PLATINUM - Head Office Vehicles Overview
Head Office Vehicles Overview ![][1] The Vehicles tab is very similar to the layout of the suppliers tab in a normal branch. 1. You have the list of suppliers that can be ordered by any of the columns 'Rego', 'Make', 'Model' or 'Customer Name'. 2. The Pen icon will take you to the vehicle to be edited. [1]: ht…
Platinum - Head Office Companies Overview
Platinum - Head Office Companies Overview This tab includes all of the branches that you currently have linked to your main Head Office branch. If you are expecting to see more companies here these will need to be set up and linked to your Head Office branch. You can do this by clicking the 'Envelope' button on the …
Platinum - Head Office Customers Overview
![][1] The customers tab is very similar to the layout of the customers tab in a normal branch. 1. You have the list of customers that can be ordered by any of the columns 'Customer', 'Mobile' or 'Phone Number'. 2. There are also 4 icons next to each customer that you can use: Pen icon - Takes you to the customer …
PLATINUM - Head Office Suppliers Overview
The suppliers tab is very similar to the layout of the suppliers tab in a normal branch. 1. You have the list of suppliers that can be ordered by any of the columns 'Supplier', 'Suburb', 'Phone Number' or 'Website'. 2. There are also 3 icons next to each customer that you can use: Pen icon - Takes you to the suppli…
Multi-branch - price matrix
**Please note: **_The following is a guide on how to set up your price matrix and then how to push this down to the other branches. Price Matrix is available for all customers with Gold or Platinum. However, this guide is specifically for anyone with Platinum and Multi-Branch._ **Please note:** for a step-by-step gui…
