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

Mac / Linux

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

Add (Menu) Option

The Add button ('+' icon) has been relocated to the left side of the following screens:

• Customer Service

• Billing

• AR Payment Batch

• AP Check Batch

• Manifest Consolidation