Results for “tutorial”

Tutorial

Find Your Way Around A Job

service/tutorials/find-your-way-around-a-job.md

# Find your way around a service job The job screen carries more than it first appears, and most of what you will need day to day is on it. In this walkthrough we will open a...

Tutorial

Follow one contract through a month

billing/tutorials/follow-one-contract-through-a-month.md

# Follow one contract through a month By the end of this tutorial you will have traced a single contract from its agreement through one month's billing to the invoice the customer …

Tutorial

Read A Deal And Its Builds

sales/tutorials/read-a-deal-and-its-builds.md

# Read a deal and its builds A deal screen packs a lot in: the commercial terms on the left, the machines on the right, and each machine's whole journey compressed into two rows...

Tutorial

Read A Warehouses Stock

stock/tutorials/read-a-warehouses-stock.md

# Read a warehouse's stock The Stock On Hand tab shows four different numbers for the same product, and they are all correct. In this walkthrough we will learn to read them....

Tutorial

Read An Account

crm/tutorials/read-an-account.md

# Read an account An account screen answers three questions at once: who are these people, what do they already have, and what have we said to them. In this walkthrough we will...

Tutorial

Trace A Document Reference

admin/tutorials/trace-a-document-reference.md

# Trace a document reference Every document in BMS carries a reference like `SD-P012628` or `SO-W029522`, and the letter in the middle is not decoration. In this walkthrough we...

Tutorial

Walk Through A Visit

mobile/tutorials/walk-through-a-visit.md

# Walk through a visit on your phone The mobile app puts one visit on one screen. In this walkthrough we will open one and learn where everything is, without changing anything....

Overview

About Administration

admin/overview.md

…e roles a user holds. ## Where to go next - **New to this?** [Trace a document reference](tutorials/trace-a-document-reference.md) - **Setting someone up?** [Create a user account]…

Overview

About Billing

billing/overview.md

…eview-queue.png) ## Where to start **If you are new to billing in BMS**, follow [[billing/tutorials/follow-one-contract-through-a-month|Follow one contract through a month]]. It wa…

Overview

About CRM

crm/overview.md

…s** are what is meant to happen. ## Where to go next - **New to this?** [Read an account](tutorials/read-an-account.md) - **Chasing a deal?** [Work an opportunity through its stage…

Overview

About Sales

sales/overview.md

…the sales view of it. ## Where to go next - **New to this?** [Read a deal and its builds](tutorials/read-a-deal-and-its-builds.md) - **Setting a deal up?** [Set a deal's pricing an…

Overview

About Service

service/overview.md

… hang off it. ## Where to go next - **New to this?** [Find your way around a service job](tutorials/find-your-way-around-a-job.md) - **Working the queue?** [Work the unallocated qu…

Overview

About Stock

stock/overview.md

…es belief with reality. ## Where to go next - **New to this?** [Read a warehouse's stock](tutorials/read-a-warehouses-stock.md) - **Sending supplies out?** [Fulfil a supply order](…

Overview

About the mobile app

mobile/overview.md

…can-use-it.md). ## Where to go next - **New to it?** [Walk through a visit on your phone](tutorials/walk-through-a-visit.md) - **On site now?** [Work a visit on site](how_tos/work-…

Reference

The Account Screen

crm/reference/the-account-screen.md

… saved views. ## Related - [Account statuses](account-statuses.md) - [Read an account](../tutorials/read-an-account.md)