# Client

Client Module

# New Client

# New Client

<span class="ts0">Add a new customer on the mobile app</span>

<span class="ts0"> </span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2911).png)<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(683).png)

<span class="ts0"> </span>

<span class="ts0">Click on the Plus symbol on the top right corner to add a new client</span>

<span class="ts0">Fill in the information for the client.</span>

<span class="ts0">Make sure that the tick is clicked in order to save the information before moving to the other menus.</span>

<span class="ts0">Once saved, there will be a green menu notification that the record has saved.</span>

<span class="ts0">Scroll to the right to see the next menu</span>

<span class="ts0"> </span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(685).png)

<span class="ts0">Next menu the address</span>

<span class="ts0">Fill in the address information and then click on the tick to save your information</span>

<span class="ts0">Scroll to the right to add any attachments</span>

<span class="ts0"> </span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(686).png)

<span class="ts0">Attachments</span>

<span class="ts0">After clicking on the Plus + button to add a new image</span>

<span class="ts0">Enter a description and decide whether to capture a new image or add an existing image</span>

<span class="ts0"> </span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(687).png)

<span class="ts0">Go back to the search window and sync to server</span>

<span class="ts0">Looking at the status it says Needs Sync. This means that the record is still on the phone but not on the server.</span>

<span class="ts0">Syncing to the server will take the record from the phone to the server.</span>

<span class="ts0"> </span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(688).png)

# Client Info

# Client Information

#### <span class="ts4">Security setup</span>

<span class="ts10">Video Training Manual 2016 - </span>[Click Here](https://vimeo.com/357006771)

<span class="ts0">Search and read information on a customer</span>

<span class="ts0">Menus include the following:</span>

- <span class="ts0">General Details</span>
- <span class="ts0">Contacts </span>
- <span class="ts0">Dashboard</span>
- <span class="ts0">Quotes</span>
- <span class="ts0">Sales Orders</span>
- <span class="ts0">Last 15 Invoices</span>
- Units by Month
- Invoice graph
- Attachments
- Navigate to client

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2912).png)<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(684).png)

<span class="ts0">The above menus are controlled by turning what the user sees or does not see.</span>

<span class="ts0">This setting is controlled in Huge ERP security in the user setup menu.</span>

<span style="color: rgb(45, 194, 107);">**<span class="ts0">System Configuration Module &gt; General &gt; User Setup &gt; Edit User &gt; Module Access tab</span>**</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(694).png)

# Time Logs

# Time Logs

<span class="ts0">Capture time against clients</span>

<span class="ts0"> </span><span class="ts0">New version</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2909).png)

<span class="ts0"></span>

# New Time Log

<span class="ts0">Click on the </span><span class="ts11">Plus + button</span><span class="ts0"> to add a new record</span>

<span class="ts0">Search for the customer.</span>

<span class="ts0">Enter the contact person you are working with (this will default the contact at the debtor/customer setup)</span>

<span class="ts0">Enter a short reference and summary of what has been done at the client</span>

<span class="ts0">Check date (will default today's date)</span>

<span class="ts0">Start time (when first adding the time log the log will assume the current time)</span>

<span class="ts0">Change the time</span>

<span class="ts0">Clicking on the Start Time button will set the time now</span>

<span class="ts0">End time (the system will automatically enter one hour later)</span>

<span class="ts0">Bill quantity - this will be based on the start and end time</span>

<span class="ts0"> </span><span class="ts0"> </span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(696).png)

<span class="ts0"> </span>

<span class="ts0">Information on general details when scrolling down</span>

<table border="1" id="bkmrk-not-billable-activat" style="border-collapse: collapse; width: 100%; height: 148.984px;"><colgroup><col style="width: 24.4644%;"></col><col style="width: 75.6548%;"></col></colgroup><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**<span class="ts0">Not billable</span>**</td><td style="height: 29.7969px;"><span class="ts0">activate if this time log is not billable</span>

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**<span class="ts0">Status</span>**</td><td style="height: 29.7969px;"><span class="ts0">select a status for this time log (default is set in the main system)</span>

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**<span class="ts0">Notes</span>**</td><td style="height: 29.7969px;"><span class="ts0">enter detailed notes for the time log</span>

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**<span class="ts0">Copy to memo</span>**</td><td style="height: 29.7969px;"><span class="ts0">use this button to add the notes to a memo note</span>

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**<span class="ts0">Copy to support log note</span>**</td><td style="height: 29.7969px;"><span class="ts0">if this time log is linked to a support log, you can copy notes to the support log problem section</span>

</td></tr></tbody></table>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(697).png)

<span class="ts0"> </span>

<p class="callout info"><span class="ts0">NOTE: </span><span class="ts0">Click on the tick to save changes before moving on to the next sub menus</span></p>

# Time Log Contract

<span class="ts0">This menu has additional information for the time log</span>

<table border="1" id="bkmrk-contract-this-links-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 16.8453%;"></col><col style="width: 83.2739%;"></col></colgroup><tbody><tr><td>**<span class="ts0">Contract</span>**</td><td><span class="ts0">this links the time log to a contract (a default is automatically set)</span></td></tr><tr><td>**<span class="ts0">Task</span>**</td><td><span class="ts0">the task is linked to a contract</span></td></tr><tr><td>**<span class="ts0">Service item</span>**</td><td><span class="ts0">the service item is linked to a task (the service item is what is shown on the invoice)</span></td></tr><tr><td>**<span class="ts0">Order number</span>**</td><td><span class="ts0">enter a order number</span></td></tr><tr><td>**<span class="ts0">Trackit</span>**</td><td><span class="ts0">Link the time log to a Trackit item</span></td></tr><tr><td>**<span class="ts0">Support log</span>**</td><td><span class="ts0">Link the time log to a support log</span></td></tr><tr><td>**<span class="ts0">Job </span>**</td><td><span class="ts0">Link the time log to a Job</span></td></tr><tr><td>**<span class="ts0">Employee rate</span>**</td><td><span class="ts0">set the employee rate</span></td></tr></tbody></table>

<span class="ts0">Three customized fields</span>

<table border="1" id="bkmrk-rate-1-%28normal-time%29" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 17.0834%;"></col><col style="width: 83.0358%;"></col></colgroup><tbody><tr><td>**<span class="ts0">Rate 1</span>**</td><td><span class="ts0">(Normal time)</span></td></tr><tr><td>**<span class="ts0">Rate 2</span>**</td><td><span class="ts0">(Time and half)</span></td></tr><tr><td>**<span class="ts0">Rate 3</span>**</td><td><span class="ts0">(Double time)</span></td></tr></tbody></table>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(698).png)

# Time Log Billing

<span class="ts0">Select the billing rate</span>

<span class="ts0">This rate is used for invoice and calculating the time log rate</span>

<span class="ts0">Bill quantity on time X bill rate = Total bill rate</span>

<span class="ts0"> </span>

<span class="ts0">Original billing rate</span>

<span class="ts0">This is a guide rate to what rate you would like to bill</span>

<span class="ts0">It is only used for reporting.</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(699).png)

# Travel Expense

<span class="ts0">Activate to charge for Travel</span>

<span class="ts0">Bill type</span>

1. <span class="ts0">Distance</span>
2. <span class="ts0">Time</span>
3. <span class="ts0">Both</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(700).png)

<span class="ts0">Activate for toll fees</span>

<span class="ts0">Charge toll fees or not</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(701).png)

# Visit Items

<span class="ts0">Add new items against the time log</span>

<span class="ts0">Stock, service or custom type items</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(702).png)

<span class="ts0"> </span><span class="ts0">Multiple items can be attached</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(703).png)

# Time Log Attachment

<span class="ts0">Add images of work done as proof of progress</span>

<span class="ts0">Click on the Plus + button to add a new image</span>

<span class="ts0">After syncing the time log, go to Uploads menu to sync the images to the server</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(704).png)

# Time Log Menus

<table border="1" id="bkmrk-email-to-self-email-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 21.7263%;"></col><col style="width: 78.3929%;"></col></colgroup><tbody><tr><td>**<span class="ts0">Email to self</span>**</td><td><span class="ts0">Email the time log to yourself</span></td></tr><tr><td>**<span class="ts0">Open support log</span>**</td><td><span class="ts0">if time log is linked to a support log you can open the support log</span></td></tr><tr><td>**<span class="ts0">Create reminder</span>**</td><td><span class="ts0">create a reminder on this time log</span></td></tr><tr><td>**<span class="ts0">Clone log</span>**</td><td><span class="ts0">make a copy of the time log</span></td></tr><tr><td>**<span class="ts0">Create sales lead</span>**</td><td><span class="ts0">create a sales lead from the time log</span></td></tr><tr><td>**<span class="ts0">Memo</span>**</td><td><span class="ts0">create a memo note on this time log</span></td></tr><tr><td>**<span class="ts0">Custom fields</span>**</td><td><span class="ts0">set the custom fields which are linked to this time log</span></td></tr></tbody></table>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(705).png)

<span class="ts0"></span>

# Sync to Server

<span class="ts0">After saved, sync the time log to server</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(706).png)

<span class="ts0"></span>

# Quick Time Log

<span class="ts0">Capture time without all the additional menus</span>

<span class="ts0">Only the very basics are here.</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2914).png)<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(680).png)

<span class="ts0">Add in a new quick time with the Plus + button</span>

<table border="1" id="bkmrk-employee-this-will-d" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 20.2977%;"></col><col style="width: 79.8215%;"></col></colgroup><tbody><tr><td>**<span class="ts11">Employee</span>**</td><td><span class="ts0">this will default to the user that is logged onto system</span></td></tr><tr><td>**<span class="ts11">Client</span>**</td><td><span class="ts0">add in the client that the log is against</span></td></tr><tr><td>**<span class="ts11">Job</span>**</td><td><span class="ts0">link to a job</span></td></tr><tr><td>**<span class="ts11">Task</span>**</td><td><span class="ts0">select the task</span></td></tr><tr><td>**<span class="ts11">Employee rate</span>**</td><td><span class="ts0">select the rate</span></td></tr><tr><td>**<span class="ts11">Support log</span>**</td><td><span class="ts0">link the time log to the support log</span></td></tr><tr><td>**<span class="ts11">Reference</span>**</td><td><span class="ts0">add a reference note, defaulted to the task description</span></td></tr><tr><td>**<span class="ts11">Service item</span>**</td><td><span class="ts0">service item linked to the task</span></td></tr><tr><td>**<span class="ts11">Non billable</span>**</td><td><span class="ts0">select if billable or not</span></td></tr><tr><td>**<span class="ts11">Notes</span>**</td><td><span class="ts0">add in notes for the time log</span></td></tr></tbody></table>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(707).png)

# Client Visit Split Time

#### <span class="ts4">Split time (</span><span class="ts100">this feature has been discontinued)</span>

<span class="ts0"> </span>

<span class="ts0">This time is used where you want to go into detail for every minute. Having a start stop button capturing time against a client.</span>

<span class="ts0">Merge all time into one time log or individual times.</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(681).png)

<span class="ts0">Add in a new time log</span>

<table border="1" id="bkmrk-reference-enter-a-su" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 16.3691%;"></col><col style="width: 83.7501%;"></col></colgroup><tbody><tr><td>**<span class="ts11">Reference</span>**</td><td><span class="ts0">enter a summary note</span></td></tr><tr><td>**<span class="ts11">Notes</span>**</td><td><span class="ts0">enter details of time log</span></td></tr><tr><td>**<span class="ts11">Client</span>**</td><td><span class="ts0">enter a client log is against</span></td></tr><tr><td>**<span class="ts11">Start </span><span class="ts0">/ Stop</span>**</td><td><span class="ts0">Select button to start time</span></td></tr><tr><td>**<span class="ts0">Start / </span><span class="ts11">Stop</span>**</td><td><span class="ts0">Select button to stop time</span></td></tr></tbody></table>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(708).png)

##### <span class="ts0">Stop time</span>

<span class="ts0">This will add an entry to the right side.</span>

<span class="ts0">Continue to add the next time</span>

<span class="ts0">Use the delete button to delete incorrect entry</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(709).png)

<span class="ts0"></span>

# Client Calendar

<span class="ts0">View your time logs in a calendar format.</span>

<span class="ts0">Go straight to the time log or the client information</span>

<span class="ts0"> </span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2915).png)<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(682).png)

<span class="ts0"> </span>

<span class="ts0">Calendar view by Day, Week or Month</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(710).png)

<span class="ts0"> </span><span class="ts0">Clicking on the entry allows one to open up time log or client information</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(711).png)

# Time Tracker

<span class="ts0">Time tracker works with Clock in and Clock out</span>

<span class="ts0">Use the Clock in to create a time log which is linked to a support log or job</span>

<span class="ts0"> </span><span class="ts0"> </span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2916).png)

<span class="ts0"> </span>

<span class="ts0">Type:</span>

1. <span class="ts0">Check in</span>
2. <span class="ts0">Sick</span>
3. <span class="ts0">Leave</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(712).png)

# Client Visit

# Visit

<span class="ts0">Client visit allows you to capture the following for a client/ customer you are visiting: </span>

- <span class="ts0">Capture Timesheet</span>
- <span class="ts0">Email Timesheet/ client visit to self</span>
- <span class="ts0">Open support Log</span>
- <span class="ts0">Create reminder</span>
- <span class="ts0">Clone Log</span>
- <span class="ts0">Clone Log</span>
- <span class="ts0">Create Quote</span>
- <span class="ts0">Create Sales Lead</span>
- <span class="ts0">Add notes to the customer</span>
- <span class="ts0">Create Quick Stock Count</span>

<span class="ts10">Video Training Manual 2017 - </span>[Click Here](https://vimeo.com/361685413)

---

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/scaled-1680-/jV4image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/jV4image.png)

---

<span class="ts0">Old Video Training Manual 2016 - </span>[Click here](https://vimeo.com/357006860)

# Client Visit Setup

#### <span class="ts4">Security setup</span>

<span class="ts4">You can setup security access for client visit on the Huge ERP system.</span>

<span class="ts4">This will allow you to control who sees what on their Webatar mobile</span>

<span class="ts0">To be able to add security to users Webatar go to:</span>

<span style="color: rgb(45, 194, 107);">**<span class="ts0">System Configuration Module &gt; General &gt; User Setup &gt; Edit/Add User &gt; Module Access tab</span>**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/scaled-1680-/rOSimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/rOSimage.png)

<span class="ts0">Click on Edit to edit the existing Webatar role or click Add to create a new Webatar mobile app role</span>

<span class="ts0">This will lead you to the Items tab, add all put a tick on any items that a user will need access to </span>

<span class="ts0">Once complete click on the Menu Tab</span>

<span class="ts0">Select the menu you want to add security for </span>

<span class="ts0">In this case, select Client Visit</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/scaled-1680-/Fkfimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/Fkfimage.png)

The user will only have access to the menus on the right and not the left

Click Save and Close

Make sure you put a tick on by Mobile Access

Then click save and close again

---

#### Webatar Security View

To view security changes, you need to open your Webatar to sync, so all changes can take effect.

Below is how security menus will be displayed on the Webatar App

All menus that the user does not have access to will not show

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/scaled-1680-/JoFimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/JoFimage.png)

# Search Window

<span class="ts0">The search window has three main sections</span>

1. Search button
2. Refresh button
3. <span class="ts0">Add button</span>

<table border="1" id="bkmrk-search-search-for-sp" style="border-collapse: collapse; width: 100%; height: 88.8px;"><colgroup><col style="width: 31.143%;"></col><col style="width: 68.8323%;"></col></colgroup><tbody><tr style="height: 29.6px;"><td style="height: 29.6px;">**Search**</td><td style="height: 29.6px;"><span class="ts0">Search for specific time logs</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**Refresh**</td><td style="height: 29.6px;"><span class="ts0">Click on this button to see existing time logs</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**Add Button**</td><td style="height: 29.6px;">Add a new time log</td></tr></tbody></table>

<span class="ts0"> </span><span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(692).png)

<span class="ts0"> </span>