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Customer Dashboard

BDM Activity Customer Dashboard Menu

Debtors Module> Activity> Customer Dashboard Customer dashboard is like your personal control ce...

Updated 1 year ago by Pamela

Customer Price List

DDM Reports Debtors Report List Menu

      Debtors> Reports> Report List Gives a report on price levels in the system which can be se...

Updated 1 year ago by Pamela

Debtors Age Analysis

DDM Reports Debtors Age Analysis Menu

Age analysis a listing of debtors' accounts (i.e., the amounts owing to a business), usually prod...

Updated 1 year ago by Pamela

Inventory Recalc Summary File

DIM - Reports Inventory Recalc Summary File Menu

This screen keeps a log or trail of all inventory recalculations done in the system The recalcul...

Updated 1 year ago by Pamela

Adding Build Kit To Documents

General

To add the build to documents involves the same process as adding items or template task The adv...

Updated 1 year ago by Otsile

Inventory Management requirements

Requirements

In order to setup the inventory management system, there are certain minimum requirements require...

Updated 1 year ago by Malcolm

Asset Management Requirements

Requirements

In order to setup the asset management system, there are certain minimum requirements required. ...

Updated 1 year ago by Pamela

Group Codes Setup

AIM - Configuration Group Codes Setup Menu

Group codes are used for the following reasons: Categorise stock listing. Sales mapping - thi...

Updated 1 year ago by Pamela

Group Codes Search

AIM - Configuration Group Codes Setup Menu

Group codes cater for grouping of the inventory master listing into various product groups and al...

Updated 1 year ago by Pamela

Inventory Category Setup

AIM - Configuration Category Setup Menu

Inventory Categories are another way to group your inventory listing. if you use group codes to ...

Updated 1 year ago by Pamela

Add Invoice

BDM Activity Invoices Menu

Video training manual 2016 - Click Here Detail Tab Debtors Module> Activity>Invoice The Invoic...

Updated 1 year ago by Imraan

Debtor Collections

BDM Activity

The collections is a schedule of outstanding debtors the collections schedule allows one to ente...

Updated 1 year ago by Imraan

Froala HTML Editor Info

General Getting Started

This function allows users to enter information into a word type environment. Text can be change...

Updated 1 year ago by Malcolm

Inventory / Stock Setup

Setups Inventory / Stock Setup

Setting up Stock, Custom or Service Type items Inventory Module > Configuration > Inventory setu...

Updated 1 year ago by Malcolm

Creditors / Supplier Setup

Setups Creditors / Supplier setup

Setup Suppliers Creditors Module > Configuration > Creditors setup Video manual 202411 - Click ...

Updated 1 year ago by Malcolm

Debtors / Customers setup

Setups Debtors / Customers Setup

Setting up your customers Debtors Module > Configuration > Debtors setup Video manual 202411 - ...

Updated 1 year ago by Malcolm

General Ledger (GL) Setups

Setups General Ledger

Setting up the General ledger accounts General Ledger > Configuration > General Ledger Accounts ...

Updated 1 year ago by Malcolm

Log in

Login

This document gives you a quick step by step guide on how to get going. Watch login video 2023/1...

Updated 1 year ago by Malcolm

Company Profile

Setups System Configuration

Setting up all your company details. System Configuration > Administration > Company Profiles V...

Updated 1 year ago by Malcolm

Company Logo Change

Setups System Configuration

Changing and setting up your company logo. Training Video 2023/12 - Click here If this has not ...

Updated 1 year ago by Malcolm