General Document Details
Which aspect of the document are you looking to change? You can expand any of the sections below to see more.
Reference π·οΈ
Reference π·οΈ
look to the top left area of your document.
Click on the box titled Reference.
Type the new reference into the box.
Click Save & Close.
Payment Method π³
Payment Method π³
look to the top right area of your document.
Click on the box titled Payment Method.
Choose a new payment method from the list.
Click Save & Close.
Discount Structure οΌ
Discount Structure οΌ
look to the top right area of your document.
Click on the box titled Discount Structure.
Choose a discount structure from the list.
Click Save & Close.
Basket Discount π
Basket Discount π
look to the bottom right area of your document.
Click on the input area to the right of the box titled Discount.
Type in a new discount percentage. The totals will then be updated.
VAT Rate οΌ
VAT Rate οΌ
look to the bottom right area of your document.
Click on the button titled Change VAT Rate.
Choose a new tax rate.
Click Save & Close.
Currency πΆ
Currency πΆ
look to the bottom right area of your document.
Click on the button titled Change Currency.
Choose a new Currency rate.
Click Save & Close.
Customer Details
Which aspect of the customer are you looking to change? You can expand any of the sections below to see more.
Change the Contact πͺͺ
Change the Contact πͺͺ
Look at the top of your screen for the section titled Customer.
Click on the top left box.
Look for the button titled Switch Contact.
Select a new contact and click Save & Close.
Can't find the contact ?
Look for the Create a Contact button at the bottom.
Need to change some Details?
Look for the contact details box to the left.
Customer Info π₯
Customer Info π₯
Look at the top of your screen for the section titled Customer.
Click on the bottom section .
What would you like to change about the customer?
Address π
Address π
Look for the tab titled Address.
Click the tab to see the address for this customer.
Enter the new address into the boxes and click the Save & Close button.
Accounting Info π§Ύ
Accounting Info π§Ύ
Look for the tab titled Accounting.
Click the tab to see the accounting info for this customer.
Alter these details and click the Save & Close button.
Details π
Details π
Look for the section to the left.
Makes changes to the companies details in these boxes and then click Save & Close.
Contacts π¨βπ©βπ§
Contacts π¨βπ©βπ§
Look for the tab titled Contacts.
To add a new contact click the button titled Create a Contact.
To edit a contact click the orange button next to the desired person.
Raise a Complaint π‘
Raise a Complaint π‘
Look at the top of your screen for the section titled Customer.
Click on the bottom section .
Look for the toolbar in the middle of the screen.
And click on the button titled Register a Complaint.
Choose a category for the complaint.
Fill out the details of the customer's complaint.
Click the button titled Save Complaint
Add a Note π
Add a Note π
Look at the top of your screen for the section titled Customer.
Click on the bottom section .
Look for the toolbar in the middle of the screen.
And click on the button titled Add a Note.
Enter the details of your note into the box.
Click the button titled Save & Close.
Project Details
Which aspect of the project are you looking to change? You can expand any of the sections below to see more.
Change the Project
Change the Project
Look at the top of your screen for the section titled Project.
Look for the section on the top left.
Click the button titled Switch Project
Select a new project
Click Save & Close
Change Project Address
Change Project Address
Look at the top of your screen for the section titled Project.
Look for the section on the left Titled Address.
Alter the address
Click Save & Close
Delivery Details
Look for the Delivery Schedule tab.
Click on the delivery you want to alter from the list to the left.
Despatch Date ποΈ
Despatch Date ποΈ
Click on the field titled Despatch Date.
Choose your new despatch date and click Save & Close
Delivery Date ποΈ
Delivery Date ποΈ
Click on the field titled Delivery Date.
Choose your new delivery date and click Save & Close
Receiver πββοΈ
Receiver πββοΈ
Click on the section highlighted below.
Choose your new receiver and click Save & Close.
Delivery Address π
Delivery Address π
Click on the section titled Delivery Address.
Select a new delivery address and click Save & Close.
Delivery Method π
Delivery Method π
Click on the section titled Delivery Method
Select your new delivery method and click Save & Close
Delivery Quantities π¦
Delivery Quantities π¦
Look for the section highlighted below
Click into the cell under This Delivery.
Type in how many units are going on this delivery and click Save and Close.
Location References π·οΈ
Location References π·οΈ
Look for the section highlighted below
Click on the button titled Location References
To create a new reference : Click on the button titled Add Location Reference
To Change a reference name : click into the cell under Reference.
To change the quantity: click into the cell under Quantity.
To remove a reference: Click the red button.
Be sure to click Save & Close when your done.