by Alex Hamel | Aug 7, 2018 | Customers
Searching a customer You can search your customers by name or using the extended search functionnality described below on this page. You have to open the tab Customers and enter the partial name of the customer in the filed below and then click the magnifying glass to...
by Alex Hamel | Jul 3, 2018 | Customers
How to create a customer Adding a new customer Before adding a new customer, it is recommended to check if the customer already exist in the database. See Searching an existing customer. To add a new customer, you need to click the Customer icon here: Then you click...
by Alex Hamel | Jun 26, 2018 | Projects
Overview Introduction Projects are the core of the system, it manages quotes, but also all the follow-up reports related to a quote that becomes an order. Consequentely, it generates Purchase orders, Packing slips and Invoices too. Let’s take a look at the...
by Alex Hamel | Jun 7, 2018 | Configuration, Customers
Customer’s profile options You can configure several options per customer. Here’s a list of preset option you can define. You need to click Options in the upper menu to open the options. Define the matrix structure you want to apply for the commissions...
by Alex Hamel | May 26, 2018 | Projects
Add catalogs items Introduction Automator is using Project Matrix’s catalogs. That means we can install any of the 130 available catalogs provided on ProjectMatrix.com. If you’d like us to add a catalog, just send us a request. Let’s now see how we...
