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Modules Overview

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MODULES OVERVIEW

MODULES OVERVIEW

Modules are areas within the system where you can manage the different aspects of your business. Based on individual permissions, users can navigate to the various modules using the Module Dropdown Menu.

The Sales Module is the key module for your sales department and allows you to create and manage customers, generate estimates and invoices, and receive payments.

The Production Module manages the workflow of your production department. This module allows you to quickly see and update product statuses as they move through the workflow in your boards. 
 
The Accounting Module provides a place to manage payments and credit memos, sync your financial data, and run reconciliation reports (similar to a daily closeout procedure), as well as other accounting reports.

The Purchasing Module gives you the ability to create and manage purchase orders, vendors, and catalogs. 

The Reporting Module lets you review real-time reports that are key to managing your business.
   
The Management Module is where all settings that govern your employees, teams, and products are found. 

The Customer Portal is a platform built for customers to sign in and view proofs, approve estimates, request bids, pay invoices, etc., from any device at any time that is convenient for them.

The My Profile Module is where each employee can update personal information that was added when their user account was created. 

The Settings Module is where administrators or owners can find most of the features needed to set up the system properly.

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DASHBOARDS

Dashboards are found in the Sales, Production, Accounting, Purchasing, and Management modules. You can add a variety of widgets to quickly review specific data as well as click, drag, and expand the widgets to customize the view.


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SALES


From the Sales module, you can access:

A. Customers  The contacts and companies who have hired or may hire you.

  • Contacts
  • Companies

B. Payments  Where you can enter and review your customers’ payments.

C. Quick Price  Enter the cost of products and services without entering a customer.

D. Estimates  Create or edit the initial project price and scope which can be converted to an order later.  

E. Orders  Create or edit the official project cost and scope that the customer has agreed to. 

F. Boards – Boards can track the status of line items, orders, estimates, and destination types.

  • All My Boards

G. Products  Use Quick Products as specific variations of assemblies or frequently used combinations of components.

  • Quick Products
  • Quick Product Categories


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PRODUCTION


From the Production module, you can access:

A. Boards – Boards can be used to track the status of a line item, orders, estimates, and destination type.

B. Production-related Settings such as: 

  • Destination Options
  • Item Statuses and Item Substatuses
  • Tag Setup
  • Time Clock Settings

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ACCOUNTING


From the Accounting module, you can access:  

A. Boards – Boards can be used to track customer payment status.

B. Payments  Where you can enter and review your customers’ payments.

C. Credit Memos – This allows you to document overpayments.

D. Reconciliation & Sync  Where you can review your reconciliations.

E. Accounting-related Settings such as: 

  • Accounting Options
  • Chart of Accounts
  • Default GL Accounts
  • Payment Methods
  • Payment Terms
  • Reconciliation Options
  • Taxability Codes
  • Tax Groups
  • Tax Items

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PURCHASING


  

From the Purchasing module, you can access:  

A. Boards – You can use boards to track the progress of vended orders.

B. Vendors  Add third-party businesses that you order materials or services from.

C. Vendor Catalogs  Set up vendor catalogs that will be used to populate catalog items.
Note: A vendor can have multiple catalogs.


D. Vendor Catalog Items  The individual items which can be linked to materials in your system and are associated with specific catalogs.

E. Purchase Orders  Review purchase orders created in your system.

F. Purchase-related Settings 

  • Purchase Order Options


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REPORTING


From the Reporting module, you can access:  

Includes any reports you’ve selected to generate from the Settings Module

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MANAGEMENT


From the Management module, you can access:
 

A. Employees & Teams  Create employee and team profiles with details, connectors, and locations. This is where you can update employee permissions, access details, and notifications. 

  • Employees
  • Teams

B. Boards – You can review management-level boards here.

  • All My Boards

C. Products – You can create Quick Products for specific variations of assemblies or frequently used components. 

  • Quick Products
  • Quick Products Categories

Note: Items can be preset to a specific company, size, etc.

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CUSTOMER PORTAL


In the Customer Portal, under Select Portal, your employees can select a specific customer portal to view, allowing them to view it as a customer would see it, which can be useful when helping customers troubleshoot issues in their portal.   


From here your employees and customers can access features such as:
 

A. Action Required  Orders or items that need your attention, (e.g. approvals or payments).

B. Open Orders  Review a list of orders in progress.

C. Open Estimates  Review a list of estimates in progress.

D. Make a Payment  This is only available if you're using integrated payments.

E. History   

  • Order History
  • Estimate History
  • Payment History

F. My Profile  End customer's profile information.

Note: You can also sign out of your system from this module.

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MY PROFILE

 

From the My Profile module, you can access:  

A. Your own profile page  You can update information added when your account was created.

B. Time Tracking  Review the time entries recorded each time you clock in and out.

C. Messages & Notifications  Send and review internal and external messages within the system.

D. Manage Notifications  Set up the alerts you want to receive when various actions are performed within the system.

E. Files  Store important documents like HR forms, receipts, image files, etc.

F. Calendars


G. My Training  Access your personalized training page.
Note: You can also sign out of your system from this module.


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SETTINGS
From the Settings module, you can set up or customize most of the features that you need to run your system.

A. All Settings – This is your settings main page.

B. Settings Search – Save time by entering terms to find the settings you need.


C. Accounting

  • Accounting Options
  • Chart of Accounts
  • Credit Line Options  
  • Default GL Accounts  
  • Payment Methods   
  • Payment Terms  
  • Reconciliation Options  
  • Taxability Codes  
  • Tax Groups 
  • Tax Items  

D. API 

  • API Tokens
  • API Users

E. Automations

  • Automations


F. Boards 

  • Board Setup


G. Components

  • Materials
  • Labors
  • Machines
  • Assemblies
  • Variant Types
  • Component Categories
  • Shared Elements


H. Custom Fields

  • Assembly Details 
  • Company Details 
  • Contact Details 
  • Employee Details 
  • Estimate Details 
  • Labor Details 
  • Location Details 
  • Machine Details 
  • Material Details  
  • Order Details


I. Customer Portals

  • Customer Portal Options

J. File Management 

  • Default Files and Folders
  • Files and Folders Options


K. Integrations

  • Third-Party Applications


L. My Business

  • Application of Employee Roles
  • Employee Roles
  • Locations


M. Notifications

  • Notifications


N. Purchasing

  • Purchase Order Options


O. Reports & Documents

  • Documents
  • Reports
  • Report Menu Groups


P. Sales

  • Company Options
  • CRM Lists
  • CRM Options
  • Estimate Options
  • Item Categories
  • Item Setup Fees
  • Numbering Options
  • Order Options
  • Pricing Tiers
  • Reason Lists
  • Sales Goals
  • Task Types


Q. System

  • Calendars
  • Custom Domains
  • Email Domains
  • Email From Addresses
  • Email Templates
  • Localization
  • Time Zones


R. Widgets

S. Workflow

  • Destination Options
  • Item Statuses
  • Item Substatuses
  • Tag Setup

Modified on: 2024-02-08 13:18:49 -0700

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