Difference between revisions of "Quick start guide to Protemos"
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<BIG> For the '''Vendor quick start guide''', please '''<U> [[Vendor quick start guide|click here]]</U>'''.</BIG> | <BIG> For the '''Vendor quick start guide''', please '''<U> [[Vendor quick start guide|click here]]</U>'''.</BIG> | ||
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| + | '''<I> Advanced options </I>''' | ||
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| + | {| style="width:900px" border="1" | ||
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| + | |-style="height:100px" | ||
| + | |1. " valign="top" align="center" width="300" | <U>[[Taxes|'''1.Taxes''']]</U> <br> <br> [[File:wiki.jpg|40px|link=Taxes]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/IHAw-yH3jJM]] | ||
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| + | |2. " valign="top" align="center" width="300" | <U> [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Create/import clients]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/ffUzN7G6SrU]] | ||
| + | |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:wiki.jpg|40px|link=Create/import vendors]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https:https://www.youtube.com/watch?v=l63yaXJddQQ&feature=youtu.be]] | ||
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| + | |- style="height:100px" | ||
| + | |4. " valign="top" align="center" | <U> [[Create project|'''4.Create project''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Create project]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://www.youtube.com/watch?v=38SpFkjDD9s]] | ||
| + | |5. " valign="top" align="center" |<U> [[Assign jobs|'''5.Assign jobs''']] </U> <br>'''<span style="color:red">(for Enterprise version)</span>''' <br> [[File:wiki.jpg|40px|link=Assign jobs]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/mwVZxHvj6ck]] | ||
| + | |6. " valign="top" align="center" | <U> [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Issue invoices]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/Op9ujwaGzqo]] | ||
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| + | |- style="height:100px" | ||
| + | |7. " valign="top" align="center" | <U> [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Recording payments]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/zTB2xgQZ2rI]] | ||
| + | |8. " valign="top" align="center" | <U> [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/Xl1xrsV-sM4]] | ||
| + | |9. " valign="top" align="center" | <U> [[Сreate quotes|'''9.Quotes''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Сreating quotes]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/6vwCBqF7kbY]] | ||
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| + | |- style="height:100px" | ||
| + | |10. " valign="top" align="center" | <U> [[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Filters and search]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/sU7a5yPMWWE]] | ||
| + | |11. " valign="top" align="center" | <U> [[Export data|'''11.Export data''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/X5e4Raf8IqY]] | ||
| + | |12. " valign="top" align="center" | <U> [[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Alerts and notifications]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/0vlt20EVR9g]] | ||
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| + | |- style="height:100px" | ||
| + | |13. " valign="top" align="center" | <U> [[Managers and access|'''13.Managers and access''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Managers and access]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/2xEcZOgJ6S4]] | ||
| + | |14. " valign="top" align="center" | <U> [[Customization|'''14.Customization''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Customization]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/k9cG_vswHp4]] | ||
| + | |15. " valign="top" align="center" | <U> [[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:wiki.jpg|40px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/hONidYnoW7M]] | ||
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| + | |} | ||
Revision as of 11:46, 5 May 2020
For a brief system overview, please check this video: 40px
All the icons are clickable
| 1.Create Account 40px  40px
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2.Create/import clients 40px 40px
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3.Create/import vendors (for Enterprise version) 40px 40px
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| 4.Create project 40px 40px
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5.Assign jobs (for Enterprise version) 40px 40px
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6.Issue invoices 40px 40px
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| 7.Record payments 40px 40px
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8.Generate reports 40px 40px
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9.Quotes 40px 40px
|
| 10.Filters and search 40px 40px
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11.Export data 40px 40px
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12.Alerts and notifications 40px 40px
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| 13.Managers and access 40px 40px
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14.Customization 40px 40px
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15.Licenses (for Enterprise version) 40px 40px
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For the Vendor quick start guide, please click here.
Advanced options
| 1.Taxes 40px 40px
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2.Create/import clients 40px 40px
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3.Create/import vendors (for Enterprise version) 40px 40px
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| 4.Create project 40px 40px
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5.Assign jobs (for Enterprise version) 40px 40px
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6.Issue invoices 40px 40px
|
| 7.Record payments 40px 40px
|
8.Generate reports 40px 40px
|
9.Quotes 40px 40px
|
| 10.Filters and search 40px 40px
|
11.Export data 40px 40px
|
12.Alerts and notifications 40px 40px
|
| 13.Managers and access 40px 40px
|
14.Customization 40px 40px
|
15.Licenses (for Enterprise version) 40px 40px
|
