support services

Product Register 6

• Keyword Search
• How to perform a Stocktake
• Headings, Categories, and Products
• Creating e-commerce Product Lists
• Advanced Training 1

View all 6

Suppliers 1

• Adding a Supplier

Reporting 13

• How To Use Reports
• Cash Transaction Reports
• Accrual Transaction Reports
• Database Reports
• Supplier Reports (Creditor)

View all 13

Debtors Management 21

• Stop Credit
• Managing the Debtors Ledger and Accounts Receivable
• Review of Overdue Accounts
• The Definition of Overdue
• Customer who was not overdue received an overdue notice

View all 21

Importing Bank Transactions 1

• Importing transactions from your Bank's Website

Special Features 1

• Advanced Stock Management

Call Centre 3

• Manual and Video on Call Center
• Call Centre Business Analysis
• CALL CENTER REPORTING

Ordering Stock 2

• How to find out what is on order for a specific product
• Review Stock Movement

Advanced Training 1

• The Main Company Access Menu Advanced Settings

Importing Products 2

• Search Criteria and Product Register Updates
• Importing Plumbing World Price Book Update

Stocktake 1

• Stocktake

Cash Book 4

• Memorised Transactions
• Set Reconcile Date
• Divisions
• Searching Transactions

Packing Slips 1

• How to email a Packing Slip

Marketing 3

• Creating an Email Mailing List
• MailChimp and Sending Out Newsletters and Promotions
• Sending Emails to all your Customers

Accrual 4

• Journal Entries
• About the Accrual Reporting System
• Accrual Reporting
• Debtors and Creditors Figures

Creditors Management 2

• Allocating Payments
• Reversing Creditor Payments

Job Management 6

• Why isn't an invoice appearing in the Job Management screen?
• Example of Manufacturing Job Management
• Setting Up Jobbing Staff
• Quotes and Job Management
• Job Card Phone Numbers

View all 6

Database 2

• Customer must have an Order Number
• Searching, Editing, and Adding a Contact to the Database

My Mechanic 5

• Review of Vehicles
• My Mechanic Basics
• My Mechanic Suggestions
• Profit Display and Profit Calculation
• Using the Vehicle Register

Maintenance 1

• Reorganising Files

Email and SMS Templates 2

• How to Create an Email or SMS Template
• PDF Attachments

Document Despatch 1

• How to review any email sent from SoEasy

Keeping Notes 1

• Notes in the Database

DEBTORS/CUSTOMER MANAGEMENT 6

• Allocating Payments
• Allocating Two Payments Against One Invoice
• Allocating a Credit Note and A Customer Receipt
• Allocating an Individual Credit Note
• Processing a Remittance Advice which includes a Credit Note

View all 6

GST 1

• GST Codes and Payment/Refunds

CashBook 1

• Dissections