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Admin Guide
The Admin Guide will walk you through everything admin related such as quotes, invoices, payments, users, settings and subscription.
Configuration
- Updating Business Information
- Configuring Email Settings
- Quote & Invoice Documents
- Setting up KPIs
- Setting up Bonus Payment Report
- Invoice Management
- Automatic Deposit/Initial Payment Request
- Selling Functions
- Material Settings
- Inputting Labour Rates
- Catalogue Filtering & Favourite Product Filtering
- Automatic Quote Follow up
- Purchase Order