By Administrator on February 20, 2022
Beginner

Introduction


Select Login - top right corner

Enter login credentials provided | or select "forgot password" and enter your email address

Select round Icon (user) - top right corner


Select - "Toggle Full Width"


Select "ERP ES" icon - top left corner


Stock - Items

Select Home - in main menu - left side menu - "Your Shortcuts"

Select "Item"

Select any Item in Item Group "Vehicle"

Review the item settings for the "Vehicle" selected

Select the printer icon in the top right corner to show the A4 printed version of the Item

Select the breadcrumb next to the ERP ES icon - "Stock - Item - Vehicle Name"


Stock - Website Item

Select Home - in main menu - left side menu - "Your Shortcuts"

Select "Website Item"

Select any Website Item in Item Group "Used Kayaks"

Review the Website Item settings for the "Used Kayaks" selected

Select the printer icon in the top right corner to show the A4 printed version of the Item

Select the breadcrumb next to the ERP ES icon - "Website - Website Item - Used Kayaks"


Projects

Right Mouse Button Click on "ERP ES" icon - top left corner

Select "Open Link in New Tab"

Select New Tab

Select Home - in main menu - left side menu

Select "Project"

Select the "Project" that is for the Vehicle (Item)

Review the "Project" settings for the Vehicle

Select the "Task" under "Connections" near the top of the Project - these are the tasks for the "Project"


Task

Select the "Task" listed for the "Project" - the "filter" has limited the list view to tasks belonging to the selected "project"

Review the "Tasks" and the "Task Steps" - "Task Steps" are the step by step instructions required to complete the task


Timesheet

Right Mouse Button Click on "ERP ES" icon - top left corner

Select "Open Link in New Tab"

Select New Tab

Select Home - in main menu - left side menu

Select "Timesheet"

Select any existing "Timesheet"

Review the "Timesheet" information

Review the "workflow state" or "status" - Timesheets are approved internally and externally by the customer (if required), and can be invoiced directly on completion


Invoice

Right Mouse Button Click on "ERP ES" icon - top left corner

Select "Open Link in New Tab"

Select New Tab

Select Home - in main menu - left side menu

Select "Invoice"

Select an existing Invoice

Review the Invoice and the links to Timesheet | Task | Project | HR employee - the "Project" has the profit / loss for each customer


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