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This is where a user will find the list of completed jobs in the system. Job Costing > Analysis > Completed Job History    Basic Search tab Allows the user to search for completed jobs quickly by using the following functions: Job Number – search by ente...

 Job Costing>Analysis>Debtor Analysis   Search – search button will search for the items selected for search Export – the export button allows the exporting of data to an excel spreadsheet Print – will open a quote print selection window and that will allo...

Job Delivery Note History   History of all the completed Job Delivery note  Job Costing > Analysis > Job Delivery History    Delivery Note History Help Basic Search tab allows the user to search for delivery notes history by entering the job number, deli...

Job Costing > Analysis > Job  Capture History    Job Capture Search History Allows the user to search for a job capture. Job Number: Will return the result containing the job number if available. Date from and to: Select the time period in which to look f...

Job Costing>Reports>Picking Slip Report View – Opens the currently selected Picking Slip to either view or change the information within. Print – Prints the currently selected Picking Slip.

The difference between the invoiced report and the Job overview report and the tick for show invoiced month. It is because JOB6232 has backdated invoice on the 31 August 2022, but Job was started on the 01 September 2022. This is creating a conflict between ...

This application allows for the creation of Check Sheets which are used in the Job Costing Module. Check Sheets are used to ensure that all the predefined steps in a standard job are completed. Webatar > Configuration > Checklist Template Video manual 2020 ...

This window is used to add Check Sheet Groups to the Check Sheet Template Webatar > Configuration> Check Sheet Template Setup   Standard Use to add, edit or delete a Check Sheet Group within the Check Sheet template Buttons Add Butt...

Check sheet groups are the logical grouping of activities that are used in the Check Sheet Template to create a Check Sheet CRM  Module> Configuration> Check List Groups   Code Search for a check list/ Item grouping using the list code or part of i...

CRM Module> Configuration > Check list Groups   Code Enter the check list group code Description Enter the check list group description Active Tick the active tickbox if the check list group is active Do not tick the tick box if the che...

The function of this application is to enable a standard list of questions to be defined which will be used in the Check Sheet Templates where there are more than one selection options available. These options will be listed on the check sheet and the person u...

Video Training Manual 2016 - Click Here This is where you search for an existing interaction type.  Webatar > Configurations > Interaction Types Name Search by interaction name Description Search by interaction description

Video Training Manual 2016 -  Click Here This is used to make notes of different types of customer interactions for example business meetings, telephone calls and support calls, etc. You can add new or edit an existing interaction type here The change in po...

 CRM Module > Configuration > Support Log ticket Setup Search Search the available list of created items Add Click Add to add a new support log ticket function Edit Click edit to amend the support log ticket item Cancel Impor...

To edit or add a new support log task follow this path CRM Module >Configuration >Support log Setup Tasks Status Root Cause Defaults   Add Sub Task Sub Task Code Enter a  Sub Task Code Sub Task ...

Webatar > Activity > Support logs  This is where the various statuses of the support log system is updated. Statuses can be color coded and one of them can be set as a default    Status sections can be deactivated should you have historical statuses. The ...

This is where the user creates a new Website Support Groups or search for an existing one. CRM Module> Configuration> Website Support Groups. If no filter options are selected all Website Support Groups records are displayed on the gird. Group Cod...

This is where the user adds or edits a Website Support Group. CRM Module> Configuration> Website Support Groups> Add/ Edit Button Group Code Enter Group Code Group Description Enter Group Description Sequence No Enter Sequence number of ...

This is where the user creates a new Website Support Form or search for an existing one. If you don't put anything on the search criteria, all support forms will appear Webatar > Configuration > Website Support Forms Video training manual - Click Here ...

 This function allows you to Add/Edit or Deleted the Website Support Form Webatar > Configuration > Website Support Forms   Code Enter Website Support Form Code Description Enter Website Support Form Code description Sequence No Enter in ...