Difference between revisions of "Quick start guide to Protemos"

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*<BIG> <span style="color:#000000"> For the '''Vendor Quick start guide''' '''<U>[[Vendor quick start guide|<span style="color:#330000">click here</span style>]]</U>'''. </span style> </BIG>
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:::::::::[[File:For the Vendor Quick start guide click here..png|250px|link=Vendor quick start guide]] [[File:For the Vendor Quick start guide click here. (1).png|250px|link=Client quick start guide]]
 
 
*<BIG> <span style="color:#000000"> For the '''Client Quick start guide''' <U>[[Client quick start guide|<span style="color:#330000">'''click here'''</span style>]]</U>. </span style></BIG>
 
 
 
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::::::::::::::::<BIG>'''Advanced options'''</BIG>  <span style = "color:#990000">-is being edited </span>
 
::::::::::::::::<BIG>'''Advanced options'''</BIG>  <span style = "color:#990000">-is being edited </span>

Revision as of 14:12, 28 May 2020

For a brief system overview, please check this video: YT client.png

All the icons are clickable

1.Create Account

WK cl.png Empty square.jpg YT client.png
2.Create/import clients

WK cl.png Empty square.jpg YT client.png
3.Create/import vendors
(for Enterprise version)
WK cl.png Empty square.jpg YT client.png
4.Create project

WK cl.png Empty square.jpg YT client.png
5.Assign jobs
(for Enterprise version)
WK cl.png Empty square.jpg YT client.png
6.Issue invoices

WK cl.png Empty square.jpgYT client.png
7.Record payments

WK cl.png Empty square.jpgYT client.png
8.Generate reports

WK cl.pngEmpty square.jpgYT client.png
9.Quotes

WK cl.png Empty square.jpgYT client.png
10.Filters and search

WK cl.png Empty square.jpgYT client.png
11.Export data

WK cl.png Empty square.jpgYT client.png
12.Alerts and notifications

WK cl.png Empty square.jpg YT client.png
13.Managers and access

WK cl.png Empty square.jpgYT client.png
14.Customization

WK cl.png Empty square.jpg YT client.png
15.Licenses
(for Enterprise version)
WK cl.png Empty square.jpg YT client.png


For the Vendor Quick start guide click here..png For the Vendor Quick start guide click here. (1).png
Advanced options -is being edited
Taxes

WK cl.png Empty square.jpg YT client.png
Project templates

WK cl.png Empty square.jpg YT client.png
Tenders

WK cl.png Empty square.jpg YT client.png
SmartCat integration

WK cl.png Empty square.jpg YT client.png
memoQ integration

WK cl.png Empty square.jpg YT client.png
TQ Auditor integration

WK cl.png Empty square.jpgYT client.png
Import vendors

WK cl.png Empty square.jpg YT client.png
Import clients

WK cl.png Empty square.jpg YT client.png
Workflow

WK cl.png Empty square.jpgYT client.png