CRM
48
How to download your list of contracts in PDF format? How to download a list of suppliers in PDF format? How to download a contact list in PDF format? How to download a client list in PDF format? How to download a lead in PDF format?
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
Finances
46
How to show/hide your customer due date items? How to show/hide items in your treasuries section? How to show/hide your VAT items? How to download your cash flow list in PDF format? How to add a payment to a tax?
Module Presentation
12
Dashboard Overview Presentation of Settings Sales Module Overview Introduction to the Reports Module Introduction to the Projects Module
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
Production
19
How to show/hide elements in your productions? How to download your production list in CSV format? How to print your production list? How to modify the quantity of inputs? Production module: Managing inputs and finished products
Products
56
How to show/hide your product items? How to download your list of breakage notes in PDF format? How to download your product list in PDF format? How to delete a raw material? How to download your list of breakage reports in CSV format
Projects
13
How to show/hide elements in your projects? How to download your list of projects in PDF format? How to download your list of projects in CSV format? How to download your project list in Excel format? How to print your project list?
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?
Purchases
54
How to create a supplier invoice? How to allocate fees to specific products in an import file? How to download your list of import files in PDF format? How to download your supplier invoice list in PDF format? How to download your expense list in PDF format?
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?
Sales
63
How to add a payment to a purchase order? How to add a payment to an invoice? How to download your list of credit notes in PDF format? How to download your invoice list in PDF format ? How to download your list of purchase orders in PDF format?
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?