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simplyreliable|OS - Browser Version

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  1. Navigation

    The User Interface-simplyreliable|OS
  2. CRM
    Contacts-simplyreliable|OS
  3. Schedule a Sales Call-simplyreliable|OS
  4. Products & Services
    Manage Products and Services-simplyreliable|OS
  5. quickSPECS, smartASSEMBLIES, Packages, and Choice
  6. Proposals
    Create a Proposal-The Proposal Wizard-simplyreliable|OS
  7. Create a Proposal-Add Products Page-simplyreliable|OS
  8. Create a Proposal-Add Products Making the Product an option-simplyreliable|OS
  9. Create a Proposal-quickSPEC Page-simplyreliable|OS
  10. Create a Proposal-The Proposal Details Page-simplyreliable|OS
  11. Create a Proposal-The Proposal Settings Page-simplyreliable|OS
  12. Create a Proposal-digital and PDF Proposals-simplyreliable|OS
  13. Create a Proposal-Close The Sale-simplyreliable|OS
  14. Create a Proposal-Import a Proposal from Portal to simplyreliable|OS
  15. Deliver Products From A Proposal-simplyreliable|OS
  16. Invoices
    Getting Paid: Receive A Payment-simplyreliable|OS
  17. Getting Paid: Progress Invoicing From A Proposal-simplyreliable|OS
  18. Getting Paid: Time and Material Invoicing From A Proposal-simplyreliable|OS
  19. Getting Paid: The Retail Invoice-simplyreliable|OS
  20. Invoices: Deliver the Products-simplyreliable|OS
  21. Purchasing
    The Purchasing Process-Create A Purchase Order-simplyreliableOS
  22. #12 Purchasing non dedicated purchase agent
  23. #13 Purchasing dedicated purchase agent
  24. The Purchasing Process-Request Products-simplyreliableOS
  25. The Purchasing Process-Need To Order-simplyreliableOS
  26. The Purchasing Process-Inventory Management-SRi QR Code Labels-simplyreliableOS
  27. Inventory
    Inventory Management-Receive The Purchase Order-simplyreliableOS
  28. Feature How To's (Some will have the smartOFFICE UI)
    Proposal Setting and HTML Template Formatting
  29. Using The My Time and Time Overview Pages
  30. Modifiers
  31. Bulk Scaling in smartOFFICE
  32. User Privileges
  33. QuickBooks Online Contact Export-import to smartOFFICE
  34. #9 change order and time..
  35. #10 View the project
  36. #15 Creating the work order
  37. #17 Inventory setup stock levels
Lesson 7 of 37
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Create a Proposal-Add Products Page-simplyreliable|OS