How to change the Sales Tax within a Project
To change the tax for the project, you must update it in the customer record here: Customer (Open the customer record) → Options → Customer Tax System (Select the appropriate tax)..It is also possible to assign a specific tax to one of the customer’s addresses. For...
How to make payments on commisions earned
Introduction to payments on commissions In Automator, in order to apply a payment to pay commissions earned, you need to under the tab Administration, then icon Payment.From this screen, click the glass icon to show all the salespersons of your organization, and you...
How to configure admin fees
Admin fees In Automator, you can configure admin fees to be calculated automatically based on a percentage defined. By default, it is calculated on the cost of the items but it can also be set on the selling price, you need to contact our support team to have this...
How to make payments on invoices
Introduction to payments In Automator, in order to apply a payment, you need to open an invoice. Invoices can be found within the Project itself or directly from the home menu.From the list of invoices, you can double-click one to open it. Once opened, you have to...
How to create a rental Project with recurring invoices
Introduction In automator, in order to create a rental recurring Project, you need the following:(you will see details for each requirement below) A product called "Rental" or "Location" (note it can be labelled the way you want) A Project that contains the Product...
Creating Project Revision
introduction Sometimes in automator you need to revise projects because there are changes By doing this not only you will have a new copy my also preserve the old one in case you want to come back You just have to click here to create a new revision and keep the old...
Create custom item
Introduction Automator is using Project Matrix’s catalogs. But sometimes the desired items will not be included in a catalog provided by them. In this case you will have to created them. First you will have to click on the ”Product Code” column to open the...
Convert the catalog to archive and use the old
Introduction In automator it is possible to use not only the current catalog but also the old ones. To do this we have the "Project Notify" application which allows to manage all the catalogs Open project notify 2. Select the ones you want to convert...
Credit Item or Amount with or without Inventory Adjustment
There are several possibilities depending on what you want to do. There is 3 options described below. Option 1 : The customer doesn’t want the product anymore. You want to receive this item and credit it. You need to create a shipment, but with a negative quantity....
Uncompleted Project Report
Similar to the Commission’s Report, but also gives you information on items not invoiced for projects having had at least one invoice to date. So, partially invoiced projects.