Spiralsoft Enterprise

Access Control - Advantage Back-Office 9

• How do I create a new role in access control?
• How do I find / search a role in Access Control?
• How do I add users to a role in Access Control?
• How do I grant access to applications / modules / screens for a role in Access Control?
• How do I know what access a role in Access Control has?

View all 9

Consignment Receipts - Advantage Back-office 2

• Guide on how to Receive and Sell Consignment Stock from a Supplier.
• How do I bring consignment stock into the system?

Customer Catalog - Advantage Back-Office 4

• How do I create a new customer account?
• How do I search for a customer?
• How do I add/ amend customer details?
• How do I link a customer to a Cost+Plus Billing category?

Customer Consignment - Advantage Back-Office 1

• How do I return stock on a Consignment note?

Customer Payments - Advantage Back-Office 2

• How do I view a customer payment history?
• How do I post a customer lumpsum payment?

Document Reprint - Advantage Back-Office 2

• How do I reprint a selected customer document?
• How do I reprint all customers documents?

E-mail and SMS Marketing - Advantage Back-office 2

• How to send a mass/ bulk e-mail or SMS to all customers?
• How to export a list with the customers' names, contact e-mails and cellphone numbers?

E-mail Statements - Advantage Back-Office 4

• How can I send customer statements directly from Back-office?
• How do I add banking details to customer statements?
• What is a quick way to attach statement transactions when sending customer statements?
• How can I change the look of my customer statements?

General 4

• How do I login on the Spiralsoft website?
• What is the difference between the Cashier and the Salesperson?
• Where or how do I buy SMS credits to use in Spiralsoft Advantage?
• How do I change the date and time on my PC?

General Journals - Advantage Back-office 1

• How do I process a General Journal?

General Ledger - Advantage Back-Office 2

• How do I add a new General Ledger account?
• How do I search for a General Ledger account?

Lookup Editor - Advantage Back-office 6

• How do I add a salesperson / rep?
• How do I set up Cost+Plus Categories?
• How can I add or change customer statement message/s that is e-mailed with/ on their statements?
• How can I add or change SMS messages in my library?
• How do I set up Cost+Plus Groups?

View all 6

Month-End Procedures - Advantage Back-Office 3

• How do I do a Month-End procedure?
• How do I delete a Month-End?
• Where can I view deleted month-end procedures?

Point of Sale - Advantage Point of Sale 11

• How can I save a document in point of sale, on another user or person's behalf?
• How do I search for a customer in Point of Sale?
• How can I search for a product in Point of Sale?
• How can I create a Point of Sale document (Invoice, Pro Forma, Quote, Job Card, Refund, Sales Order and Consignment Note)
• How do I recall a previously saved document?

View all 11

Price Updates - Advantage Back-Office 2

• How do I complete a price update?
• Where can I find the price lists for the price updates?

Product Cardex - Advantage Back-Office 1

• How do I view Stock Movement?

Product Catalog - Advantage Back-Office 4

• How do I search for a product?
• How do I create a new product?
• How do I link a supplier to a product?
• How do I link a product to a Cost+Plus Billing group?

Purchase Orders - Advantage Back-Office 5

• How do I view and print outstanding orders?
• How do I select items to order on a purchase order?
• How do I adjust/remove items from select to order/shopping list?
• How do I edit a pending purchase order?
• How do I cancel a Purchase Order?

Sales Day-End - Advantage Back-Office 6

• How can I do a Sales Day-End?
• How to enable the "Delete Day-End" option/ button?
• How do I delete a Day-End?
• How do I enable/ activate the Cutoff Date and Cutoff Time to do a Day-end?
• How can I see which transactions are included in a Sales Day-end, before completing the day-end?

View all 6

Stock Adjustments - Advantage Back-Office 1

• How do I post Stock Adjustments?

Stock Receipts - Advantage Back-Office 3

• How do I view stock receipts and stock returns history?
• How do I receipt stock/ create a Goods Received Voucher ( GRV) from an existing Purchase Order?
• How do I receipt stock/ create a Goods Received Voucher ( GRV)?

Stock Take - Advantage Back-Office 3

• How do I print a stock take report?
• How do I do a Stock Take?
• How do I delete a stock take?

Stock Valuation - Advantage Back-office 1

• How do I create a stock valuation?

Suppliers Catalog - Advantage Back-Office 6

• How do I create a new supplier account?
• How do I search for a supplier?
• How do I add/ amend supplier details?
• How do I view a supplier account balance?
• How do I view products linked to a supplier?

View all 6

Supplier Invoices - Advantage Back-Office 3

• How do I view captured invoices and refunds on transaction history on a supplier account.
• How do I capture supplier invoices?
• How do I capture a supplier refund?

Supplier Payments - Advantage Back-office 5

• How do I select which supplier invoices I am paying?
• How do I capture a payment made to a supplier?
• How to search for a supplier in the Supplier Payments screen?
• How do I post a Supplier lumpsum payment?
• How do I allocate payments, refunds and journals to supplier invoice/s and/ or journal/s?

System Options - Advantage Back-Office 3

• How do I add/ change a message on an invoice/ ProForma Invoice/ Job Card/ Refund or Credit Note/ Sales Order/ Consignment Note?
• How do I prevent / disable users from saving a Proforma, Quote, Jobcard, Refund, Sales Order, Consignment Note or Account Payment in Point of Sale?
• How do I enable Cost + Plus Billing in Point-of-Sale?

User Catalog - Advantage Back-Office 8

• How do I add a new user?
• How do I create a new Point of Sale cashier user?
• How do I search for users?
• How do I add / change users details?
• How do I change my password?

View all 8

Unallocated Payments - Advantage Back-Office 1

• How do I allocate lumpsum / point of sale payments / refunds / journals to invoices?

Workstation Options - Advantage Back-office 1

• How do I setup the workstation (printer) settings in the system?

Year-End Procedures - Advantage Back-office 2

• How do I process a Year-End Procedure?
• How do I delete a Year-End Procedure?

Training - Spiralsoft Advantage 1

• Where can I find training / user manuals?

All Reports - Advantage Back-office 75

• Report 169 - Sales Performance with Sales Quantity
• Report 208 - Stock Adjustments Audit Trail
• Report 103 - Sales by Customer
• Report 117 - Export Sales
• Report 101 - Sales by Salesperson

View all 75

Company Catalog - Advantage Back-Office 1

• How do I change the Accounting Period?

Activations 1

• How can I check my PC's remaining activation days?

Logo 1

• How do I change my logo image to the correct size (for Invoices, Quotes, etc.)

System / Error / Warning Messages 2

• "Allocation amount could not be verified. The Customer unallocation failed."
• Message: The Reports printer has not been set for this workstation. Please select a Reports printer in the Workstation Options. The default printer (if available) will be used for this report.

Periodic Billing - Advantage Back-Office 1

• Periodic Billing Exported CSV file template

Cost + Plus Billing 1

• How do I link the Cost+Plus groups to the Cost+Plus Category?

Internet Cash Book - Advantage Back Office 1

• How can I setup my bank statement mapping?

Cost Adjustments - Advantage Back-Office 1

• How can I view multiple products at once, enter last, average, and standard costs for each, and save the changes to update all costs simultaneously?