Manual SOLIS - build 05032008

Table of Contents

Definitions

I. Generalitaties

II. CRM Agenda

1. Clients access

1.1. Client serch

1.2. Add clients

1.3. Client Details

1.4. Client complete details

1.5. Edit client's details

2. Contact persons

2.1. Search persons

2.2. Add contact person

2.3. Edit/Person details

3. Events (Visits)

3.1. Search events

3.2. Calendar

3.3. Add events

3.4. Visit details

3.5. Edit visit

III. Product catalogue

4. Products

4.1. Search products

4.2. Product details

4.3. Stocks

5. Catalogue management

5.1. Categories administration

5.2. Add products

5.3. Import product list

5.4. Edit product

IV. Offers

6. Offers history

7. Add Offer

7.1. Offer details

7.2. List of products and prices

7.3. External documents attachment

8. Edit offer

V. Orders

9. Orders history

9.1. Orders list

9.2. OrderDetails

10. New documents

10.1. Add order

10.1.1. Order details

10.1.2. Product list

10.2. Add protocol

10.3. Add reservation

VI. Contracts

11. Client's contracts history

11.1. Contract list

11.2. Contract details

11.3. Edit contract

12. Add contract

12.1. Contract details

12.2. Product list

13. Contracts general page

VII. Stock management

14. Stock management documents

15. Add stock documents

15.1. Add nir

15.2. Add transfer order

VIII. Deliveries

16. SearchDeliveries

17. Delivery documents

17.1. Add voucher

17.2. Print documents

17.3. Generate invoice

IX. Payments

18. Registering and viewing payments

X. Suppliers

19. Supplier history

20. Supplier details

21. Add supplier details

21.1. Add supplier

21.2. Add external order

21.3. Add external invoice

XI. Maintenance

22. Description of the module

22.1. The database structure

22.2. To record the initial information needed by the service module, follow the steps:

22.3. Solis menus

22.4. The distinction between the concepts of equipment and equipment system

22.5. Data organising

22.6. Repairs

22.7. Installations

22.8. Maintenance contracts

22.9. Maintenance information search

22.10. Calendar

23. The service module pages

23.1. Client details

23.2. Full client details

23.3. Edit system

23.4. Order producte list

23.5. Service main page

23.6. Add product

23.7. Equipment Search

23.8. Equipment details

23.9. Equipment history

23.10. Edit Equipment

23.11. Maintenance alerts

23.12. Add alert

23.13. Add/Edit intervention

23.14. Maintenance contracts search

23.15. Contract details

23.16. Add/Edit contract

XII. Admin

24. Communications

25. Variables

26. Warehouses

27. Users

28. Constants

29. Resources

30. Optimizare SOLIS

31. Backup si reinstalare folosind fisierele de backup

32. Configuration options and extra modules

33. Technical support and errors administration

XIII. SOLIS Reports