Core Modules
Including Quotations, Jobs, Purchase Orders, Delivery Notes, Contracts, Invoices, and Stock Control.
Projects
Customizing the Core Modules (Statuses, Names, Custom fields, etc)
More Functionality - Labour, Hire, Currencies and More
CRM (Customers, Contacts, Pipeline Deals)
- Credit Control (Limits)
- Merging Companies and Contacts
- Company / Client PDF Template Tags
- A Tour of the CRM
- Understanding Customers, Contacts and Suppliers
- Importing Customers (Companies & Contacts)
Jobs / Sales Orders
Quotations
- Approvals in Quotations
- Forecast / Probable Values on Quotations
- Making Items (Products/Services) Optional
- Getting Started with Quotations in Zigaflow
- How Pricing Works in Zigaflow Quotations
- Quote Revisions and Versions
Purchase Orders (PO's)
Reporting
Stock Control / Inventory
- Using Default Stock Locations
- Viewing Available Stock on a Job/Order
- Batch Number & Expiration Dates on Stock
- Stock Check / Stock Take
- Setting up Stock / Inventory
- Managing Stock (Add/Remove)
Invoices
eForms
- Getting Started with eForms
- Create an eForm attached to a Quote, Job or Purchase Order
- eForm PDF Templates & Tags
- Using eForms to Manage Artwork Approval
- Creating Client Approvals (Artwork, Drawings, etc)
- eForm Templates (Creating and Using)