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Employee/User parameters (Set contracted hours and PO creation accessibility)
Once a user has been created you can set various Employee settings that manage employee behaviour...
Role Management - User roles for system access
The system has an advanced set of system roles that determine what users can see and do. Users m...
Create Account
The Account or Customer record is where all details of that Account are held. This will include ...
Managing Employees
Create an Employee Navigate to the Employees main feature page. Click + New Employee in the t...
Manage Services
Introduction Items are the building block of your store. Items can be physical products, digital...
Manage Locations
Reflections EPOS allows you to have multiple locations for your store. Each store location can be...
Manager Suppliers
Create a New Supplier Click Suppliers in the left menu. Click + New Supplier in the top right...
User Management (Create and Manage Users)
System Administrators can manage users to ensure they have the correct access, functionality and ...
Contacts / Addresses
You can create individual contacts / addresses by clicking Trading Partner > New Contact/Address ...
Trading Partner
You can create your Trading Partner by clicking Trading Partner > New Trading Partner from the me...
Billing / Payment
This area of the system is where you work with Sales Invoices and Purchase Invoices
Commercial
This area of the system is where you record the Sales Contracts, Purchase Contracts and Fixin...
Products
The Products area of the system is where you store details of all your product, which could b...
Trading Partners & Contacts/Addresses
The Trading Partner area of the system is where you store all the details regarding people an...
Screen Layout
The top of the screen contains the top menu When you select one of these the menu items the...
Global Search
At the top left of all the screens is the global search. You can type a few characters in here th...
Logging In / Password Reset
Enter the username and password provided to you by your administrator and press Log In If th...
Create the Quote > Send the quote > acknowledge the quote!
1. Click the "Create Customer Quote" button. Tip! The system allows you to create different qu...
Create a Job Survey/Order (Measure Up)
Within RakataCRM a Survey is a critical piece of the system. Every order, quote, fitting etc has...
Inform the Fitter
There are 3 methods for the fitter to be informed of the job timings and details. These are: ...