Spiralsoft Enterprise

ELITE Installation 1

• Elite Installation: .NET Framework Error

ELITE Customer Payment Unallocations & Reversals 2

• Correcting a Cash or Card Payment on a Customer's Account
• Correcting an Incorrectly Loaded EFT or BOF Payment

ELITE Customer Catalog 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?

ELITE Customer Payments 3

• How do I view a customer payment history?
• How do I post a customer lumpsum payment?
• Processing Customer Cash, card, EFT and Debit Order Payments in the CUSTOMER PAYMENTS screen.

ELITE Document Reprint 2

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

ELITE E-mail Statements 4

• How can I send customer statements directly from Elite?
• 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?

ELITE Month-End Procedures 3

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

ELITE Point of Sale 11

• How can I create a Point of Sale document (Invoice, Pro Forma, Quote, Job Card, Refund, Sales Order and Consignment Note)
• How can I save a document in point of sale, on another user or person's behalf?
• How can I search for a product in Point of Sale?
• How do I change the customer's details on an invoice/ proforma/ quote/ jobcard/ sales order/ consignment note / refund or credit note that was previously saved?
• How do I change the customer's details on an invoice/ proforma/ quote/ jobcard/ sales order/ consignment note / refund or credit note that has not been saved (a document I am busy creating)?

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ELITE Sales Day-End 4

• 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?

ELITE System Options 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?

ELITE All Reports 21

• How can I see all the reports that are available?
• How do I use a report?
• What reports are available?
• Report 101 - Sales by Salesperson
• Report 102 - Sales by Floor Salesperson

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