SWIFT.NG TRAINING SESSION
Introduction
Session 1 - Registration
Session 2 -Account setup
Session 3 - Inventory
Session 3.1 - Products
Session 3.2 - Sell
Session 3.3 - Customers.
Session 3.4 Vendors
Session 3.5 - Invoices
Session 4 - Accounting
Session 5 - HR
Session 5.1- Settings
Session 5.2 - Team
Session 5.3 - Tasks
Session 5.4 - Weekly Report
Session 5.5 - Excel Upload
Session 5.6 - Processes
Session 6 - Special Modules
Session 6.1- Documents
Session 6.2 - Properties
Session 6.3 - Case Management
Session 6.4 - Accomodation
Session 7 - Projects
Sesson 5.7- Payroll
Season 6.5- Assets
Session 7.5 - i-mail
Section 7.6 Notification
section 7.7 My task
CRM
Session 3.5 - Invoices
The Invoices sub-module allows you to view all your customer invoices as well as carry out payments or supplies on already created invoice.
Note: The 'S' and 'P' at the end of the invoice row simply means supplied and paid respectively.
when the 'S' is coloured red it means the items on the invoice have not yet been supplied, when it is coloured green it means the items have been supplied. This same rule applies for the letter 'P'.
Pay for an Invoice: The following steps apply to paying for an invoice;
- Logon to www.swift.ng.
- Click on 'Inventory'.
- Click on 'Customers'.
- Click on 'Invoices'.
- Search for the invoice and click on the Ref.No of the invoice.
- Fill all fields appropriately as shown on in the 'Sell' sub-module then click on 'ok'.
To Supply items on an Invoice: The following steps apply to supplying of items on an invoice.
- Logon to www.swift.ng.
- Click on 'Inventory'.
- Click on 'Customers'.
- Click on 'Invoices'.
- Search for the invoice and click on the Ref.No of the invoice.
- Click on the 'Paid Not Supplied' button at the top of the page, this will automatically supply the items.
Note:
Activity