ToDo
Purchase Order Imports
Purchase Order Import is a fairly simple process, but there are a few things to discuss to get you up to speed quickly In Todo, click on the "Import Orders" button (far right of the screen) You will see a screen a bit like the above Any purchase ...
Unpaid Invoices
Todo - Unpaid invoices Is a summary screen of all unpaid invoices.When opened you notice the screen is sorted by newest to oldest invoice. By clicking in the grey headier area next to a heading EG: Date, the page will be resorted by Date. You can ...
Uninvoiced Jobs
Todo - Uninvoiced Jobs This screen allows you follow up why jobs are not invoiced. Click on any of the headings along the top in the grey section and the grid will sort by that field. You can also complete an invoice for the select job from this ...
Stock Reorder
Todo - Stock Reorder This screen allows you to quickly identify any stock that may be required, select it and place an order for it with your supplier. Orders Create Orders Place a tick in the box on the right hand side of Reorder Qty, to select ...
Orders Overdue
Todo - Orders Overdue This screen allows you to follow up outstanding purchase orders, update due dates and leave comments as to what is happening with this order. It also allows you to receive orders, simply click on the line you want to receive and ...
Mobile Jobs
Todo - Mobile Jobs These screens are dedicated to Mobile jobs. All information relating to your mobile jobs will appear in these screens. Job listing This screen give you all the job information, Date (Job finished), Job No., Inits - who completed ...
Mobile Clients
Todo - Mobile Clients Mobile users have the ability to add new customers to the Mobile App. But as these customers do not exist in CostManager, they will appear in this screen ready for processing. Until you complete the process of adding this ...
Mobile Overdue Jobs
Todo - Mobile overdue Jobs. This screen gives you are summary of all outstanding jobs from all mobile users. You can alter the format of the list by clicking in the heading of the column you would like to sort by. Export - You can export the list to ...
Quotes
Todo - Quotes Once you have completed your Quotes and they have been sent to your clients, this is the screen for all activity around your quotes. This screen will show all your quote numbers and the date the quote was started and client the quote ...
Mobile Orders
Todo - Mobile Orders This screen is a summary of all orders placed on the Mobile App. You can complete orders by clicking of the Order button, which will open the Order Preparation screen. You can complete the Order then either Print the order or ...