Sage Software Welding System MAS 500 사용자 매뉴얼

차례

• Product Overview

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• Availability

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• Compatibility

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• Features Overview

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  • Consistent Customer Record

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    • Adding ERP Customers from CRM

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    • CRM Accounts to ERP Customers Link

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    • Relating CRM and ERP Contacts

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    • Address Maintenance

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  • Create Invoices from CRM Service Contracts

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  • Accurate Product Information

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    • Relating CRM Products to ERP Items

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    • Adding ERP Items

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    • Product Inventory

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  • Generate Orders from CRM Opportunities

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• Setup and Configuration

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  • ERP Login Parameters

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  • Setup Wizard

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    • Setup ERP Selection

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    • Select ERP Instance

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    • Default Values for ERP Customers – Customer Templates

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    • ERP Customer Template Maintenance

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    • Assign CRM Users to a ERP Customer Template

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    • Default Values for ERP Contacts – Contact Templates

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    • Default Values for ERP Address – Address Templates

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    • Default Values for ERP Sales Orders – Sales Order Templates

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    • Default Values for ERP Invoices – Invoice Templates

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  • CRM to ERP Field Mapping

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    • Selecting a Template

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    • Defining the Field Mapping

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    • Field Mapping Functions

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    • Field Mapping Conditions

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    • Reviewing Field Mapping

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  • ERP Data Query Wizard

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    • ERP System Views

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    • Mapped Queries

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    • Ad Hoc Queries

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  • Sites / Warehouses

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  • Products / Items

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• Features and Comparison to Sage DynaLink

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• Frequently Asked Questions

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