Setup and Configuration

Cloud Server

• Install and configure

• Install Winflector on client machines

Master Data / General

• My Company

• Entities

• Customers

• Suppliers

• Staff / Users

• Finished Goods Products / Services

• Work Processes

Templates

• Email HTML

• Masthead

• Standard Templates: Quotation, Order Confirmation, etc.

Accounting

• VAT Types, VAT Period, Credit Terms, Financial Year-End, Currencies

• Chart of Accounts

• Transaction Types

• Bank Import

• Accounting Take-on (Trial Balance = Debtors + Creditors)

Estimating

• Cost Centres

• Materials

• Services

• Costings

• Estimate Types

Order Management

• Point of Sale

• Quotations

• Sales Orders

• Delivery Notes

• Invoicing

Production

• Work Orders

• Planning Board

• Tracker / Timekeeping

Purchasing & Inventory

• Inventory Locations

• Opening Stock Check

• Inventory Settings on Transactions

• Transfer Orders

• Inventory Costing Model

• Import/Capture Inventory Take-on

Customer Service

• Assets

• Meter Data

• CSM Module

Sales

• Setup CRM

• Pricing / Price Lists