PharmaClik POS Overview
|
|
- Debra Morrison
- 6 years ago
- Views:
Transcription
1 PharmaClik POS Overview Pharmacy Technology Solutions Issued January 2014
2 POS Menu Overview The Main Menu is comprised of four sections: Title Bar Application Bar Status Bar Application Function Buttons Title Bar Your Pharmacy Identification (PID) number displays here The telephone number for Customer Care Centre also displays here Application Bar It is comprised of the following application icons: Product Management Associates Inventory Control Cash Management Till Apps & Parameters Product Reports Security Utilities Corresponding Application function buttons displays when you click on an Application icon Your security level determines which application icons display Status Bar The User Code of the individual logged in PharmaClik POS displays here Alerts sent to the System Mail Messages will display here The PharmaClik POS Version number is shown on this bar Application Function Buttons When an Application icon is selected to open a menu, the menu s corresponding function buttons display You can launch the menu items by double-clicking the function button 2
3 The Application Bar: AT A GLANCE The Application Bar always appears at the top of the PharmaClik POS Main Menu It is comprised of eight (8) Application icons By clicking on the Application icons, the corresponding Application function buttons will appear Product Management Functions related to managing the physical products within the store are located here: Label Program Product Manager Promo Manager Taxes Associates Functions related to managing staff, customers, and vendors are located here: Accounts Receivable Customer Editor Employee Editor Vendor Editor Inventory Control Functions related to managing product ordering, as well as, receiving and counting of product are located here: Inventory Counting Purchase Order Receiving Inventory Cash Management Functions related to managing the funds in the Till are located here: Cash Management Currency Editor Methods of Payment 3
4 The Application Bar: AT A GLANCE (cont d) Till Apps & Parameters Functions related to the Till and Till reporting are located here: Refund Editor Till Transaction Log Viewer Product Reports Functions related to a variety of reports are located here, including sales, product, and customer information: Data Anomaly Report Profit Analysis Report Report Builder Security Functions related to managing security parameters for the Till and specific functions within the applications are located here, mainly: Trust Levels Utilities Functions related to sending and processing invoices from McKesson are located here, mainly: McKesson Canada Ordering 4
5 The Status Bar: AT A GLANCE The Status Bar always appears below the Application Category Bar of the PharmaClik POS Main Menu It is comprised of three (3) sections User Code The User Code of the employee who is signed-in For auditing purposes, all activities performed on PharmaClik POS will be associated with this User Code Mail Messages Periodically the PharmaClik POS system will generate system messages A message You Have Mail Ctrl-V to View will appear in Status Bar when messages are generated When this message appears, it important that you check the mail to make sure there are no error messages that require Customer Care s attention Any message that requires Customer Care s attention will say to call the Help Desk After you read a mail message, delete it so that messages do not accumulate To delete a mail message, click the Delete button Version The version number of PharmaClik POS will appear on the Status Bar to the far right 5
Purchase Order Creating a Replenishment Order
................................................................................................... Purchase Order Creating a Replenishment Order Pharmacy Technology Solutions Issued July 2014 Purchase
More informationInventory Control Receive Inventory from McKesson
................................................................................................... Inventory Control Receive Inventory from McKesson Pharmacy Technology Solutions Issued July 2014 Downloading
More informationPharmaClik POS ONE Training Guide
PharmaClik POS ONE Training Guide Accounts Receivable Last edited: May-18-16 2015, McKesson Canada. All rights reserved. The information contained in this document is proprietary to McKesson Canada. Table
More informationManaging the Holding Tank: Resolve Inventory Problems
................................................................................................... Managing the Holding Tank: Resolve Inventory Problems Pharmacy Technology Solutions Issued July 2014
More informationReconciling the Order
................................................................................................... Reconciling the Order Pharmacy Technology Solutions May, 2013 Inventory: Reconciling the Order McKesson
More informationOneSource Daily Tasks for Managers
OneSource Daily Tasks for Managers Task 1: Open the Serving Period (if making transactions) Open Terminal. 2. CONFIRM the date is correct. Correct? Click Yes. Not correct? Click No. Select correct date.
More informationSquare Reader Overview
Square Reader Overview 1. All T-shirt/Water bottle sales must be processed through the Square App. This includes Credit & Debit Cards, Cash, and Checks. 2. For cities that have sales tax on clothes, the
More informationPoint Of Sales. Below is the step to enable Optimum Point Of Sales module. Step 1. As shown in the figure, click the menu from the ribbon bar.
Point Of Sales Below is the step to enable Optimum Point Of Sales module. Step 1 As shown in the figure, click the menu from the ribbon bar. Step 2 Select the Modules item form the drop down list. 1 P
More informationREVERSE PAYMENTS. Note: Payments made using In-Store Credit cannot be reversed
The Reverse Payment feature allows many mistakes made in transactions to be easily reversed. The Payment Reversal attempts to automatically refund or void out the selected payment. Note: Payments made
More informationAccounts Receivable Overpayment Refund
UNIVERSITY OF HAWAII Accounts Receivable Overpayment Refund Process Document 08/08/2017 1 Overview Background The previous release (KFS 4.1) provided the ability to process an overpayment refund on the
More informationVision Municipal Solutions. How To Guide. Payroll
Vision Municipal Solutions Payroll Shane O Neill 12/7/2010 Organizational Groups Posting Paychecks Invoices Nacha Run Banking Services Employee Paychecks Vendor Checks Direct Deposit Checks Forms Issue
More informationefinance Plus Instructions
FORT SMITH PUBLIC SCHOOLS efinance Plus Instructions Cash Receipts (Pgs. 1-6) Purchase Requisitions (7-13) Warehouse Requisitions (14-17) Next Year Warehouse Requisitions (18-22) Reports (23-24) Imprest
More informationPOS DAILY REPORT. a project guide to rezku POS. Access the Daily Report How to Read the Daily Report
POS POS a project guide to rezku DAILY REPORT Access the Daily Report How to Read the Daily Report Copyright 2017 Guest Innovations, Inc. All Rights Reserved. Daily Report The daily report is an important
More informationORDERING IN INVENTORY
ORDERING IN INVENTORY Inventory makes it incredibly easy to not only stay on top of what product needs to be reordered, but ordering the product, as well. In Inventory, each product has pars. That is to
More informationItems and Warehouses - Solutions
s and Warehouses - Solutions Unit: Pricing Topic: Price Lists At the conclusion of this exercise, you will be able to: Create a price list based on another price list Assign a price list to a customer
More informationAccounts Payable Users Guide
Accounts Payable Users Guide Updated 05/28/2014 Page 1 of 9 Accounts Payable The accounts payable application is used to enter records that require cash disbursement (computer check, manual check, virtual
More informationPharmaClik POS ONE Training Guide
PharmaClik POS ONE Training Guide Book 1: Essentials Prior to Go Live Last edited: January-14-16 2015, McKesson Canada. All rights reserved. The information contained in this document is proprietary to
More information1. What lists can be imported from Excel spreadsheets, when setting up a QuickBooks Online company?
QuickBooks Online Practice Test (with answers) 1. What lists can be imported from Excel spreadsheets, when setting up a QuickBooks Online company? A) Locations, Classes, Products and Services, and Vendors
More informationWelcome to the course on the working process across branch companies.
Welcome to the course on the working process across branch companies. In this course we will review the major work processes across branch companies. We will start with the intercompany trade process.
More informationGRBonline Bill Pay User Guide
GRBonline Bill Pay User Guide 3 Log-In 4-7 Adding a New Payee 8-10 Make Multiple Payments 11-12 Make a Single Payment 13 Helpful Hints Log-in 1. Log-in to GRBonline 2. Click on Bill Payment 3. You will
More informationManaging Inventory Transfers
Managing Inventory Transfers In this chapter: Viewing Transfer Lists Creating Transfers Editing Transfers Shipping Transfers Deleting Transfers Shipping Documents Accepting Transfers Merging Lots Viewing
More informationPHARMACHOICE LOYALTY REWARD PERKS MARGIN*PLUS POS
PHARMACHOICE LOYALTY REWARD PERKS MARGIN*PLUS POS Below you will find an overview of the Pharmachoice Loyalty Reward Perks program, including an outline of it s configurations. You will also find the necessary
More informationAudit Logging and Reporting
App Number: 010040 Audit Logging and Reporting Last Updated 18 th September 2012 Powered by: AppsForGreentree.com 2012 1 Table of Contents Features... 3 Important Notes... 3 Other Requirements... 3 Implementation
More informationPreparation for Year-End Inventory
Preparation for Year-End Inventory This guide to is help you prepare for your Year-End Inventory whether you are counting on your own or using a third party. It will discuss what is required before, during
More informationThe Requisition Approval page provides a tool for identified CSUF employees to approve requisitions
The Requisition Approval page provides a tool for identified CSUF employees to approve requisitions directly in CMS. The list of requisitions that may be viewed by each Approver will be limited to requisitions
More informationBUSINESS ONLINE BANKING Primary Administrator & User Guide
BUSINESS ONLINE BANKING Primary Administrator & User Guide #BetterTogether TABLE OF CONTENTS SPECIAL PREVIEW PERIOD 3 LOGIN Login Instructions 4 DASHBOARD Dashboard Setup 5 Review Your Dashboard 6 Review
More informationUnit: Additional Financial Topics Topic: Currencies
Solutions Unit: Additional Financial Topics Topic: Currencies 1-1 Work with currencies in an A/P Invoice for a foreign business partner. 1-1-1 Review and update the setup. Choose Administration Setup Financials
More informationINTRODUCTION TO QUICKBOOKS PRESENTED BY SHARPER TRAINING SOLUTIONS
INTRODUCTION TO QUICKBOOKS PRESENTED BY SHARPER TRAINING SOLUTIONS CEIL HEARN Email: info@stsico.com Material: www.stsico.com/books Newsletter: www.computerkindergarten.com INTRODUCTION WHAT IS QUICKBOOKS?
More informationFinancial Advisory Services & Training Financial Services Department
Work Instruction Repayment of Refundable Deposit Amount FB60 When to Use Steps Use this procedure to generate the repayment of a refundable deposit amount. This process will generate a cheque payable to
More informationSet Up and Generate Payroll Direct Deposits (US)
Set Up and Generate Payroll Direct Deposits (US) Direct deposits in Sage 300 CRE is a process by which you generate a text file to electronically submit to your bank(s) as well as print notifications for
More informationUPS Tradeshift Supplier Training. Setting Up a Tradeshift Account
UPS Tradeshift Supplier Training Setting Up a Tradeshift Account Reference Guide Activating An Account 3 Account Activation Errors and Solutions 10 Getting Started as a Supplier 11 Tradeshift Definitions
More informationContents. Logging in and Navigation. einvoicing Setup
einvoicing Setup and Submission January 2018 Contents Logging in and Navigation einvoicing Setup Submitting Invoices Supplier Actionable Notification Coupa Supplier Portal PO flip Direct Invoice Entry
More informationEmployee Permissions - RPE
One Blue Hill Plaza, 16 th Floor, PO Box 1546 Pearl River, NY 10965 1-800-PC-AMERICA, 1-800-722-6374 (Voice) 845-920-0800 (Fax) 845-920-0880 Employee Permissions - RPE There is a large number of permissions
More informationQuick Start Guide. Support Support phone:
Quick Start Guide www.enablecstore.com Support email: support@enablecstore.com Support phone: 1-888-250-2082 Ecliptic Technologies, Inc. 403 Center Ave., Suite 704 Moorhead, MN 56560 Phone: (218) 359-2000
More informationPoint-N-Sell Toodyay Bottlemart
Point-N-Sell Toodyay Bottlemart Introduction Before using Point-N-Sell you need to setup your inventory, customers, vendors and users in Control Professional. There is a pdf for each of these modules as
More informationApprove/Reject/Hold an Invoice
Approve/Reject/Hold an Invoice Who: Why: When: Accounts The Invoice needs to be verified and either accepted or rejected. The Invoice can also be escalated to a manager for action or put on hold. Notification
More informationCashierPRO Retail Systems Inc. Release Note
Version 4.0.9.3-02/17/16 MAJOR ENHANCEMENTS: Moneris Integration for Home Hardware Stores. Includes processing of Debit and Credit transactions communicating directly with a Moneris Pinpad. Allows for
More informationLowesLink Spend Management (SM)
LowesLink Spend Management (SM) Creating a Self Service Invoice US Updated: February 26, 2018 Lowe s Logo and LowesLink are registered trademarks of LF, LLC. All Rights Reserved. 1 Agenda Slides Expectations
More information1 About Deskera ERP 9. 2 Getting Started with Deskera ERP 10
Table of Contents 1 About Deskera ERP 9 2 Getting Started with Deskera ERP 10 2.1 Basic Settings 11 2.1.1 Create Users 12 2.1.2 Manage Application Access 13 2.1.3 Configure Company Settings 14 2.1.4 Import
More informationEnter and Modify Orders in Vistaline on the Web (VOTW)
Enter and Modify Orders in Vistaline on the Web (VOTW) Order Entry allows users to send real-time purchase orders to Vista. Within Order Entry, orders can be entered and items can be modified or deleted
More informationEmployee Permissions CRE
One Blue Hill Plaza, 16 th Floor, PO Box 1546 Pearl River, NY 10965 1-800-PC-AMERICA, 1-800-722-6374 (Voice) 845-920-0800 (Fax) 845-920-0880 Employee Permissions CRE There is a large number of permissions
More informationTable of Contents. Welcome to igo Figure...1 About this Guide...1 A Few Important Things to Know...1
2 Manager Table of Contents Overview Welcome to igo Figure...1 About this Guide...1 A Few Important Things to Know...1 Chapter 1: Handling Members and Customers Customer Account...3 Collections Status...3
More informationAccounts Payable Enter a non-po voucher
Business Process 1. To enter vouchers for invoices not associated with a Purchase Order (PO). (Invoices matched to Purchase Orders should be sent to the Business Office for entry.) 2. To add Asset information
More informationHARBORTOUCH ECHO USER GUIDE HARBORTOUCH SUPPORT LINE:
HARBORTOUCH ECHO USER GUIDE INDEX EMPLOYEE FUNCTIONS: Clocking In/Logging In Logging Out Calculator, ECR and POS Mode Beginning a Transaction Item Functions Ticket Functions Payment Options Refunding a
More informationProblem 10: Purchases. NBEA Achievement Standard: Demonstrate the skills and competencies required to be successful in the accounting profession.
Algorithmic Problems and Simulations 1 st Web- Based Edition Problem 10: Purchases Handy- Dandy Hardware Store NBEA Achievement Standard: Demonstrate the skills and competencies required to be successful
More informationEnd User Guide (View Order to Cash) Createch 365. Createch
End User Guide (View Order to Cash) Createch 365 Createch 365 1-844-202-6764 support@createch365.com Revision history Version Date Revision Description Prepared by 1.0 2016-12-12 First Version The Createch
More informationEntering Purchasing 2000 Requisitions
SAN MATEO COUNTY OFFICE OF EDUCATION CECC Financial System This documentation provides an overview of the steps to enter a Purchasing 2000 requisition. More detailed information is available in the Financial
More informationTRAINING GUIDE ORACLE ISUPPLIER PORTAL ISUPPLIER PORTAL FUNCTIONS
TRAINING GUIDE ORACLE ISUPPLIER PORTAL ISUPPLIER PORTAL FUNCTIONS TABLE OF CONTENTS Table of Contents...2 Log In Page...4 isupplier Portal Homepage...4 Navigation and Searching...5 Page 2 of 31 Homepage
More informationSAMPLE - Not to be Reproduced. designed by Regina Rexrode
Images used on the front cover and throughout this book were obtained under license from Shutterstock.com. 2016 Copyright by Armond Dalton Publishers, Inc. Okemos, Michigan All Rights Reserved. No part
More informationSCANCO WAREHOUSE TRAINING MANUAL
UNLOCK THE POTENTIAL OF YOUR AUTOMATED WAREHOUSE SCANCO WAREHOUSE TRAINING MANUAL Scanco Software Rev. 101014 Page 1 of 48 Getting Started 1 Welcome to Scanco Warehouse This manual will guide you through
More informationBanking & Personal Finance. Session I
Banking & Personal Finance Session I Overview of Banking & Personal Finance Training for Bank Managers & Accounting Employees. Bank Manager Session 1 What you will learn today Bank Manager Job Description
More informationOrder Management. Manage Inventory
Configuring Settings DonorPerfect Online Order Management The product order module allows you to keep track of product orders associated with a gift. This module includes the ability to change inventory
More informationFirst Nations Fuel & Tobacco Tax Refund Program. Real Time Validation System (RTVS)
Real Time Validation System (RTVS) March, 2011 Table of Contents 1.0 PROGRAM BACKGROUND... 3 2.0 CHOOSING A POINT OF SALE (POS) CASH REGISTER SYSTEM... 3 3.0 ENTERING EXEMPT PRODUCTS INTO THE POS SYSTEM...
More informationNetSuite Quick Reference Guide
NetSuite Quick Reference Guide (For help with any NS topics not found here, please visit Suite Answers: https://netsuite.custhelp.com/app/home) Entering Customer Information After conclusion of Sales Process
More informationOnline Payment Request Form User Guide
Online Payment Request Form User Guide Facilities Technology Services Last Updated: Nov 6, 2014 1 of 27 Overview Accessing the Application PRF Dashboard Create Payment Request Look Up Vendor Select Purchase
More informationContents. Part One: Setting Up QuickBooks. The Missing Credits... xi. Introduction...
The Missing Credits.... xi Introduction.... What s New in QuickBooks 2015...xv When QuickBooks May Not Be the Answer...xvii Choosing the Right Edition... xviii Accounting Basics: The Important Stuff...
More informationEnd User Guide (Create Commercial Invoice) Createch 365. Createch
End User Guide (Create Commercial Invoice) Createch 365 Createch 365 1-844-202-6764 support@createch365.com Version history Version Date Revision Description Prepared by 1.0 2016-12-09 First Version The
More informationTransaction Inquiry Quick Reference Card (Orders, Receipts, Invoices, Payments) Navigation Tips
Navigation Tips Use the tabs and links on the screens to navigate between pages. Do not use your browser s back button as it may cause errors. When performing searches, try to enter as much as search criteria
More informationProgram Invoices Contents
Program Invoices Contents Objectives... 1 Search for an Invoice... 1 Transaction Status... 2 Invoice View Status... 2 Program Invoice Presentation... 3 [Buyer] View... 3 [Seller] View... 4 Invoice Details...
More informationSelf-Service Invoice Guide
This quick reference guide only contains the steps for accepting the Supplier Agreement & submitting invoices via the Self-Service Invoice option. The steps outlined in the next 4 pages will take you through
More informationGetting Started With Done Timesheets
Getting Started With Done Timesheets Welcome to the Getting Started guide for Done Timesheets. These pages will help you get the most out of Done, and will also provide details on where to get more help.
More informationLowesLink Spend Management (SM)
LowesLink Spend Management (SM) Creating a Self Service Invoice - Canada Updated: January, 2019 Lowe s Logo and LowesLink are registered trademarks of LF, LLC. All Rights Reserved. 1 Table of Contents
More informationQuickBooks Enterprise 2016
QuickBooks Enterprise 2016 Feature List by Version Year A new shortage report lets you know instantly what's missing for assemblies you need to build Disallow selling to customers with overdue payments
More informationKey Changes: Add/Update Purchase Order
Key Changes: Add/Update Purchase Order The purpose of this job aid is to provide a visual overview of the Add/Update Purchase Order pages in PeopleSoft version 9.2. The numbers on the images are associated
More informationOracle Hospitality Inventory Management
Oracle Hospitality Inventory Management User Guide Release 9.0 E82601-01 March 2017 Oracle Hospitality Inventory Management User Guide, Release 9.0 E82601-01 Copyright 2001, 2017, Oracle and/or its affiliates.
More informationLesson 10 QuickBooks Inventory
Q U IC K BOOKS 2016 STUDEN T GUIDE Lesson 10 QuickBooks Inventory Copyright Copyright 2016 Intuit, Inc. All rights reserved. Intuit, Inc. 5100 Spectrum Way Mississauga, ON L4W 5S2 Trademarks 2016 Intuit
More informationFRCS Free POS. Installation and User Manual. ios 11 (11.3.0)
FRCS Free POS Installation and User Manual Change log ios 11 (11.3.0) Author Description Date DTI Initial outline 15.05.2018 v. 1.0 Disclaimer: for the testing purposes and for creating screenshots in
More informationHelp of Gluon ERP Purchase
Help of Gluon ERP Purchase Contents STEP: 1 Purchase Demand... 2 STEP: 2 Purchase Order... 4 STEP: 3 Goods Receiving Note... 6 STEP: 4 Purchase... 8 STEP: 5 Purchase Return... 10 STEP: 6 Purchase Order
More informationPurchasing. Section 10 Purchase Orders. Purchase Orders can be entered directly into the PO Entry pages without using LDS emarket.
Purchasing Section 10 Purchase Orders Purchase Orders can be entered directly into the PO Entry pages without using LDS emarket. Creating a Purchase Order This section contains information on how to enter
More informationPurchase Requisition for Goods in Lawson Financials
Form or Screen: Infor Lawson Requisition Center Updated 10/26/16 QRG Doc. #: Q.RQ.001 Business Objective: An order is first entered into the Infor Lawson Requisition Center as a Purchase Requisition. A
More informationI. Click on Sales Person to change employee making sale. Helpful hint: Having correct employee is important if sales are commission-based.
SELL TAB Chapter 4 I. Click on Sales Person to change employee making sale. Helpful hint: Having correct employee is important if sales are commission-based. II. Create Record of Customers. Customer name
More informationCredit Card Invoices and Purchase Transfers
Credit Card Invoices and Purchase Transfers There are two different types of transfers, Purchase Transfer and Invoice Transfer. However, the credit card vendor must first be identified as a Credit Card
More informationUse of Tungsten. Training Material Presentation for Global. Linked to: Tungsten Guide QTRG-SS-GLO-SOU-008 Rev 1.0 December 2015
Use of Tungsten Training Material Presentation for Global Linked to: Subsea Training Template (QT-SS-GLO-010) Rev.1.0 Contents By the end of this presentation you will: Introduction Accept PO/ Reject PO
More informationPaymentWorks. New Vendor Registration Tool. October 24, 2018
PaymentWorks New Vendor Registration Tool October 24, 2018 1 What Is PaymentWorks? PaymentWorks is a cloud-based onboarding application for automating the vendor registration process Service center users
More informationQuick Reference Guide Welcome to the GBEX Marketplace
Quick Reference Guide Welcome to the GBEX Marketplace HOMEPAGE To begin shopping, select the Click Here To Begin Shopping Button. This will direct you into Office Depot s online catalog specific to your
More informationSave time tracking all your financial transactions
We provide a complete One Stop Solution to All your Accounting, HRM and Sales System Requirements. We have dedicated Professional and Consultants working for us. We provide Affordable and Focused Solutions.
More informationQuebec SRM Fiscal Memory Device User Guide
Quebec SRM Fiscal Memory Device User Guide Contents 1 Introduction... 1 2 Adding The SRM Device... 1 3 Configuring Taxes... 1 4 Configuring the SRM Device on the POS... 3 5 Reprinting Receipts... 9 1 Introduction
More informationWELCOME TO SANTANDER TREASURY LINK
WELCOME TO SANTANDER TREASURY LINK You are on your way to experiencing a customizable and central hub from which to effectively manage your company s finances. To ensure you have a positive first experience
More informationSalesVu QuickBooks Online Guide
SalesVu QuickBooks Online Guide SalesVu - QuickBooks Integration Overview As a value-added feature for SalesVu customers, our team has integrated with the popular small-tomedium business accounting software
More informationNCR Silver v4.6 Release Notes
NCR Silver v4.6 Release Notes Our latest release is here! With our latest version, we re bringing you more great features that will make running your business even smoother and more time efficient! For
More informationCreate a Non-Catalog Requisition
Procurement: Create a Non-Catalog Requisition For employees creating a non-catalog requisition Purpose: How to Access: Helpful Hints: Procedure: Create a non-catalog requisition. Log into the Bear Trax
More informationCOMM 205 Winter 2015 (Term 2) NetSuite ERP Assignment
COMM 205 Winter 2015 (Term 2) NetSuite ERP Assignment Due: January 27, 2015 at 11:59 pm Marks: 3% of course total Purpose The purpose of this assignment is to enable you to: (1) gain some hands-on experience
More informationFinancial Services Cloud User Guide
Financial Services Cloud User Guide Salesforce, Winter 19 @salesforcedocs Last updated: October 8, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationENTERPRISE LIVE USER GUIDE
MULTI - SITE W ALK - IN SPA HAIR BARBER CLINIC ENTERPRISE LIVE USER GUIDE HOME & MOBILE BEAUTY CONTENTS BASICS... STARTING ENTERPRISE LIVE... NAVIGATING ENTERPRISE LIVE... 2 ACCESS... 3 USING THE ACCESS
More informationPlanSwift. Integration to QuickBooks Plugin User Guide UPDATED ON 6/26/2018. PlanSwift. Authored by: Dave Hansen
PlanSwift Integration to QuickBooks Plugin User Guide UPDATED ON 6/26/2018 PlanSwift Authored by: Dave Hansen 1 Table of Contents Overview... 3 Purchasing and Installation... 4 Purchasing Plugins... 4
More informationMANAGER FUNCTIONS VERSION 9
MANAGER FUNCTIONS VERSION 9 REVISED APRIL 2016 TABLE OF CONTENTS Manager Functions... 3 Setting up Employees... 3 Voiding a Check... 4 Steps to Void a Check... 5 Voiding an Item or Items on a Check...
More informationTurboCASH Business Class
TurboCASH Business Class Guide to Point-of-Sales Philip Copeman The following icons have been placed on specific places throughout the documentation: Keyboard access Press the F1 key when focussed on screens
More informationQUICKBOOKS PRO 2008 WORKSHOP 5: PART A MARS COMPANY
QUICKBOOKS PRO 2008 WORKSHOP 5: PART A MARS COMPANY Recording Transactions in the Sales, Receive Pay Bills, Purchases, and Pay Bills Journals This workshop adds to QuickBooks skills learned in Workshops
More informationInstructions for Invoicing Subcontract Purchase Orders
Instructions for Invoicing Subcontract Purchase Orders REV 04/23/2013 Submitting an Invoice Locate the Purchase Order If you know the purchase order number, do the following (see following page if purchase
More informationOverview. Performance Review for Manager and Employee. Revised March 13, 2018
Performance Review for Manager and Employee Revised March 13, 2018 Overview This job aid outlines the activities for a manager to upload an employee s performance evaluation document and enter the overall
More informationZacks Bike Hut. Transactions For June 3-9. Level II. 1 st Web-Based Edition
Zacks Bike Hut Level II 1 st Web-Based Edition Transactions For June 3-9 Page 1 BEGIN ZACKS BIKE HUT When you have: (1) Printed and carefully read Getting Started With Zacks Bike Hut and registered as
More informationibiz Quick Start Guide
ibiz Quick Start Guide An introductory tutorial for ibiz, a time-billing and invoice management app. 2006 IGG Software, LLC Main Uses for ibiz Manage client contact information Organize projects Track
More informationNew for 2009! Detecting and Correcting with the Client Data Review Feature
Chapter 17 New for 2009! Detecting and Correcting with the Client Data Review Feature Introduction: Features and Benefits Starting a Client Data Review Customizing the Client Data Review Center Account
More informationQSRONLINE MOBILE APPS
QSRONLINE MOBILE APPS Table of Contents Mobile Apps... 3 Reporting App... 4 Inventory Counting App...13 Scheduling App...19 Managing App...25 Mobile Apps Page 3 Reporting App View your QSROnline Reports
More informationHow to... create an invoice/credit note
STEP 1: Select create invoice The Create Invoice button gives you the ability to: 1) Submit invoices or credit notes to your customer electronically via Tungsten Network. Click Invoicing Click Create invoice
More informationBILLING / INVOICING MODULE Version 12
BILLING / INVOICING MODULE Version 12 The module is accessed from the Invoicing Opiton on the top Ribbon Menu and is active once it is purchased. Features: Posted invoices interface to accounts receivable
More informationQUICKBOOKS WELCOME GUIDE. 10 easy tasks to get started
QUICKBOOKS WELCOME GUIDE 10 easy tasks to get started Contents Find your way around 1 Customize and send an invoice 2 Receive a payment 3 Track expenses 4 Manage your contacts 5 Connect your bank accounts
More informationSupply Chain Tracking
Supply Chain Tracking User Manual Version 2.0 Ananda Kumary 2/10/2016 This document defines the user manual for Supply Chain Tracking portal, which enables system based acceptance/rejection of Purchase
More informationSetup & Usage - CanadaPost for Small Business App
Setup & Usage - CanadaPost for Small Business App Setup 1. Assign User App Permissions by using the search function and typing users in the search field. 2. Drill into user. 3. Add WS-CNDPOST permission
More informationEASY HELP DESK REFERENCE GUIDE
EASY HELP DESK REFERENCE GUIDE Last Updated: May 18, 2017 Contents Chapter 1: Introduction and Solution Overview... 3 Learning Objectives... 4 Navigation and Tool Bars... 4 Accessing Easy Help Desk in
More information