Create custom messages for all your transaction documents.
>>Detail These custom messages can include your business terms.i.e 50% Deposit Required,Quotes are valid for a period of 7 days etc.Custom messages allow you and your customers to trade effectively.You can include your banking details to make doing business with you easy for your customers.In some regions you are required by law to include your terms of service in your transactional documents.
This article will tell you how to create a campaign.Your marketing department works hand in hand with your a sales department is to come up with a marketing campaigns.The purpose of a marketing campaign is to develop leads for the sales department. Leads that are generated are associated with a certain campaign and they can be tracked in the future to see how successful the marketing effort was. Creating Campaigns >>Details There are a number of steps to creating a campaign effectively.
Creating a Campaign
Select your Campaign Reference,Status and Type of Campaign and the Frequency of the campaign.This can always be changed at a later date by editing it to change the frequency by extending the campaign period.
Targets and Goals of Your Campaign
Fill in your description and the objective of your campaign.What are the goals and targets of your campaign? What do you intend to achieve in the period in which your campaign will run?
Budgeting
Input your targeted impressions,your budget,the actual cost,your expected cost and expected revenue in the period.Assign the campaign to a campaign manager / team leader.
Promotions Promotions help you to increase and loyalize your customer base.Your clients and customers become more willing to purchase from you during this periods,increasing revenue and sales.It also builds brand loyalty.
>>Details
Creating a promotion entails you filling in out the basic information in relation to your promotion in the different tabs.
General Tab
Enter the frequency, the type of promotion method,the period which the promotion will run as well as the start date and end date of the promotion.
Description Tab
Projecting your costs and budget is key to having a successful promotion.
A warehouse or store might be a different physical location where you have inventory kept or it might be a supplier warehouse in the case of drop shipping.Your business needs to be able to know the availability of stock at this different locations,allowing you to track inventory at any given time meet the demand for present orders and back orders.
This is a powerful tool that allows you to manage inventory items across multiple locations,warehouses,stores,branches.
Using our Warehouse Transfers feature you can move goods / products between your different warehouses seamlessly.
Perform stock take on all your inventory holdings at all your warehouses ,monitor stock levels for convenient identification of stock items.
Splitting payments from one customer across multiple invoices.Making balancing the books must easier and posting payments on the customers account.
Splitting Payments
Making payments to a customer has never been easier,you can select the invoice which to allocate the payment to,the amount and the date the payment was made,the type of payment (Cash,Money Order,Bank deposit etc).
You can view your Customer History straight from the payments window.Ensure you allocated the amounts to the right invoices etc.
Outline This article will help you get started when you are logging in.First thing first you will receive your logging credentials by email.
Your username /email address and password combination will be used to log into the portal.
Logging in Screen
You will now be able to access all of our features available on our dashboard.If you are new to all of this we would suggest you read up on our Quick Start.Our Quick start should help you come to grips with all the basics you need to know in order to successful navigate our system as well as use it efficiently and effectively.
First thing first you will need to fill in your Company Details.Here you can enter all the related compnay information like Company Registration Numbers,Your Tax Numbers,Your VAT numbers,select you tax rate,your region and your banking details.
You will be able to find everything that you need on our dashboard,How to Sell , Creating Stock items ,Making payments .All in one place, we have tried to make everything easily accessible to further increase your experience.
If you are looking to manage your customers,add contact details,banking information,attach documents or add other detailed information you will find this article particularly useful Customer Centre.Our customer management facilities allow you to be able to track and monitor your customers buying,paying habits thus enabling you to reward loyal and good customers.
You can use our CRM Feature to enable you to achieve this goal as well as use our summarised and detailed Reports
Our Detailed and Summarised Reports allow you to be able to have a foothold on what's going on in your business.What items to stock,who are your best sales people,getting customer statements all within your grasp.
Customer Listing
View your inventory listing,check stock levels,check stock movements.
Inventory Listing
View detailed or summarized customer and supplier statements
Customer Statements Summarized
Customer Statements Detailed
Have a quick glance at your business from our dashboard.
The CRM module allows for more than one layout to be printed. Its supports multiple different layouts and copies of that layout when an incident is posted.
For instance, your company may want a limited internal version printed so tools, stock etc can be dispatched. The technician or sales person could have another layout with more information.
These layouts will appear the instance the call is logged
Additional related options are also listed on the right pane.
For instance, you may want to invoice out the customer after logging the call.
The invoice will then relate the incident automatically for reporting purposes
Additionally, you may want to simply log another incident
You can just as easily email a layout to clients
Various formats including pdf are available
Image formats allow the client to view the incident without any special software installed
This is a sample layout which can be printed or exported to PDFs, Microsoft Excel etc.
These layouts are changeable by the "Stationery Layouts" Feature
Charting Simple easy to understand charting features
Security Managing your users will allow better control over business processes. You may want to restrict access to certain information within the system. Read more...
Easy Does It
Access to information has never been easier from quick drills, enhanced right clicking to common dashboards.Central business centers built from common customer requests and production floor experience.
You'll find everything faster and a breeze to navigate.
Feature Packed
Our applications provide tons of features centered around various business models.
We continuesly work on customer requests sent to our support guys. Provided the feature will enhance our apps and help out fellow businesses then it is probable your request will surface in the next update.
Multilingual
Closer to home.
Users can customize the system with a language, currency and tax setting of their choice. Each changeable at any point in time.
Customer Relationship Management (CRM)
Created high detailed logs from communication with customers, supplies etc.
Market, track and measure campaigns over multiple channels, such as email, search, social media, telephone and direct mail. Read more...
Linktivate Memory Cleaner force applications out of physical memory and reduce the size of running processes' working sets, to a minimum. Real-time free memory indicator included. Real-time current memory details of your system are available anytime.
Linktivate Memory Optimizer will optimize your computer's memory on demand, as often as you like. You won't even have to close any programs.
This program's interface is very simple and neat. It graphs your system's memory on a pie chart so you know how much memory you're using and how much free memory you have.
As long as the application is open, you can tell the program to optimize your memory when it reaches critical levels
Another great tool available to our customers leveraging Infrastructure as a Service (IaaS) services via our partners alongside Platform as a Service (PaaS) and Software as a Service (SaaS). More tools designed to benefit our partners are in development.
Linktivate's Microsoft Sql Server Backup tool automatically or manually backups up your databases for you locally or remotelly. It saves you time and money. MS SQL Server Automatic Backup software runs scheduled backups.It performs full database backups of SQL Server or SQL Server Express databases (any version), runs file/folder backup, zips , stores them on a local or network location.It can also backup remote/hosted databases. The interface is easy to use,you just need to select the database you want to backup,set the scheduled date or time when the backup needs to run daily,weekly. Another great tool available to our customers leveraging Infrastructure as a Service (IaaS) services via our partners alongside Platform as a Service (PaaS) and Software as a Service (SaaS). More tools designed to benefit our partners are in development.
Access to data is critical for certain e-commerce processes to operate at maximum efficiency. Data needs to be available immediately as companies process orders, update details for their client base amongst other tasks.
We provide :
A secure web service needed to access stock levels, histories and other transactions
A basic API for dotNet applications
A built-in CMS system for users without programming knowledge
A built-in blogging system
Processes are in place to allow you to easily import and export certain data
Since our system is completely web based, access to data is always immediate
Data hungry websites can easily be isolated if needed
Tools are in place to support and drive your ecommerce website
The system supports a light weight employee management application. The plugins provides minimal payroll support. This feature will be further enhanced over time. Currently the system provides a generic way of processing payroll tasks unlike systems that are specifically built for certain countries.
A company's chart of accounts is the most important part of any accounting system. Revenues, operating expenses perform various functions such as producing, selling, administrative, financing and/or by company divisions, product lines.
Determining your chart of accounts may depend on your company's size. Larger companies will need more accounts with multiple breakdowns which may be too complex and unnecessary for smaller companies. Our system supports a default set of accounts which can be easily modified based on your requirements.
Chart of Accounts
A sample view of entries made automatically by the system
