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CFC-001-1.0-EN ERP Basic Implementation

ERP General User Guide [ ERP 用户指南 ]
- Login & Security: IOS Mobile Login & Add to Home Screen 苹果手机登录 & 添加应用到手机
- Add New User & Create Employee【添加用户与创建员工】
- Setup Company Logo, Address & Currency 【设置公司信息与货币】
- 【如何重置密码】Forgot Password: How to Reset Password
Sales Module【销售模组】
- Introduction: Sales Module 【销售模组介绍】
- Product Setup 【添加产品】
- Create Quotation【创建报价单】
- Send quotation 【发送报价单】
- Create Pro-Forma Invoice【形式发票】
- How to Create Invoice【创建发票】
- Sales Reporting【销售分析报表】
- Company Identity: Setup Company Logo, Address & Currency (设置公司信息与货币)
Accounting Module【会计模块】
- Introduction: Accounting Module【会计模块介绍】
- Chart of Accounts【会计科目表】
- Journal Entries & Ledgers【会计分录&总账】
- Fiscal Year Setup【财政年度】
- Upload Bank Statement【上传银行账单】
- Bank Reconciliation【银行对账】
- Bank Statement PDF to Excel Spreadsheet【银行账单PDF格式转Excel格式】
- Taxes Setup【税务设置】
- Accounting Reporting【会计分析报表】
- Export customer invoice data
- Set up Paid Capital
- Balance Sheet
- Profit and Loss
Expense Module【报销模块】
- Introduction: Expense Module【报销模块介绍】
- Submit Claim Expense on PC【报销费用-电脑端】
- Check & Approval for Reimbursement (Boss)【报销审核与批准】
- Submit Claim Expense on Phone【报销费用-手机端】
Purchase Module【采购模块】
- Introduction: Purchase Module【采购模块介绍】
- Request for Quotation【采购询价单】
KnowSystem Module【知识库模块】
- Introduction: KnowSystem【知识库模块】
- Add KnowSystem Tag【添加标签】
Discuss Module【讨论模块】
- Introduction: Discuss Module
- Upload Attachment【上传文件】
- Introduction to Discuss【讨论模块介绍】
- Open a New Chat 【创建聊天】
- Open a New Chat
- Open a New Group
- Open a New Channel
- Inbox, Starred Message and History
Point of Sale【销售点模块】
- Introduction to Point of Sale
Employee Module
- Introduction to Employee
- Add new employee profile
- Edit/Update employee profile
- Assign Roles & Departments
- Check Assigned Task
- Leave Application & Approval
- Performance Evaluation
- Generate Employee Reports
eLearning Module
Website Module
Contacts Module
- Introduction to Contacts
- Add New Contact (Individual/Company)
Inventory Module
- Introduction to Inventory
- Track Attendance
- Edit & Update Contact Info
Project Module
- Introduction to Project
- Create and setting project
- How to Assign Partner
- Link Contact with Sales & Invoicing
- Add Notes & View History
Recruitment Module
- Introduction to Recruitment Module
- Create a Job Position with Department
- How Applications are Captured from Website Job Listings
- Application Screening and Candidate Tracking
- How to Generate Recruitment Reports and Insights
Events Module
- Introduction to Events Module
- Creating and Configuring New Events
- Tracking and Updating Event Progress
- How to Monitor Active Events and Close Completed Ones
Survey Module
- Introduction to Surveys Module
- Creating and Designing New Surveys
- How to Share Surveys with Employees, Customers, and Others
- Collecting and Managing Survey Responses
- Analyzing Survey Results and Generating Reports
Time Off Module
- Introduction to Time Off Module
- Configuring Types of Time Off and Holidays
- Configuring Accrual Plans
- Configuring Public Holidays
- Configuring Mandatory Holidays
- Time Off Request & Track your Status
- Time Off Allocation Request
- Using the Calendar View to See Team Availability
- Manage Employees Time Off
- Manage Employees Time Off Allocation
- Reporting Employees Time Off