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SapphireOne - Knowledge Base

Knowledge Base

Sales

Data Entry

6

Quote Client Invoice
Order Client Invoice
Sales Client Invoice
Sales Client Credit
Sales Money Receipt
Sales Money Payment

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Inquiry

5

Transactions
Transaction Lines
Salespeople
Clients
Periodic Invoice

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Process

4

Back Orders
Delivery
Reschedule
Post Sales Transactions

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Report

5

Transactions Report
Orders Report
Invoices Report
Show Reports
Dashboards

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Accounts
- Receivables
  - Data Entry
  - Inquiry
  - Process
  - Report
- Payables
  - Data Entry
  - Inquiry
  - Process
    - Post Payables Transactions
    - Payments
  - Report
- General Ledger
- History
  - Inquiry
Inventory
- Sales
  - Data Entry
  - Inquiry
  - Process
  - Report
- Purchases
  - Data Entry
  - Inquiry
  - Process
  - Report
- Inventory
- Manager
  - Inquiry
- Point of Sale
  - Data Entry
    - Till Client Invoice
    - Hire Client Invoice
  - Inquiry
  - Process
  - Report
    - Show Reports
    - Dashboards
- History
  - Inquiry
    - Transactions
    - Sales Lines
  - POS
    - POS Reconciliations
Job Projects
- Costs
  - Data Entry
  - Inquiry
    - Purchase Transactions
    - Vendor
  - Process
    - Arrivals
    - Post Costs Transactions
  - Report
- Resources
  - Data Entry
  - Inquiry
  - Process
    - Post Resources Transactions
  - Report
    - Details Report
    - Transactions Report
- Inventory
  - Data Entry
    - Inventory Allocation Journal
  - Inquiry
  - Process
    - Post Inventory Transactions
  - Report
- Job Projects
  - Data Entry
    - Job Project Client Invoice
    - Job Project Client Credit
  - Inquiry
  - Process
    - Post Job Projects Transactions
  - Report
- History
  - Inquiry
    - Time Sheets
    - Time Lines
Assets
- Assets
- History
  - Inquiry
    - Asset Transactions
    - Asset Audit Lines
Payroll/HR
- Payroll
  - Inquiry
    - Standing Transactions
    - Working Transactions
  - Process
- Reports
- Administration
  - Inquiry
  - Report
    - Employee Report
    - Allowance - Deduction Report
- Roster
  - Process
    - Scheduler
- History
Management
Utilities
- Controls
  - Inquiry
  - Default Settings
  - Report Settings
    - Sapphire Custom Reports
    - Direct Print Layout
- Utilities
  - Sapphire Functions
  - Sapphire Tools...
Workbook
- General
  - Data Entry
    - Leave Request
  - Inquiry
Web Pack
- Web Pack Overview
- Inquiry Menu
- Data Entry Menu
- POS Menu
- Market Menu
- Report Menu
  - Sales
  - Purchases
Navigation
- Sapphire Palettes
- System Navigation
  - Wild Card Searching
  - Custom Inquiry
- Toolbars
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  - Options Menu Main Toolbar
- Options Menu
- File Menu
Procedures
- Bondi Blue
- Email Procedures
  - Email Setup and Procedures in SapphireOne
Sapphire Tools
API Gateway
- Summary and Usage
  - Summary & Usage of Gateway II
- Data Formatting
  - API Gateway
Technical Notes
- SapphireOne File Station
Release Notes
Tutorials
- Creating New Inventory
- Create A Point of Sale Transaction

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