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Navigation
The User Interface-simplyreliable|OS -
CRMContacts-simplyreliable|OS
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Schedule a Sales Call-simplyreliable|OS
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Products & ServicesManage Products and Services-simplyreliable|OS
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quickSPECS, smartASSEMBLIES, Packages, and Choice
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ProposalsCreate a Proposal-The Proposal Wizard-simplyreliable|OS
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Create a Proposal-Add Products Page-simplyreliable|OS
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Create a Proposal-Add Products Making the Product an option-simplyreliable|OS
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Create a Proposal-quickSPEC Page-simplyreliable|OS
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Create a Proposal-The Proposal Details Page-simplyreliable|OS
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Create a Proposal-The Proposal Settings Page-simplyreliable|OS
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Create a Proposal-digital and PDF Proposals-simplyreliable|OS
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Create a Proposal-Close The Sale-simplyreliable|OS
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Create a Proposal-Import a Proposal from Portal to simplyreliable|OS
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Deliver Products From A Proposal-simplyreliable|OS
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InvoicesGetting Paid: Receive A Payment-simplyreliable|OS
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Getting Paid: Progress Invoicing From A Proposal-simplyreliable|OS
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Getting Paid: Time and Material Invoicing From A Proposal-simplyreliable|OS
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Getting Paid: The Retail Invoice-simplyreliable|OS
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Invoices: Deliver the Products-simplyreliable|OS
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PurchasingThe Purchasing Process-Create A Purchase Order-simplyreliableOS
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#12 Purchasing non dedicated purchase agent
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#13 Purchasing dedicated purchase agent
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The Purchasing Process-Request Products-simplyreliableOS
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The Purchasing Process-Need To Order-simplyreliableOS
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The Purchasing Process-Inventory Management-SRi QR Code Labels-simplyreliableOS
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InventoryInventory Management-Receive The Purchase Order-simplyreliableOS
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Feature How To's (Some will have the smartOFFICE UI)Proposal Setting and HTML Template Formatting
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Using The My Time and Time Overview Pages
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Modifiers
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Bulk Scaling in smartOFFICE
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User Privileges
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QuickBooks Online Contact Export-import to smartOFFICE
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#9 change order and time..
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#10 View the project
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#15 Creating the work order
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#17 Inventory setup stock levels
Lesson 7 of 37
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