How does information flow between modules so I do not type it twice
How does information flow between modules so I do not type it twice. You enter data once and each step builds on the previous one:
The steps, written out
- Customer and contacts are created once and reused everywhere.
- A quote is built from the item catalogue and the customer's price list.
- When the quote is Accepted, Convert it to create the job and its rental agreement with the agreed rates.
- Dispatch schedules delivery and return tickets for the job; the yard picks and ships from them.
- Invoices are produced from the agreement and the tickets (nightly billing or manually), and payments are applied to them.
- The customer sees quotes, agreements, jobs, invoices and documents in the portal, and every message sent along the way is kept in the Outbox.
Tip
Everything is recorded in the Audit log.