Részletes keresés
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1.
Basics
What is CO3?
Requirements
Structure of the system
General functions
Help and assistance
Company group management
2.
Users and settings
Account settings
Backups
Plan management and payment
Creating a new user
Users rights
User groups
Forgotten password
Deleting, inactivating users
Event log
Security settings
3.
Dashboard
Basics
To-dos
Financial overview
Invoices
„What’s up?” section
Partners' deals
System news
Diagrams
4.
Calendar
Basics
Creating a new calendar entry
Detailed agenda
Event details and editing them
Filtering in the Calendar
Synchronization
5.
CRM
Basics
Listing contacts or companies
Contact’s form
Creating a new partner
Merging partners
Customization, settings
Partner search
Action bar functions
Bulk partner upload
Sales funnel
6.
To-dos
Making a new to-do list
Saving tasks
Handing out tasks
Expired task
Closing a task
Sorting and filtering
Deleting
Tasks linked to Contacts
7.
Projects
Basics
Project views
Markings
Create a new project
Create subproject
Overview
Datasheet
Files
Discussion
Financial sheet
Related to-do list
Project module’s settings
8.
Files
Basics
File upload
Registering
Sorting files
Category filtering
Storage
9.
Finances
Basics
Settings
Queries
Invoice list
Managing incoming invoices
Statuses of an incoming invoice
Record incoming invoice
Statuses of an incoming invoice
Outgoing invoices
Record invoice's data
Recording item's lines
Save invoice
Invoice preview
Proforma invoice
Creating advance and final invoices
Managing retention and guarantees
Finalization and printing
Number of copies
NAV Online Invoice System - data service
Save invoice
Issuing certified electronic invoice
Issuing electronic invoies without certification
Amending invoice
Cancellation
Balance management
Debt management
Banking relationships
Cost or profit centers
VAT report
Commission calculation
Automatic, periodic billing
Provision of tax audit data
Petty cash
Cash-desk opening
Cash-in
Cash-out
Cash-desk closing
Settings
Rights
Provision of tax audit data
10.
Products and stock
Basics
Products
Adding a new product
Bulk product upload
Printing barcodes
Selecting or creating a warehouse
Viewing a warehouse
Take in
Take back
Decommissioning
Moving between warehouses
Create a delivery note
List of delivery notes
Creating a completion statement (CS)
List of delivery notes
Sales orders
Purchase orders
List of receipts
Production/Disassembly
Production
Disassembly
Reports
Inventory
Settings
11.
Worktime
Basics
Recording working time in the Worktime module
Recording worktime in the CRM and Project modules
Filling in the Log time form
Approval and revoke approval
Time off
Reports
Views and "Filter by Users"
Settings
Daily working hours and hourly wages of users
12.
Email
Basics
General settings
Server settings
Screen settings
Smart email handling
Email management
Writing an email
Answering an email
Folders
13.
Addons
Addons
14.
API
Overview
Error handling
Authentication
CRM
Finance
Products & inventory
15.
Mobile application
How to install CO3 on your phone?
Technology overview
Clear History
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Chapter 15
Mobile application