Getting Started | |
Glossary of Terms | |
Help by Section | Help Basic |
Help by Index |
Customer Quote | |
Creating Customer Quote | |
Create a New Customer Quote | |
Find a Customer Quote | |
Editing Customer Quote | |
How to Edit and Change a Model Number | |
Useful Tools for Customer Quote | |
Create a Quote and acquire customer information last | |
Target Date to manage your Quote | |
Printing Options | |
Sales Organizer | |
E-Mailing a Customer Quote |
Bank Deposits |
|||||||||||||||
Customer Payments | |||||||||||||||
Taking a Customer Payment | |||||||||||||||
Find a Cash Payment in the WhirlWind System | |||||||||||||||
Find a Check Payment in the WhirlWind System | |||||||||||||||
Find a Credit Card Payment in the WhirlWind System | |||||||||||||||
Deleting Customer Payments Enter incorrectly | |||||||||||||||
Verifying Customer Payments | |||||||||||||||
Cash / Check Bank Deposits | |||||||||||||||
Creating Cash / Check Bank Deposits | |||||||||||||||
Finding a Cash / Check Bank Deposits | |||||||||||||||
Credit Card Bank Settlements | |||||||||||||||
Creating Credit Card Bank Settlements | |||||||||||||||
Finding Credit Card Bank Settlements | |||||||||||||||
Purchasing |
|||||||||||||||
Purchase Orders | |||||||||||||||
Creating a Purchase Order | |||||||||||||||
Find a Purchase Order | |||||||||||||||
Adding Purchase Order Model Numbers | |||||||||||||||
Cost and Discounts on Model Number placed on Purchase Order | |||||||||||||||
Issue and Un-Issue Model Numbers from a Purchase Order to a Customer Order | |||||||||||||||
Explanation of View by Summary or Detailed format on a Purchase Order | |||||||||||||||
Models Requested Screen | |||||||||||||||
Order By Quantity | |||||||||||||||
Convert a Purchase Order to a Receiving | |||||||||||||||
Creating a Receiving | |||||||||||||||
Receiving | |||||||||||||||
Find a Receiving | |||||||||||||||
Printing Labels for receiving of shipments for use with barcode scanners | |||||||||||||||
Assigning Serial Numbers and Received Inventory on a Receiving | |||||||||||||||
Printing Inventory Tags with Continuous Tag Format | |||||||||||||||
Scan Organizer | |||||||||||||||
How to use Scanning Software | |||||||||||||||
Scan Organizer | |||||||||||||||
Invoices | |||||||||||||||
Posting a Receiving to a Purchase Invoice | |||||||||||||||
Entering Vendor Invoice Number, Invoiced Date, Terms, and Financed By or Finalize the Invoice | |||||||||||||||
How to Split Expenses on a Expense Invoice |
|
|||||||||||
Inventory |
|||||||||||
Current Inventory | |||||||||||
View Current Serialized Inventory | |||||||||||
View Current Inventory in Summary Format | |||||||||||
Inventory Setup Cards | |||||||||||
Creating a new Model Number | |||||||||||
How WhirlWind Posts Customer Orders, Purchase Orders with General Ledger Numbers | |||||||||||
Inventory Tools | |||||||||||
Changing Cost with Current Inventory | |||||||||||
Adjust Inventory | |||||||||||
Transfer Inventory Requests | |||||||||||
Transfer Inventory | |||||||||||
Physical Inventory | |||||||||||
Physical Inventory | |||||||||||
Comparing Scanned against Current Inventory | |||||||||||
|
|
General Information |
||||||
In-House I-Mail System | ||||||
Transaction Tracker | ||||||
See What's New | ||||||
View Employee's currently Punched in | ||||||
Record Selectors on Grids | ||||||
Change a Customer Sold To Information on Open and Invoiced Customer Documents | ||||||
|
Setups |
|||||||||
Company | |||||||||
Locations
|