Call us on 08 9240 2700
Office Hours – Monday to Friday
More resources will be added to this page over the coming weeks.
Q. How do I create a New Quote or Job? – Watch the Video
A. Sales Actions all begin with the Customer.
- Select the Customers – Customers on the Navigation Bar
- Search and Locate the Customer
- Click on the Orange ID Button next to the Customer to display the Action Menu
- Select Sales Action and then Select Add New Quote or Add New Job
Q. How do I create a New Purchase Order? – Watch the Video
A. Purchasing Actions all begin with the Supplier.
- Select the Stock – Suppliers on the Navigation Bar
- Search and Locate the Supplier
- Click on the Orange ID Button next to the Supplier to display the Action Menu
- Select Purchase Action and then Select New PO or New Re Order PO if creating an Auto PO for this supplier based on Min/Max Order levels on the Parts