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Trackit (Asset Tracker) Trackit is like a cardex system keeping track of all important informati...

This menu group has the following menus:   1.TrackIT (Asset Tracker) 2.Support Log 3.Check Li...

BookIn an item for repair  

This menu group has the following menus:   1. Inventory 2. Bookin 3. Stock Count 4. Stock Tr...

Search for information on sales          

Quick view for sales reps         Run the Activity report for sales rep information  

Quick view for sales reps          Run the Activity report for sales rep information  

Create a new invoice by clicking on the Plus + button   There are three main menus 1.General D...

Create and process an invoice from the Webatar app     Click on the refresh button to search f...

Some discount structures require an online check. A new button has been put on the quote list se...

Create new quotes for customer          Click on the Refresh button to view quotes / orders ...

Adding a new sales lead  

Track and add new sales leads in the Webatar app.           Click on the Refresh button to vi...

After clicking on the Plus + button   Reference - add a short note on what the reminder is abou...

Setup reminders and view current outstanding reminders  Video training manual 2016 - Click Here ...

Balance Enquiry  Get a balance of the account This will check the balance enquiry with the wall...

Attachments Add attachments to the Purchase Order    Email to self Send the copy of the purch...

The search window has three main sections   1.Plus + button 2.Refresh button 3.Search button ...

Capture a purchase order to order stock        Purchase orders refresh and add new  

Time tracker works with Clock in and Clock out Use the Clock in to create a time log which is li...