Updates to this help documentation

Secure Features

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Internal Help System

Customer support.png

Customer support

Article

Reporting basics using PowerBI or Excel

Bank Reconciliation - Statement centric - uploaded and remembered bank statement lines

Healthpoint schema for reporting.png

Go Live: Importing Open Purchase Orders

new rd invoice to upload-pauls mods.xlsx

FindReference.GIF

ImportFile.GIF

Errors.GIF

new.xlsx

BulkShipment.GIF

hopo_POs.xlsx

Logged in Global Help Home

Purchasing Module

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Limousine Transfers Booking Wizard for Agents with login

BalsamiqProject_77136876.bmpr

balsamiq_wireframe_2278E287-509B-183B-1098-2EC38DDDB7D8_Master.png

Limousine Transfer Bookings

manifest example pdf.png

Transfer manifests.png

Transfer booking.png

Driver and partner rcti transfer bookings.png

setting autoemail invoice.png

Transfer customer invoice.png

Example transfer customer invoice.png

How to invoice transfer bookings.png

Driver rates contract.png

Transfer Rates Contract.png

Booking agent role.png

Planning the work.png

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incomplete transfer bookings.png

New Limo Transfer Booking.png

BalsamiqProject_77136494.bmpr

balsamiq_wireframe_2278E287-509B-183B-1098-2EC38DDDB7D8_Master.png

Manifest.png

rate tiers.png

drivers that are delegates.png

Person availability screen.png

driver of a bus.png

Scheduling transfers.png

Planning the Work

BalsamiqProject_77136529.bmpr

balsamiq_wireframe_84A8C789-7272-4D27-BEB7-A0C55D5CEE9C_Master.png

balsamiq_wireframe_2278E287-509B-183B-1098-2EC38DDDB7D8_Master.png

limo booking2.png

Driver creditor that is a delgation partner.png

Limo booking.png

Manly cbd area.png

Destination cbd.png

Delegation partners.png

Limousines

fares for limousines.png

balsamiq_wireframe_0F37A0E9-37A0-425D-A824-07372695CC8F_Master.png

Drivers.png

Screen Shot 2020-06-09 at 4.07.34 pm.png

limousine.png

Flight Centre.png

Adina Hotels.png

Manly Destination.png

Sydney destination.png

Sydney airport destination.png

Limousines.png

Thumbprint Scanner Setup

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bank req example.jpg

keys and tables.jpg

Journal lines linked to stock transactions.png

Journal lines linked to stock transactions

BalsamiqProject_27164981.bmpr

jt offered in the grid.jpg

example of offered templates.jpg

right click options.jpg

create new template.jpg

matching of tyro journal.jpg

save the journal template.jpg

creating a journal template.jpg

add a journal into the batch.jpg

bank req example.png

Bank Reconciliation remembered upload

Bank Reconciliation remembered upload.png

manual action.jpg

import.jpg

drag and drop import.jpg

columns required in the sheet.jpg

Sample bank file.csv

Lifecycle of an Article Process

Lifecycle of an Article Process.png

How to find the top 100 selling items.png

can do stock adjustment from reorder settings.jpg

sql diagram.jpg

core tables.jpg

entities and relations.jpg

stock diagram.jpg

price analysis on article tab.png

stock levels in stores.png

tags on warehouse.png

fingerprint scanner.png

weekly sell rate.jpg

Article Categories

recommended bay.jpg

current image size2.jpg

colour variants.jpg

sizes.jpg

can filter by attribute in sales order.jpg

search in finder.jpg

where it is used.jpg

profile option.jpg

Point of Sale

retail image.jpg

setting up POS EFTPOS

efpos device.jpg

Delivery Zone

Price Lists - Printing

Brands

brands example.jpg

nip panel.jpg

Logged in Global Help

Distribution - Clothing

How to forecast and plan purchasing

warehouse.jpg

Managing Clothing Articles

franchising.jpg

tableware and barware.jpg

food packaging.jpg

Bottom up Sales Forecast Flow

Top Down Revenue Forecasting Flow

Clothing Seasonal Sales Forecasting

Reporting and Dashboarding

nutritional information.jpg

has NIP.jpg

food naming algorithm.jpg

Working with Jira

editing a table.jpg

assemble a form.jpg

data grid table.jpg

mockup.jpg

recent issues.jpg

enter data for new issue.jpg

create a new issue.jpg

find if issue exists.jpg

Stock Management Role

Manufacturing Role

Training Overview

School Bus runs

Shuttle Bus

selling professional reports.jpg

We configure our software using Agile methodology

Role based help.jpg

Role based help.jpg

EDI Sales Orders Module

Jira Markup

System Modules - high level overviews

Website, Portal, iPhone and Android Implementations

Role Based Training

Scheduled Buses

Training for a Shuttle Franchisee - Network Driver Business Owner

Training for a Shuttle Franchisee - Franchise Area Owner

admin.jpg

financials.jpg

fiancials.jpg

general help.jpg

Training for a Shuttle Franchisor

Prioritisation.jpg

Areas in the system.png

Areas in the system

Config Keys in use

Updates to this help documentation

Training Docs

Seasonal Sales Order

season definition on sales order.jpg

Sample

stock status.jpg

Seasons

seasonal definitions.jpg

General Inventory Management Module

Sales Module General information

Customer Portal Module

Accounts Receivable Module (AR)

Accounts Payable Module (AP)

General Accounting Module

Fixed Assets Module

Community Module

Webstore Module

Outbound Freight Booking Module

Sales Runs Module

Web Queries Module (External Webstore)

Route Shuttle Bus Module

Tourist Attractions Module

Bus Tours Overview

EDI Process Flow_v2

EDI Process Flow_v2.png

EDI Process Flow