ExpertConsultant Users Guide
EC comes with
an extensive owners manual, covering all aspects of using ExpertConsultant.
Each section is complete with screen shots (pictures) of relevant
sections. The demo copy includes a text version of the users
guide without images. This guide is subject to change without
notice and the example given may not exactly match the guide received.
The guide is always more complete than our example here.
The table of contents is listed below:
Table of Contents
- EXPERT CONSULTANT
EXPERT CONSULTANT, ABOUT THE HELP GUIDE
NECESSARY AND RECOMMENDED HARDWARE
INSTALLING EC
LAUNCHING EXPERT CONSULTANT
SETUP OF EXPERT CONSULTANT
Setup: Company Information.
Setup: Billing and File Information.
Starting EC for the first time.
IMPORTING DATA
USING EXPERT CONSULTANT
NAVIGATOR BARS AND GETTING AROUND
CLIENTS, THE CUSTOMER MANAGER
- Customer Inventory
Invoice History
Messages
Notes
Rates
Support Info
Adding or Editing the Clients file.
- PURCHASE, THE EXPENSE AND PURCHASE ORDER MANAGER
Creating and Entering a New Purchase:
Purchase Quicklist
Printing a Purchase
BILLING, THE BILLING INVOICE FILE.
Editing an existing invoice or creating a New invoice.
Quotes.
VENDOR, THE SUPPLIER MANAGER
Notes
Messages
Purchases
Internet
Shipping
Telephone List
PRODUCT, THE MATERIAL GOODS MANAGER
Lists
Entering New Products
MESSAGE, THE CONTACT MANAGER
The Letter template.
Label templates
LEARNING LOG, THE TROUBLESHOOTING REFERENCE FILE
TIMECARD, THE EMPLOYEE PAYCHECK TRACKING FILE
EMPLOYEE, THE STAFF INFORMATION FILE
POC, THE POINT OF CONTACT FILE
TROUBLE-SHOOTING AND FAQS (FREQUENTLY ASKED QUESTIONS)
VERSION HISTORY:
CONTACTING US:
Current Pricing
GLOSSARY
LEGAL STUFF. THIS IS IMPORTANT FINE PRINT!
License
[ Cost |
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