Demonstrations and Guides
How safe is my data? Your data is safe and secure. No longer is it held on your laptop or in your office or over e-mails or discs to the accountant; it is stored on cloud servers. These servers are properly secured, encrypted and require secure authentication.Do we provide support? We provide 24/7 support either … Read More “Support Systems by diygalaxy.com” »
How To search Select your start and end date,type in your criteria i.e invoices,credit notes. Outline Monitor all your sales,orders,quotes all from one place.Be able to view invoices between a certain period,know the total value of all those invoices, sales in that period. Filter by Customer. Filter by Period
OutlinePrint and export data in multiple formats. Most features will allow your to easily print to pdf, image format, excel. Alternatively simply email the document to a customer or lead. Target Audience> Public Video Links> Not Applicable Steps to access options Printing, auditing Detail Emailing documents to clients Printing and exporting to multiple formats
Overview Document sharing is critical across branches/ nodes. Allowance for online collaboration on projects must enable better control across internal and external systems. Data is available from local computer setups or mobile devices. Online storage and syncing service availability. Encrypted access to files. Users may choose which files to share on the cloud and with … Read More “Overview by diygalaxy.com” »
How To Insert Your Logo. Click on the Pencil like Icon Browse the directory on your local computer where your logo is located. Wait a couple of minutes while your logo is uploaded. Click Apply and Close. Note:The Logo needs to be JPEG format and size is 160 x 160.
Creating a new inventory item is a simple process. Select your inventory type Type in an item name Type in your Item Cost Per unit Select your selling prices excluding taxes e.g VAT or Sales Tax.You can enter multiples prices depending on your item colour,size or range. Click Apply
Outline Newer releases allow for changing language elements. Simply update your profile settings and the system will convert pages elements into your home language as best it can. With support for over 50 languages there may be certain elements we’ve missed 🙂 Since countries head more towards Software as a Service (SaaS). We provide software … Read More “LinkTivate Multi-Lingual Interface Support by diygalaxy.com” »
Load your Basic Company information; Company Name – Trading Name Legal Name – Registered Business Name Account Contact information is for the person / individual who is in charge of the company’s accounts.His or Her contact information is required.But not mandatory. Add your Company’s Tax information on the next tab.You can choose what currency is … Read More “Getting Started:Company Details by diygalaxy.com” »
This document covers creating additional users and teams via the web portal. Carefully managing your users will allow better control over business processes. You may want to restrict access to certain information within the system. This is always a great idea when dealing with multiple users. > Click the hammer icon on the “main menu”> … Read More “Creating Teams and Users by diygalaxy.com” »
Outline Within the sell screen, you will see your quick keys to the left of the screen. You can switch between different transaction types. Check System levels on different stock items. Detail Create new transcations like quotes,sales orders,purchase orders all from one Sell Screen.Transcations can be linked to one another using our document linking feature. … Read More “Getting Started – Selling by diygalaxy.com” »
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