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Setup of GoSweetSpot

API Connections GoSweetSpot

Register your company with GoSweetSpot and login. Get the API Key from the GoSweetSpot...

Updated 2 years ago by Pamela

Icons defined

Icons Defined

The system has various icons which allow one to understand what the button function will do. ...

Updated 2 years ago by Otsile

ICP Search

ENGYB - Activity ICP - Individual Connection Point

Search for all ICPs on every RFP Document

Updated 2 years ago by Malcolm

ICP Import for Consumption data

ENGYB - Activity RFP - Request For Proposal

Import data from current retailer for Consumption data Fix data with Day Light savings before im...

Updated 2 years ago by Malcolm

Request For Proposal - RFP Search

ENGYB - Activity RFP - Request For Proposal

Search for all active RFPs Search Search for RFPs Add Add a new RFP Edit Ed...

Updated 2 years ago by Malcolm

Bankit Intelligence Import and Export

BGL Activity BankIt Menu

When deciding what type of import to use for banking intelligence, it is based on the following: ...

Updated 2 years ago by Malcolm

Advanced Add Sales Order

BDM Activity Sales Order Menu

Adding a new Sales order Click on Add button to add a new sales order Sales order window S...

Updated 2 years ago by Otsile

Sales order default settings

BDM Activity Sales Order Menu

Sales Order Process Date Setup Video training manual 2019 - Click Here Set up the sales order p...

Updated 2 years ago by Malcolm

Courier Shipping invoice

BDM Activity Invoices Menu

Shipping Tab - Courier API The shipping tab works with a Courier company API. This API once set...

Updated 2 years ago by Malcolm

Build Kit

BDM Activity Quotation Menu

Build Kit Update Quantity tick box There is an alert for the user who wants to remove the tick b...

Updated 2 years ago by Paige

Email attachments alert

BDM Activity Quotation Menu

I would like to put an alert on the emailing of documents where the flag to email an attachment i...

Updated 2 years ago by Paige

Approval Options Drop Down

BDM Activity Quotation Menu

Debtors> Activity> Quotation> Approval Options Internal Approval This is when all invol...

Updated 2 years ago by Otsile

Add Debtors Interest Journals

BDM Activity Debtors Interest Transaction Menu

This utility will calculate and create a Debtor Journal for each debtor that is Checked to have i...

Updated 2 years ago by Otsile

Debtor Analysis

CJC Analysis Debtor Analysis

 Job Costing>Analysis>Debtor Analysis   Search – search button will search for the items select...

Updated 2 years ago by Paige

Job Capture History

CJC Analysis Job Capture History

Job Costing > Analysis > Job  Capture History    Job Capture Search History Allows the user to...

Updated 2 years ago by Paige

Job Delivery Note History

CJC Analysis Job Delivery Note History

Job Delivery Note History   History of all the completed Job Delivery note  Job Costing > Analy...

Updated 2 years ago by Paige

Job Costing Costing Sections

CJC Analysis Job Bom History

There are 4 sections to job costing •Quote – Budget •Manage – Actual •Delivery Note •Invoice ...

Updated 2 years ago by Paige

Job Bom History Help

CJC Analysis Job Bom History

Job Costing> Analysis > Job Bom History    This function is where you will find the list of all...

Updated 2 years ago by Paige

Add or Edit Job

AJC Configuration Job Team

Job Costing>Configuration>Job Team Job Team Code   Seq Job Team Name ...

Updated 2 years ago by Paige

Function Management

AJC Configuration Function Maintenance

 search tab shows available management functions. The user can search function by name. The N...

Updated 2 years ago by Paige