Quick Start – Stuff you need to know

Help pages that cover some of the essential, need to know topics. If you have any questions please just ask. We are always pleased to help

 

General Info

Browsers & compatibility

What you need to know about using our app on your computer and supported devices

Grid layouts, filtering & exporting data

How to change the layout of the grids used to display data like orders and products

Tree list layouts & filtering data

How to change the layout of the tree lists used to display data like orders and products

Quick layout recall buttons

How to save & recall your favorite grid / tree list layouts

 

Orders

Order Searching

How to search for quotes / orders / invoices / stock issues etc using dates, keywords

Sharing quotes / orders

How to share your quote / order / proforma with existing and potential customers

Sales & purchase carts – Add from product catalogue

Browse your product catalogue and create sales / purchase carts to create quotes, sales orders & purchase orders

Sales & purchase carts – Load from exsiting orders

How to use the sales and purchase carts to create quotes, sales orders & purchase orders using existing orders

Creating invoices, stock issues & receipts

Use your quote / order to create invoices, stock issues. Creating stock receipts & invoices from purchase orders

Exporting invoices to accounts systems

How to create data files that you can import into accounts systems like QuickBooks and Xero

Order Statuses

Order statuses, there effect on business processes  & inventory data

 

Products

Product prices & price lists

Managing your product prices and price lists

Product stock, availability & warehouses

Managing your product stock, warehouses and viewing availability

 

Customers & suppliers

Linking with OCAT customers & suppliers

Managing and update the links between all the systems that OCAT connects to. How CRM Address books link to OCAT customers and suppliers

 

Misc

Know issues / problems

A list of the problems / issues we are aware of and currently working on & work a rounds

Whoops – Something didn’t work properly

What to do when you get a Whoops