Navigate
2.0. Manage Modules
Login Upon starting your computer, you'll be prompted to enter your login credentials, specifically your login ID and password. Next, you'll be asked to select the company you wish to work with. This company selection is only available if you've ...
4.0. Using Favourite
Using Favourite Favourite is an Activity area for you to set commonly used modules shortcuts. This is to provide you a shortcut instead of clicking on Activities buttons to hunt down on the desired Modules. Adding to Favourite STEPS: Go to Favourite ...
6.0. Properties Tab
Check Creator and Updater at Properties tab The Created Date, Created By, Updated Date, and Updated By fields provide clear traceability for each document. These details, found in the Properties tab of all transactional documents (e.g., Quotations, ...
5.0. Manage Column
Switching Column Sequence STEPS: Go to SALES Activity Click QUOTATION Module Click Edit button In this example, Quotation module is used. You can do this for any of the module. Move mouse to any detail Header (see pic. red box) Right-Click Select & ...
3.0. Searching on Documents
Searching Function When using the system, it's important to be able to search for previously created documents effectively and accurately, as we often need to refer to them for information. For example, you might need to find out what you supplied to ...
1.0. User Interface
User Interface Being familiar with a software's user interface (UI) is crucial for several reasons. It allows users to gain more control over the application, reducing the need for second-guessing and minimizing errors, which can be time-consuming to ...