Manualzz

Explorar diretório
Manuais salvos
Português
English Deutsch Español Français Italiano Русский 日本語 العربية Български বাংলা Čeština Dansk Ελληνικά Eesti فارسی Suomi ગુજરાતી עברית हिन्दी Hrvatski Magyar Indonesia ಕನ್ನಡ 한국어 Lietuvių Latviešu മലയാളം मराठी Nederlands Norsk Polski Română Slovenčina Slovenščina Српски Svenska Kiswahili தமிழ் తెలుగు ไทย Türkçe Українська اردو Tiếng Việt 中文

Início Explorar Meus manuais

Computadores e eletrônicos Software Sage Evolution Standard Guia de usuario

Chapter 24 – Mobile Sales. Sage Evolution Standard

PDF

Documento

Anúncio

Informações Documento Chat Relacionado

Anúncio

Debtors Manager Reports

• 379

Chapter 24 – Mobile Sales

In this chapter, we look at the Mobile Sales add-on module:

•

Mobile Sales Overview

Mobile Sales Technical Maintenance

Mobile Sales Back Office and Master Files

Mobile Sales Device Maintenance

Mobile Sales Device Transactions

/

Download

Apenas um lembrete amigável. Você pode visualizar o documento aqui mesmo. Mas o mais importante, nossa IA já o leu. Ele pode explicar coisas complexas em termos simples, responder às suas perguntas em qualquer idioma e ajudá-lo a navegar rapidamente, mesmo nos documentos mais longos ou complicados.

Não, ainda quero procurar sozinho

Olá! Eu sou um chatbot de IA especificamente treinado para ajudá-lo com o Sage Evolution Standard Guia de usuario. Já revisei cuidadosamente o documento e posso ajudá-lo a localizar as informações exatas de que precisa ou explicar o conteúdo de maneira clara e simples. Quer você esteja procurando orientação sobre recursos específicos, etapas de solução de problemas ou uso geral, fique à vontade para fazer suas perguntas. Quanto mais detalhes você fornecer sobre suas preocupações ou necessidades, mais precisamente e eficazmente poderei ajudá-lo!

Assistente digitando

O assistente está fora do teclado. Por favor, tente novamente mais tarde.

New chat

Índice

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

Parece que você acessou um documento escrito em vários idiomas, incluindo um que não é seu idioma nativo. Você pode usar os links a seguir para ocultar temporariamente as páginas sem o idioma de sua preferência.

Inglês

Link público atualizado

O link público para seu chat foi atualizado. Você pode visualizar e gerenciar seus links de chat após o registro aqui.

Tornar este chat detectável Permitir que ele seja exibido em pesquisas na web

LinkedIn Facebook Reddit X

Link público do documento

LinkedIn Facebook Reddit X

Anúncio

Relacionado

Sage 50 Accounting User Guide: AI Chat & PDF Access

Sage

Sage 50 Accounting

Guia de usuario

Sage Accounting User Guide: AI Chat & PDF Access

Sage

Sage 50 Pro Accounting

Guia de usuario

Alarm Lock T2-DL2700 Supplementary Manual

Alarm Lock

T2-DL2700

Manual Suplementar

Britannia BritNet System User Manual | AI Chat & PDF Download

Britannia

BritNet System

Manual do usuário

Sage 100 Contractor 2016 User Guide: AI Chat & PDF

Sage

Sage 100 Contractor 2016

Guia de usuario

SysFreight.NET User Manual | AI Chat & PDF Access

SYSMAGIC SOFTWARE SOLUTION

SysFreight.NET

Manual do usuário

Sage 100 Contractor 2016 User Guide: AI Chat & PDF

Sage

Sage 100 Contractor 2016

Guia de usuario

ACS Fixed Assets 10.6 Manual: AI Chat & PDF Access

ACS

Version 10.6 Fixed Assets

Manual do usuário

Parity Software Sage ERP X3 Cashbook User Manual

Parity Software

Sage ERP X3 Cashbook

Manual do usuário

Sage Fixed Assets Reporting 2017.1 User Guide + AI Chat

Sage

Reporting 2017.1

Guia de usuario

Sage Cash Flow Manager Guide | AI Chat & PDF Download

Sage

Cash Flow Manager

Guia de referência

Sage Fixed Assets Reporting Guide: AI Chat & PDF

Sage

Sage Fixed Assets

Guia de usuario

MANUALZZ

Links

Início Explorar Meus manuais

Sobre

Informações do projeto Blog Missão Nossa equipe

Legal

Denunciar Termos Privacidade

Bem-vindo de volta

Faça login para continuar

Preparando o documento para impressão…

0%