Help – Hsabati

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?

How to download your suppliers list in CSV format?How to download your prospect list in Excel format?How to download your client list in CSV format?How to download your contact list in Excel format?How to download your contact list in CSV 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

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

41

How to download your supplier due date list in PDF format?How to download your customer due dates list in PDF format?How to download your forecast list in PDF format?How to download your VAT list in PDF format?How to delete a supplier due date?

How to download your customer due list in Excel format?How to download your treasury list in Excel format?How to download your forecast list in Excel format?How to download your list of VAT in Excel format?How to download your list of taxes or duties in Excel format?

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

18

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 Production Module Overview

How to generate a PDF of your productions?Production Module Overview How to allow the creation of product components?Production module: Managing inputs and finished products How to modify the elements of a production?

Products

55

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 How to download your stock transfer list in CSV format?

How to add a discount per customer?How to include disabled products in your inventory?How to add an attachment to a breakage voucher?Introduction to the products module How to change the quantity of multiple products at once?

Projects

12

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?Projects Module

How to download your project list in Excel format?Projects Module How to print your project list?How to delete a project?How to download your list of projects in CSV format?

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

53

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?How to include costs in an import file?

How to export your list of receipt vouchers to Excel?How to print your import file list?How to download your list of expenses in Excel format?How to export your list of supplier purchase orders to Excel?How to Print Your Payment List?

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

61

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?How to create a credit note?How to download your list of advances in Excel format?

How to delete a payment?How to modify a credit note?How to delete a contract?How to delete an advance?How to print a sales invoice?

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?