Settings

Staff

• Staff Settings
• Staff Access
• Employee Locations
• Employee Availability
• Employee Login
• Employee Positions

See all 16 articles

Products & Services

• Product Classes
• Product Groups
• Product Rank
• Accounting Integrations
• Setting Up Brands
• SKU Attributes

Categories, Groups & Statuses

• Vendor Type
• Vendor Class
• Documents Module
• Invoice Void-Status Codes
• Customer/Account Groups
• Document Categories

Leads

• Lead Priority Levels
• Lead Sales Stage
• Lead Sources
• Lead Categories
• Lead Closure Codes

Projects & Tickets

• Settings - Projects & Tickets - Ticket Statuses
• Settings - Projects & Tickets - Ticket Categories
• Settings - Projects & Tickets - Project Types

System & Company Settings

• My Company Information
• Modules Settings
• Pre-tax Shipping
• General - Portal Settings
• Contact Groups
• How to Add Stat Holidays

See all 10 articles

Accounting

• Transaction Types
• Tax Rates
• Payment Types
• Payment Terms
• Payment Gateway
• Foreign Currency

See all 9 articles

Promotions

• Additional Discounts - Reward Item
• Additional Discounts - By Percent Off
• Additional Discounts - By Dollars Off
• Additional Discounts
• Settings - Promotions - Sales

Rentals

• Set Default Rental Rates

Work Orders

• Work Order Types
• Work Order Statuses

Trials

• Trial Types

Action Plans

• View Actions
• View Plans

Import

• How to Import Data
• How to Import Products
• Transaction Import
• Product Pricing Grid