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General
Activity
- 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
- Product Info
- $ Add Pricing to Quotes
- Product Icon Definitions
- Services with different margins (eg Setup, Freight)
- Including a Quote Total
- Compose – AI Generated Quote Intro
- Sending Quotes
- Compose – AI Generated Email Intro
- Quote Attachments
- Quote PDF Layout
- The Sale! – Approve Quote and Create a Job (inc. Invoices & Purchase Orders)
- Create Revisions of the same quote
- Duplicate Quotes, Products and Prices – Copy Quotes
- Check all prices are current – Price Check/Updater
- Using Total Sell – things to keep in mind
- Notes in the Action panel
- Days Valid
- Quote Statuses
- Project Artifacts (Entities & Emails)
- Is the Sales Invoice in Xero?
- Is the Sales Invoice in MYOB
- Cancel a Sale
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- Summary Boards with Custom Views (Reports)
- QuickLook Panel – Shortcuts
- Creating a Job
- Job Details & Progress
- Job Details – Overview
- Blue Block Settings (Rules, Updates, Visibility)
- Timeline Status
- Editing the Timeline
- Current Location
- Product Information
- Artwork Status
- Splitting Timelines – Moving Products
- Add Tracking Number
- Freight Cards
- Timeline Notes
- Freight Tracking
- Purchase Orders
- Cancelling Jobs
- Project Artifacts (Entities & Emails)
- Notes in the Action panel
- Show Remaining Articles (5) Collapse Articles
- Summary Boards with Custom Views (Reports)
- QuickLook Panel – Shortcuts
- Project Artifacts (Entities & Emails)
- PO Details, Instructions & Addresses
- Delivery Labels
- Attach Files to PO's
- Sending Purchase Orders to Vendors
- Sending the PO to Xero
- Sending the PO to MYOB
- Is the Purchase Order in Xero?
- Is the Purchase Order in MYOB?
- Notes in the Action panel
Database
Your Company
Accounting
- 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?
Ai Tools
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Software Integration – Email
PostedSeptember 12, 2024
UpdatedSeptember 12, 2024
Part of the Brandengine Valet service is to configure your outgoing emails so they are “coming from you” not some spoof Brandengine email address.
To do this we use a 3rd party provider
Please do not alter these settings without first consulting with Brandengine this could disable your ability to send emails.
If you wish to make changes to your email configuration – please contact us
~ Thanks
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