Search Results

Create a policy group for various groups of policies other than the Division and Region  Click on the Policy Group button to create groups     Add groups  Assign a code and description for your group  

Create a new policy with attachments.  

This is where one can setup all the various incidents in the system. Below is some examples of Incident types  

This is where the user creates a new Debtor or search for an existing one System buttons: Search button allows a user to search using Basic Search Tab and Custom Search Tab At the top of the screen under the Debtors Setup heading, there are 5 buttons and th...

This is where the user creates a new Creditor or search for existing. System buttons Search button allows a user to search using Basic Search Tab and Custom Search Tab Basic Search Tab - if the creditor’s code in the basic search fields and other fields a...

This menu is used to create new and amend existing inventory items. We cater for three types of Inventory in the inventory setup: Stock Item: This would be physical stock such as a ruler. This is typically your Inventory items Service: This is not a physi...

Trackit> Configuration>Unit of Measure   Unit of measure is used as a standard for measurement of the physical quantity Standard Tab has four buttons: Add button: to add unit of measure Edit button: to view or make changes on the existing unit of measure ...

The asset item has many tabs and information on the asset            

Setup your TrackIT or Fixed Asset Item  

Asset actions are logs against an asset to control various historical actions that an asset has gone through. One can create a single action log on an asset , this is done within the asset edit screen . It is found in the top right hand corner of the edit scr...

In order for the statistics to auto calculate the number of total assets and the asset utilisation percentage . This needs to be set up in the system configuration module . It gives the user the option to automatically specify specific assets that they want ...

Create various actions against the fixed asset item . This will change the status and state of the item . You can change this to various locations , conditions , assign to an employee with the return date  All of these actions are logged in the Action Log ...

Create an audit on your fixed assets  The audits can be created by 1.Location  2.Assign To 3.Condition  4.Brand 5.Customer   Audits are divided into two types of audits  1.Standard audit  2.Blind audit     Standard audit Create an standard audit w...

This is a search option that searchers for assets that have been flagged as a vehicle    

Log an incident in the system    Add a new incident  Fill in all the necessary information on the incident    User setup will show an incident has occurred on the user for a period of time  

Search for all asset actions with various filters. You can view the action . Print the grid which will be based on your filter criteria Export the information into excel.  

Add a new customer on the mobile app          Click on the Plus symbol on the top right corner to add a new client Fill in the information for the client. Make sure that the tick is clicked in order to save the information before moving to the other menu...

Security setup Video Training Manual 2016 - Click Here Search and read information on a customer Menus include the following: General Details Contacts  Dashboard Quotes Sales Orders Last 15 Invoices Units by Month Invoice graph Attachments Navig...

Capture time against clients  New version    

The search window has three main sections Search button Refresh button Add button Search Search for specific time logs Refresh Click on this button to see existing time logs Add Button Add a new time log