with 10 easy steps ...
This should take 30 minutes. Add more time if you choose to read the linked documentation for each point.
🗒️ Note: feel free to undertake more steps than these, we just want you to see how easy it is. If you want you can follow these points without clicking on the hyperlinks, to save you time.
1. Add your Company details: name, logo and details
Locating this section in app: Settings > Company
2. Integrate with your Accounting package
🗒️ Notes:
selecting
Import Customer/Import Suppliersallows you to select which Customers/Suppliers you'd like to sync, this could be as many or as few as you'd like to commence withsome users use this time to clean up Customer and Suppliers in their accounting package.
Locating this section in app: Settings > Integrations
3. Work through the remaining Settings
🗒️ Notes:
for
Quotes,Order Confirmations,InvoicingandPurchasingit's worth enabling and adding an email address for replies to be sent tothis means that replies from your recipients/customers will be sent back to the email address you add.
4. Add a couple of team members (It's more fun to experience life with others!🎉)
Locating this section in app: Settings > Team
5. Add a Product to the Product Catalogue
Add a Product to begin with and explore the I buy this item and I sell this item options.
Locating this section in app: Sales > Product Catalogue > Add New
How are you getting on?
If you have questions connect with us via Messenger in the bottom right corner.
Let's complete this Order and get it out for delivery 🎇
6. You have a Sale 😁, let's create a Sales Order
Locating this section in app:
Wherever you see Create Sales Order;
Sales>Customers> select a Customer (any, we've added a few "Test Customers" to get you going) >Create Order.
- A Required date
- Assigned to
- A Label
- And a Product (add lots of Products, it's a large order)
- Submit as a Quote and/or Submit as an Order.
7. Explore Sales Order options:
From
Options you can create Invoices, Order Confirmations, Work Orders and Delivery DocketsAlso try creating a Purchase Order directly from this Sales Order (
Options>Purchase Products)If you made a mistake or several customers order the same products then Change the customer and/or Duplicate the order from Options.
8. Let's get the job into production in Workflow
Locating this section in app: Productivity > Workflow
And select Add column (this is a Status column, what statuses do your jobs currently go through, as you move jobs through your business?)
💡 Tip: looking for ideas? Create one column called "In progress", and another called "Ready for delivery", "Welding", "Cutting", "In fabrication" etc:
Drag and drop your Job to any column (it's this easy to move jobs around).
9. Strategically assign Order to a Team Member in Planner
We'll now assign this Job to a person in Planner so they can view what work they have to complete, and you can track progress
Locating this section in app: Productivity > Planner
Drag and drop the Order to a Team Member
Change the calendar view to Week so you can see another view
10. Lastly, let's get this Order delivered; scheduling with a Driver is easy
Locating this section in app: Productivity > Delivery Scheduling
This is the same as before, simply drag and drop an Order on to the calendar for delivery
And whilst you're there have a look at how to track proof of delivery.
Any questions?
If you have questions connect with us via Messenger in the bottom right corner.