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

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?

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

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

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

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

How to add a new item type on Hsabati?How to add an attachment to a breakage voucher?Introduction to the products module How to add a discount per customer?How to include disabled products in your inventory?

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?

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

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?

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

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?

How to create an estimate on Hsabati?How to create a purchase order?How to create an invoice on Hsabati?How to create a delivery note?How to convert an estimate into 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?