Difference between revisions of "Quick start guide to Protemos"

From Protemos Wiki
Jump to: navigation, search
Line 10: Line 10:
 
|2. " valign="top" align="center" width="300" |  <U>  [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:WK cl.png|60px|link=Create/import clients]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/e23OdYfLewc]]
 
|2. " valign="top" align="center" width="300" |  <U>  [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:WK cl.png|60px|link=Create/import clients]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/e23OdYfLewc]]
  
  |3. " valign="top" align="center" width="300" |  <U>  [[Create/import vendors|'''3.Create/import vendors''']] </U> <br> '''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:WK cl.png|60px|link=Create/import vendors]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/l63yaXJddQQ]]
+
  |3. " valign="top" align="center" width="300" |  <U>  [[Create/import vendors|'''3.Create/import vendors''']] </U> <br> '''<span style="color:990000">(for Enterprise version)<span>''' <br> [[File:WK cl.png|60px|link=Create/import vendors]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/l63yaXJddQQ]]
 
   
 
   
 
  |- style="height:100px"
 
  |- style="height:100px"

Revision as of 12:41, 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



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