General
Activity
Database
Your Company
Accounting
Ai Tools
“Non-Menu” documents
Every client interaction starts here!
This is where Quotes start. ~ The CRM folder for clients activity info & resources ~ Can contain multiple Quotes.
Individual Quotes (and their revisions) ~ Contains statuses, financials and other relevant info.
- Summary Boards with Custom Views (Reports)
- QuickLook Panel – Shortcuts
- Create a New Quote
- Quote Details, Tags, GST & Currency
- Add items to a quote
- Products Catalogue
- Create/Add Products, Freight and Services to Your Catalogue
- Product Info
- $ Add Pricing to Quotes
- Adding Freight/Delivery to Your Quote
A Project is an Enquiry that has converted to a Sale. May contain multiple Jobs and associated resources.
When a Quote converts to a Sale, a Job is created which helps you manage production and can contain multiple PO’s
Individual PO’s, their status and extra info.
Individual Invoices, their status and extra info
- IMPORTANT things to know!
- Software Integration – MYOB
- MYOB – Locations and Contacts
- Creating an Invoice and Purchase Order in MYOB
- Information in the MYOB Invoice
- Changes to the Sale – MYOB Invoices and Purchase Orders
- Is the Sales Invoice in MYOB
- Sending the PO to MYOB
- Is the Purchase Order in MYOB?