COMPANY

The ‘Company’ module is your Company Communications Area, often referred to as your Company Intranet.

TODAY

The ‘TODAY’ option is your Home Page.  Here you can view the latest company headlines and scrolling messages.  Click on a Headline to view the full story.

If there is an action required then select the actioned box. Headlines may contain document links for you to read by clicking onto the link the document will be viewable.

SUPPORT TICKETS

You can request Support by using the Ticketing system found under the headlines. Select Add New Ticket to raise a new ticket. Please add as much detail as possible to help the team assist you as quickly as possible. Select View tickets to keep an eye out for the responses too!

CONTACTS / SUPPLIERS

These are useful directories for Contacts and Supplier information set by Head Office, plus a place for you to store your own local entries. 

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Local Suppliers show up in the Purchasing tool for you to record any CASH Purchases. By selecting 'Add Local Supplier' in this section you can build up a list of local suppliers for your outlet.

CLIENTS

Here you can set up any Clients who may use your facilities and for which you need to create an invoice. Once set up an automated request gets emailed to the nominated Head Office person for approval.  Only once approved will this client become active in the Income, Credit Sales tool.

BUDGETING

Here you can log the budgets for your site. This information shows on the Trading Report. You are able to breakdown the Costs section into purchasing categories as required.

Note; Update after each section is completed in order to save your data.

EVENTS

A place to set up an 'Event' such as a function or conference for example. Costs and Income can then be allocated to the Event.

DOCUMENTS

This is your Company Documents Library. 

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