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June 30, 2017
Sales Portal Product Guide published
The BusinessCraft Sales Portal is a web based version of specific BusinessCraft functions providing the ability to create and maintain Customers, Customer Contacts and Contracts in the early stages of a contract enquiry. It is good practice that the BusinessCraft Sales Portal uses a separate BusinessCraft dataset (often referred to as the Sales Database) for the records created so that the data is segregated from the live datasets but ensuring the structure is consistent with a standard BusinessCraft dataset. This provides the ability to use the Lead Conversion Process in the target BusinessCraft Live dataset to access the Customer, Customer Contact and Contract from the BusinessCraft Sales Database (the source) and create those records in the BusinessCraft Live dataset cross referencing the Contract records in both datasets.
Related Document: Sales Portal
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June 26, 2017
Job Information Product Guide published
Job Information is a module in BusinessCraft that allows data to be collected, organised and stored in a Question and Answer format. A wide variety of uses exist for this module. Some typical examples include:
- Residential Building Questions - for example Brick Type, Roof Material…
- Sales Centre Questions - for example How Many Visitors, Weather Conditions…
- Selection Criteria - for example Height, Width, Length…
- Questionnaires - for example Age Bracket, Buyer Type…
- Job Information
Job Information is typically used by building companies to replace documents like a colour selection schedule, finishes schedule or an electrical schedule. Some typical examples include:
- Component Library Translations based on Job Information Selections
- Pricing based on Job Information Selections
- Variations based on Job Information Selections
- Linking Job Information Selections to Cost Centres and Purchase Orders
- Job Information Templates to cater for specific projects
- Extensive Standard and User Definable Reporting
The goal of Job Information is to provide a user-friendly system and interface to gather all the required information to efficiently manage a project integrated to production estimating and/or purchasing functions.Used effectively, Job Information:
- minimises double entry and possible errors that can occur when transferring data from one source to another.
- can streamline data entry and present a positive and interactive way to engage with clients.
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June 05, 2017
Equipment Hire Product Guide published
Equipment Hire provides an integrated solution for Booking, Scheduling, Tracking and Invoicing equipment dry hired out to customers and is integrated with the following modules:
- Assets
- Job Costing
- Invoicing
Accounts Receivable Equipment Hire provides the following key features:
- Equipment Register
- Equipment Bookings
- Hire Agreements
- Schedule Display
- Hire Invoicing
- Hire Reporting
- Equipment Availability
- Optional User Defined Equipment Meter Readings
Related Document: Equipment Hire
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May 25, 2017
General Ledger Product Guide Update
The General Ledger Product Guide has been updated to include the process of posting journals to a Closed Year.
Related Document: General Ledger
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May 12, 2017
BusinessCraft Service Portal User Guide published
The BusinessCraft Service Portal allows authorised users to securely interact with the BusinessCraft Team to:
- Create, review, update and track progress of Service Requests for the user’s organisation.
- Search, review and provide feedback on Development Requests
- Search, review and provide feedback on Knowledgebase Articles.
- Update contact information.
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May 09, 2017
Email/SMS Product Guide published
The BusinessCraft Service contains an Email/SMS Plugin providing the following capabilities: Send email automatically using BusinessCraft Printer Templates via SMTP Send messages using the MessageNet Short Message Service (SMS) Send and receive messages and optionally forms using Whispir Send and receive documents using DocuSign.
Related Document: Email and SMS Plugin
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April 28, 2017
BusinessCraft Service Product Guide published
The BusinessCraft Service provides an extensible & flexible framework for automating a range of tasks including:
- Automated Sending of Emails (SMTP)
- Automated Sending of Text Messages (SMS)
The BusinessCraft Service also provides supported plugins that can be configured and executed on a periodic or scheduled basis. Available Plugins currently include:
- Connectors
- Scheduled Reports
- File Manager
Related Document: BusinessCraft Service
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April 27, 2017
Setting up and Using Printer Templates Process Guide published
The aim of this guide is to outline the nature of printer templates and how they can be used in BusinessCraft. The effects of various setups that need to be understood from an end user perspective to allow smooth and efficient output of information are explained.