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Summary

Tasks Managing Tasks

The Task page displays all of the relevant information about any specific Task, and allows the Us...

Updated 10 months ago by Mike

Audit History

Tasks Managing Tasks

In this section, a complete Audit History for the Task is displayed. This is automatically gener...

Updated 10 months ago by Mike

Notes

Tasks Managing Tasks

This section is used to manage the Notes that are within a Task. From this section is is possibl...

Updated 10 months ago by Mike

Detail

Tasks Managing Tasks

This section will show the Detail of any linked item, e.g. a Sales Order. Detail This will vary ...

Updated 10 months ago by Mike

Task Summary

Tasks Managing Tasks

This section shows essential information about the Task.  Summary Use this to enter a summary of...

Updated 10 months ago by Mike

Status

Tasks Managing Tasks

This section shows the status of the Task; this is actually managed within the Task Summary. The...

Updated 10 months ago by Mike

Summary

Tasks

Use this screen to add, view and manage Tasks.  It contains a summary of all Tasks, and may be us...

Updated 10 months ago by Mike

Finding Video IDs

General Workflows

YouTube These can be found in the video URL: Vimeo These can be found in the video URL:

Updated 11 months ago by Mike

Hide Left Navigation

Product Listing Page

This will allow the user to toggle how the left hand navigation appears on Product Listing Pages ...

Updated 11 months ago by Mike

Summary

Competitions

Use this screen to edit, manage and add Competitions.  Your current Competition will be output to...

Updated 11 months ago by Mike

Picking List

General Documents

A Picking List may be printed from various sections of the system. It will include essential info...

Updated 11 months ago by Mike

Photo Gallery

General Discontinued

This feature is no longer supported.

Updated 11 months ago by Mike

Delivery Notes

General Documents

This will produce a form that can be used to confirm delivery with the Customer.

Updated 11 months ago by Mike

Sales Order Invoices

General Documents

These are output for each Sales Order.  It is possible to customise the text that is output on th...

Updated 11 months ago by Mike

Shipping Labels

General Documents

Updated 11 months ago by Mike

Delivery

Stock Transfers Stock Transfer (Detail)

Use this screen to book delivery of the Stock Transfer on a lorry. You can also use the Scheduli...

Updated 11 months ago by Mike

Adding Delivery to a Sales Order in the EPoS

EPoS Adding a New Sales Order in the EPoS

1. Delivery can be added to an order by clicking "Add Delivery". 2. From here you can select the...

Updated 11 months ago by Mike

How to Schedule a Sales Order/Stock Transfer

Scheduling

Note that this process can works for both Stock Transfers and Sales OrdersStores 1. Press the Sch...

Updated 11 months ago by Mike

Create New Order

Create New Order

Use this interface to create a new order within the CMS; this will open the Sales Orders screen. ...

Updated 11 months ago by Mike

Refund to Voucher

General Sales Order Management

When processing a refund, it is possible to process a refund as a Voucher.  If done, this will au...

Updated 11 months ago by Mike