Module Changes

Updated Module Layout

Modules have been reorganized and display as:

Home, Dashboard, Accounts (previously Customers), Sales, Operations, Accounting, Reports, SetUp, and Database.

Direct Pathways To Screens

• Double click on Accounts icon - open search screen

• Double click on Operations icon - open Dispatch

• Double click on Sales icon - open Sales Management

• Double click on Accounting icon - open Billing

Other Changes

The following terms when referencing customers, service locations and service points have been updated to:

• Customers (including the Customer module) will be referred to as Accounts.

• Service Locations will be referred to as Sites.

• Service Points will be referred to as Service Locations.

Addition of Keystroke Shortcuts

Windows

Alt+Shift+S = Customer Search
Alt+Shift+C = Create Account
Alt+Shift+O = Order Processing
Alt+Shift+M = Sales Management
Alt+Shift+B = Billing
Alt+Shift+D = Dispatch
Alt+Shift+Z = Back button

...

Ctrl+Shift+S = Customer Search
Ctrl+Shift+C = Create Account
Ctrl+Shift+O = Order Processing
Ctrl+Shift+M = Sales Management
Ctrl+Shift+B = Billing
Ctrl+Shift+D = Dispatch
Ctrl+Shift+Z = Back button

The Add Button

The Add Button has now been moved the the left side on these pages Customer Service, Billing, AR Payment Batch, AP Check Batch, and Manifest Consolidation.