Help – Hsabati

CRM

32

How to download your prospect list in Excel format?How to download your contact list in Excel format?How to download your supplier list in Excel format?How to download your customer list in Excel format?How to print your contract list?

CRM module overview How to print your customer list?How to delete a contact ?How to add a discount per customer?How to modify a lead profile's information?

Data Import

14

How to import a batch ?How to import an estimation ?How to import an advance?Introducing the Data Import Tool Presentation of the data import tool

How to import an advance?How to import your purchase orders?Presentation of the data import tool Introducing the Data Import Tool How to import your expenses?

Finances

25

How to delete a customer due date ?How to print your supplier payment due date list ?How to print your customer due date list?How to print your forecast list?How to print your cash flow statement?

How to modify a tax?Presentation of the Finance Module How to check the tax status?How to delete a tax?How to print your VAT list?

Module Presentation

12

Dashboard Overview Presentation of Settings Sales Module Overview Introduction to the Reports Module Introduction to the Projects Module

Sales Module Overview Introduction to the Projects Module Introduction to the Reports Module Introduction to the Hsabati prospecting module Presentation of Settings

My account

1

How to change your Hsabati account password?

How to change your Hsabati account password?

Numbering

9

Loss form: previous numbering and adjustment of the next number Customer order form: previous numbering and adjustment of the next number Supplier purchase order: previous numbering and adjustment of the next number Delivery note: previous numbering and adjustment of the next number Production: Previous Numbering and Adjustment of the Next Number

How to reset the numbering of your invoices?Invoice: previous numbering and adjustment of the next number How to reset the numbering of your quotes?Production: Previous Numbering and Adjustment of the Next Number Credit note: previous numbering and adjustment of the next number

POS

2

How to create an expense from the Hsabati POS?How to add a customer from POS Hsabati?

How to add a customer from POS Hsabati?How to create an expense from the Hsabati POS?

Production

17

How to print your production list?How to modify the quantity of inputs?Production module: Managing inputs and finished products Production Module Overview How to allow the creation of product components?

How to modify the elements of a production?How to allow the creation of product components?How to generate a PDF of your productions?Production Module Overview How to delete a production?

Products

47

How to print your list of breakage ?How to print your stock transfer list?How to print your product list?How to display the all-inclusive cost price in the product sheet?How to add a product to an invoice?

How to download a stock transfer in PDF format?How to associate new attributes to your product sheets?How to create a product?How to edit product information?How to change the category of multiple products?

Projects

9

How to print your project list?Projects Module How to delete a project?How to export delivery notes in ZIP format?How to create a timesheet in a project?

How to modify a project?How to start a discussion in a project?How to upload a file to a project?How to add a task to a project?How to create a timesheet in a project?

Prospecting

7

Introduction to the Hsabati prospecting module How to convert a lead into a customer?How to allow the conversion of prospects into customers ?How to add a new funnel?How to add a new prospecting source?

How to manage your prospecting on Hsabati?How to check your prospecting status?How to add a new prospecting source?How to add a new funnel?How to allow the conversion of prospects into customers ?

Purchases

35

How to print your import file list?How to Print Your Payment List?How to print your supplier credit notes list?How do print your supplier purchase order list?How to delete a supplier purchase order?

Purchasing module overview How to modify a payment?How to modify an import file?How to modify a supplier credit note?How to add a discount per customer?

Reports

34

Introduction to the Reports Module How to check the tax status?How to view supplier withholding taxes?How to view customer withholding taxes?How to view transfer orders by location?

How to download a report of out-of-stock products?How to check total income?How to check sales by customer ?How to view product purchases by supplier?How to download an inventory report of your products?

Sales

56

How to download your list of payments in Excel format?How to download your list of credit notes in Excel format?How to download your invoice list in Excel format?How to download your purchase order list in Excel format?How to download your estimates list in Excel format?

How to modify a credit note?How to modify an advance?Sales Module Overview How to delete a customer invoice?How to modify a delivery note?

Settings

67

How to allow credit notes on delivery notes?How to add roles?How to change the time zone?How to edit an item type on Hsabati?How to delete an item type on Hsabati?

How to set up a password for a collaborator?How to change the language on the platform?How to reset the numbering of your invoices?Invoice: previous numbering and adjustment of the next number How to reset the numbering of your quotes?