the project management module, the Sub module for projects, after setting the project, there is a follow-up button to add follow-up to the project

#226 Project management • 2 weeks ago

Is there a possibility to upload collected data to the project?

Through the project management module, the Sub module for projects, the section for uploading collected data is tested, downloading the sheet, filling it out, a... Read more

#225 Project management • 2 weeks ago

How to add tasks to the project?

Through the project management module, the Sub module for projects, the field for adding tasks is tested, which can be placed individually or uploaded through a... Read more

#224 Project management • 2 weeks ago

How to add stages to the project in a group manner?

Through the project management module, the Sub module for projects, the phases tab is tested, the system sheet is downloaded, and it is uploaded again

#223 Project management • 2 weeks ago

How to add projects individually?

Through the project management module, the Sub module for projects, additions are made, data is filled in, then saved. There is a combined method by downloading... Read more

How are suppliers' prices compared for the same purchase order?
#222 Purchasing & Suppliers • 3 weeks ago

How are suppliers' prices compared for the same purchase order?

By selecting more than one supplier for the same purchase order in the suppliers’ offers screen

Is more than one receipt authorization registered on the same purchase order?
#221 Purchasing & Suppliers • 3 weeks ago

Is more than one receipt authorization registered on the same purchase order?

Yes, in the event that the full quantity is not received from the warehouse module, then the operations module is filled in, a receipt permit is selected, then... Read more

Need more help?

Our support team is always ready to assist you.

Contact Us