Evopos Help - 2.09.068

System navigation

System navigation

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System navigation

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Displayed at the top of the Evopos window is the Main Menu. Clicking on one of the options available to you will open the appropriate screen or Sub-Menu. You can also use the Function Keys on the keyboard to quickly access different screens. (See Keyboard Shortcuts for more information).

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Description

sales_logo

Sales is the place for invoicing, estimates, crediting previous sales, performing end of day batch reports, internal transactions, booking parts to jobs or creating sales orders.

contacts

Contacts is where you list your customers and suppliers names, addresses, phone numbers & emails, check customer accounts and transaction history, create mailing lists and send SMS text messages.

items_logo

Items is the home of your stock file, supplier price books, custom price levels, kits and actions, Unit details and categories. It is also where you perform your purchase orders.

organiser_logo

The Organizer is a diary for booking in workshop jobs, appointments, staff holidays or absences, tracking loan vehicles and creating tasks. You can also re-print job cards and set up job templates.

log time_logo

Log Time allows you to monitor your engineer performance and track which jobs they are working on. It’s great for producing efficiency reports too.

accounts_logo

Accounts is the place for entering purchase transactions, banking entries, account reconciliation, journal entries, debtor control and payroll. Valuable reports and business analysis is also found here.

reports_logo

Reports is a powerful tool which allows you to access practically unlimited information about your business and edit the reports to your requirements. You can also reprint invoices, estimates, job-cards etc.

settings_logo

Settings allows you to configure your system. Set print options, scheduled backups, view communication logs, system security, workstation defaults and more.

login_logo

Login is used to log-in as a different operator. It can also be used to log-out. When logged out, the Login page displays the default web page and can be used as an internet browser. You can also see which operators are currently using Evopos.

messages_logo

Messages is a useful application which enables you to send internal messages to staff members. You can link the messages to jobs, tasks and reminders and also view historic messages for information.

CRM_icon

The CRM (Customer Relationship Manager) is for monitoring prospects, tasks and logging reports or calls. It's extremely useful for tracking possible business leads and recording communications between you and your customers.

web_logo

Evopos has a built in Web Browser which can be configured to only allow the sites which you choose to be viewed. All Evopos websites are enabled by default.

 

hires_logo

This module is used to create and monitor hire and loan contracts for your units.

help_logo

This on-line user manual with built it video walkthroughs and step by step tips.