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Computer & Elektronik Software Sage Evolution Standard Benutzerhandbuch

My Contacts. Sage Evolution Standard

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230

• Contact Management Processing

Chapter 10 – Contact Management

My Contacts

You can create contacts who can be agents, employees, customers, people on your people database, or any other third party.

You access this function via the My Desktop...My Contacts menu option, or via the system tree My

Desktop... My Contacts function:

/

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Inhaltsverzeichnis

Sage Evolution Standard Range

19

Accounting Modules

19

New Module – Mobile Sales

19

Add-on and Stand-Alone Modules

20

Using the On-line Help

21

Using this Manual

25

Report Builder Documentation

25

Chapter 2 – System Manager

27

Creating a Company Database

28

Registering Your System

32

Link Workstations to Databases

35

Logging into the System

37

Program Updates

37

Working with Databases

39

The Database Management Console

39

Backing up Databases

40

Copying one Database to Another

42

Agents and Agent Groups

Controlling Agent Access

45

Viewing Agents Logged In

46

Other Administrative Functions

The Message Log Viewer

49

Chapter 3 – Using and Customising the System

51

Starting and Accessing the System

52

Using Multiple Windows

Chapter 4 – Common Elements

Company Bank Accounts

New Users / Databases

75

Existing Users / Upgrades

75

Recommended Setup Process

Chapter 6 – General Ledger

83

General Ledger Overview

84

General Ledger Elements

84

General Ledger Processing

88

General Ledger Opening Balances

90

Setting up General Ledger

General Ledger Maintenance

94

General Ledger Accounts

94

Budgets

95

General Ledger Processing

98

Journal / Cashbook Processing

General Ledger Enquiries

105

General Ledger Reporting

106

Chapter 7 – Accounts Receivable

107

Accounts Receivable Overview

108

Accounts Receivable Elements

108

Accounts Receivable Processing

113

Accounts Receivable Reports

115

Opening Balances

116

Accounts Receivable Add-on Modules

116

Setting up Accounts Receivable

117

Defaults

118

Sales Representatives

Accounts Receivable Groups

124

Customer Maintenance

125

Accounts Receivable Processing

126

Standard Transactions

127

Accounts Receivable Batches

129

Transaction Allocations

132

Allocation Utilities

133

Post Dated Cheques Due

134

Interest Charging

135

Accounts Receivable Enquiries

136

Accounts Receivable Reporting

137

Chapter 8 – Accounts Payable

139

Accounts Payable Overview

140

Accounts Payable Elements

140

Accounts Payable Processing

143

Accounts Payable Opening Balances

148

Accounts Payable Add-on Modules

148

Setting up Accounts Payable

Accounts Payable Groups

154

Accounts Payable Maintenance

155

Accounts Payable Processing

156

Standard Transactions

157

Accounts Payable Batches

158

Transaction Allocations

161

Automatic Payment and Remittances

Accounts Payable Enquiries

168

Accounts Payable Reporting

169

Chapter 9 – Inventory and Order Entry

171

Inventory and Order Entry Overview

172

Inventory and Order Entry Elements

172

Inventory and Order Entry Processing

176

Inventory Opening Balances

179

Inventory and Order Entry Add-on Modules

180

Setting up Inventory and Order Entry

Inventory and Order Entry Maintenance

190

Inventory Items

190

Inventory Global Changes

193

Purge Orders

194

Inventory and Order Entry Processing

195

Sales and Purchases Documents

195

Inventory Adjustments

Inventory and Order Entry Enquiries

204

Inventory Enquiries

204

Order Entry Enquiries

204

Inventory and Order Entry Reporting

205

Chapter 10 – Contact Management

207

Contact Management Overview

208

Contact Management Concepts

208

Processing Incidents

211

Reports and Enquiries

213

Setting up Contact Management

Contact Management Defaults

Contact Management Inventory Items

221

Contact Management Customers

222

Contact Management People

223

Contract Templates and Contracts

224

Contact Management Processing

226

Processing Incidents

226

Working with Existing Incidents

227

My Contacts

230

Contact Management Reporting

231

Chapter 11 - Bill of Materials

233

Bill of Materials Overview

234

Creating the Bill of Materials

234

Using the Bill of Materials to Manufacture

235

The Manufacturing Module

237

Setting Up and Maintaining Bills of Materials

238

Bill of Materials Defaults

Bill of Materials / Manufacturing Processing

242

Bill of Materials Reports

244

Chapter 12 - Multi-Currency

245

Multi-Currency Overview

246

Working with Multi-Currency

247

Setting up Currencies

247

Setting up Defaults and Accounts

248

Processing Sales and Purchases

Chapter 13 - Multi-Warehousing

253

Multi-Warehousing Overview

254

Working with Warehouses

255

Warehouse Defaults

255

Warehouse Maintenance

256

Inventory Maintenance

Chapter 14 - Point of Sale

261

Point of Sale Overview

262

Point of Sale Elements

262

Point of Sale Processing

264

Setting Up Point of Sale

Point of Sale Processing

Point of Sale Enquiries

275

Point of Sale Reports

275

Chapter 15 - Pricing Matrix

277

Pricing Matrix Overview

278

Working With the Pricing Matrix add-on module

279

Volume Discount Contracts

279

Volume Discount Templates

280

Discount Matrix

280

Volume Discount Reports

281

Chapter 16 - Serial Number Tracking

283

Serial Number Tracking Overview

284

Working with Serial Number Tracking

285

Inventory Maintenance

285

Serial Number Allocations

285

Serial Number Enquiries

287

Serial Number Reports

287

Chapter 17 – European Union / Intrastat

289

European Union and Intrastat Processing

290

EU Countries

291

EU Nature of Transaction Codes

Customer and Suppliers

294

Selling and Purchasing

294

Reports

295

Chapter 18 – Sage Intelligence Reporting

297

Sage Intelligence Reporting Overview

298

HTML for intranet or internet

299

Working with the Sage Intelligence Reporting

Creating a Standard Report

301

Chapter 19 – Fixed Assets

307

Fixed Assets Overview

Other Fixed Assets Elements

311

Fixed Assets Processing

312

Asset Reconciliation

314

Setting up Fixed Assets

315

Fixed Assets Defaults

Fixed Assets Maintenance

Fixed Assets Processing

327

Revaluing a Single Asset

328

Asset Impairment

329

Transferring a Single Asset

330

Sell/Scrap Assets

331

Partially Dispose of Assets

Asset Period Closing and Reopening

Fixed Assets Reporting

Chapter 20 – Bank Manager

343

Bank Manager Overview

344

Working with Bank Manager

345

Download the Bank Statement

Chapter 21 - System Audit Manager

352

System Audit Manager Processing

353

Chapter 22 – Voucher Management

354

Voucher Management Maintenance

Voucher Management Transactions

359

Accounts Receivable Vouchers

359

Accounts Payable Vouchers

360

General Ledger Vouchers

Voucher Management Enquiries

363

Voucher Management Reports

363

Chapter 23 – Debtors Manager

365

Introduction

366

Installation and Registration

Debtors Manager Maintenance

Email | SMS | Dashboard | UD Field

370

Percentage Collection Table

371

Debtors Manager Transactions

372

Notes

372

Debtor Age Analysis Screen

374

Email and SMS notifications

375

Debtors Manager Reports

Chapter 24 – Mobile Sales

379

Mobile Sales Overview

380

Mobile Sales Environment

380

Mobile Sales Technical Maintenance

Option 1 – Cloud Hosting

382

Option 2 – Local Hosting

383

Install the application on the device

384

Back Office and Master Files

Link your Devices to Agents

388

Device Maintenance

392

Device Default Settings

393

Scheduler

394

View Customer and Inventory Information

394

Processing Documents

395

Process Quotes and Sales Orders

395

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