Tutorial

Here we show you connected workflows – not individual screens, but the whole path from beginning to end.

The handbook’s module pages each describe one screen. What is here cuts across them: a workflow leads through several views, and none of them tells the story alone.

• Delivery — from the order to the delivery note
• Invoice — from the delivery to the paid invoice
• Communication — letters, e-mails and templates
• Purchasing — from requirement to supplier invoice
• Adding a customer — creating a customer and maintaining her details
• Creating an order — from the first line to the saved order
• Adding and managing products — articles, prices and catalogues
• Recording a booking — payments and the trial balance
• Managing the calendar — appointments and reminders
• Managing stock movements — goods in, goods out and stock levels
• Creating and managing vouchers and promotions — issuing and redeeming
• Adjusting the configuration — setting up the Kundenkartei