Search Results

Setup reminders and view current outstanding reminders  Video training manual 2016 - Click Here             Use the refresh to view existing reminders or Plus + button to a a new reminder Reminders are grouped into current, 7 days, less than 30 days and...

After clicking on the Plus + button   Reference - add a short note on what the reminder is about Copy button - copy the reference to the notes section Date - To days date will be the default Client - select the client the reminder is linked to Employee -...

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

Adding a new sales lead  

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

Some discount structures require an online check. A new button has been put on the quote list search. After you have entered all your items. Check on the discount button to update the customer discounts.   The system will check in this order for discounts...

Create and process an invoice from the Webatar app     Click on the refresh button to search for open invoices    

Create a new invoice by clicking on the Plus + button   There are three main menus 1.General Details 2.Items 3.Process   After entering the information click on the tick to save changes    Adding in a new item on the invoice    After capturing the l...

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  

Search for information on sales          

This menu group has the following menus:   1. Inventory 2. Bookin 3. Stock Count 4. Stock Transfer 5. Stock Request     

The inventory enquiry gives information about an item Video training 202402 - Webatar_inventory_enquiry.mp4 Price Location Brand, Make and Model Quantity on Hand Multiple pricing levels Stock Movement by a specific period Images and photos Item Acce...

BookIn an item for repair  

Create a stock count for stock in and stock out Video Training 202402 - Stock_Count_InOut.mp4 Create counts for Stock Count Stock Takes Stock Receive - GRV incoming stock Stock Return - Out going stock back to supplier Invoice - Out going stock to a c...

Stock Transfer (warehouse transfer) stock can be transferred from one warehouse to another using Stock Transfer within the Webatar App  Before you can transfer a stock item from one warehouse to another, the item must be linked to both warehouses. This is ...

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

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

Check for your outstanding tickets         

Search for pre created checklists