Welcome
Welcome
Use this manual to find guidance for your work in Sales, Purchasing, Warehouse, Projects Management, Financial, and related areas of the platform.
If you need help, use the following escalation path:
- Search this manual for the task, status, or record type you are working with.
- Review the Help & Troubleshooting pages for common issues and resolution steps.
- Consult the guide for your work area, such as Sales, Purchasing, Warehouse, Projects Management, or Financial.
- Contact your administrator or support contact if you still need assistance.
Before reporting a problem, gather the following information:
- The page where the issue occurred.
- The relevant record, such as an Offer, Order, RFQ, project, payment, or stock item.
- What you expected to happen.
- What happened instead.
- Any displayed error text.
- The status of the record, for example Draft, Awaiting Approval, Approved, Ordered, Delivered, Due, or Paid.
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