Documentation: Daily Procedures Answer: Following is a list of the procedures that we suggest you do on a daily basis. These are done either at the end of the ...
Documentation: Daily Sales Procedure Answer: Daily Sales Procedure – Dealership Run the Payments Report.From the top menu bar, select [Sales], [Parts], [Daily Menu], and then [Payments]. The Payments Report screen opens. · ...
Documentation: GENERAL LEDGER Answer: GENERAL LEDGER General Ledger transactions are created from everywhere and have to be funnelled into the General Ledger Transaction file to be Posted before they reach ...
Documentation: CUSTOMER- VENDOR UPDATE Answer: CUSTOMER UPDATE Use Customer Update to enter a new customer’s information into the system, or make changes to an existing customer. A customer is any individual ...
Documentation: CRM Answer: CRMCustomer Relationship Management. The purpose of the application is to allow Sales and Service people the ability to keep track of their To-Do Lists. They can ...
Documentation: BASIC OVERVIEW - Customer Update Answer: ContentsLogging InNavigating MenusTop Menu ItemsSide Menu ItemsHelp:FeaturesCommon ButtonsAdobe Features:CUSTOMER UPDATEContacts Logging In 1. Double click on the Peartree Icon on your desktop, 2. A pop up box will ...
Documentation: ACCOUNTS RECEIVABLE ADMINISTRATION TABLES Answer: Finance – Receivables – Administration – AR Code UpdateSet up different currencies that the business will have for Accounts Receivable Accounts Receivable Code:- Manually enter the ...