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Support Log Capture Process

BCR Activity Support Log Ticket Menu

CRM Module> Activity> Support Log Ticket Select: Support Log Ticket Menu Item bv Click the Ad...

Updated 2 years ago by Otsile

Support Log Ticket Search

BCR Activity Support Log Ticket Menu

The Support Log Ticket is essential and serves as a centralised repository for all relevant suppo...

Updated 2 years ago by Otsile

Additional Creditor Properties

ACM Configuration Additional Creditor Properties Menu

Creditors Module>Configuration > Add Creditor Properties Additional Creditors Properties Help ...

Updated 2 years ago by Paige

Add Support Log Ticket

BCR Activity Support Log Ticket Menu

Detail Tab Video training manual 2016 - Click Here  Support log tickets are used to capture wor...

Updated 2 years ago by Otsile

Sales Leads - Reminder Create

BCR Activity Sales Leads

Make date fields smaller •Swap Follow up date and estimated close date •Follow up date field cr...

Updated 2 years ago by Paige

Sales Leads Source

BCR Activity Sales Leads

Leads find companies through numerous of channels The  Webaccounting system allows for the setup...

Updated 2 years ago by Paige

Create a Quote From Sales leads

BCR Activity Sales Leads

Create a quote  The system allows for a creation of a quote from the sales leads  Click on crea...

Updated 2 years ago by Paige

SMS Mailing List Help

BCR Activity SMS Mailing List

Video training manual 2016 - Click Here Details Tab: Shows all the mailing list created. Hist...

Updated 2 years ago by Paige

Debtor/Lead Interactions Help

BCR Activity Debtor/Lead Interactions

This allows a user to interact with the customers. Basic Tab – Search button Debtor/Lead - se...

Updated 2 years ago by Paige

Reminder Search Help

BCR Activity Reminder

It helps one to create a reminder of something, works like an alarm. It allows a user to search...

Updated 2 years ago by Paige

Support Request

BCR Activity Support Request Search

A support request search entails the list of requests sent through from the Website Support Th...

Updated 2 years ago by Paige

User Dashboard

BCR Activity User Dashboard

Webatar > Activity> User dashboard  Purpose: The User dashboard was designed to give easy acc...

Updated 2 years ago by Paige

Inventory Average Costing

AIM - Configuration

Video training manual 2016 - Click Here The system caters for 1 average costing 2 ...

Updated 2 years ago by Imraan

Link Group Code to Inventory Item

AIM - Configuration Group Codes Setup Menu

Once the groups have been created, you will need to link the inventory Items to the respective gr...

Updated 2 years ago by Imraan

Report Grouping Setup

AIM - Configuration Group Codes Setup Menu

Report Grouping allows one to link various groups This assists when generating reports, so that ...

Updated 2 years ago by Imraan

GL Properties Cost Centers

AGL Configuration Additional GL Properties Menu

An example of setting up cost centres. Choose the General Ledger module and click on Administrati...

Updated 2 years ago by Paige

Debtors Saving Item line Error #7207 and #5802

Error Code

Error message #7207 and 5802 The reason you are getting this error is because the supplier c...

Updated 2 years ago by Otsile

Creditors Template List Search

BCM Activity Creditors Template List Menu

Creditors Module>Activity>template List A List of templates can be created in the system to use ...

Updated 2 years ago by Malcolm

Add Creditor Interaction

BCM Activity Creditor Interactions Menu

This part allows a user to insert the interactions. Details Tab Creditors select credi...

Updated 2 years ago by Malcolm

Stock Return Note Search

BCM Activity Stock Return Notes Menu

Creditors >Activity >Stock Return Note This record is used to confirm all goods that have been r...

Updated 2 years ago by Malcolm