Knowledgebase - SIX ERP Help

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SIX Introduction

Icons and Helpers

Customizing Tables and Lists

Client Management

Creating a new Client

Navigating Clients Records

Viewing a Clients Record

Editing a clients record

Filtering and Searching

Deleting a client

Sales Management

Creating a Proposal

Creating an Estimate / Proforma

Managing Opportunities

Advanced Proposal Layout

Advanced Proposal Management

Working with Sales Pipelines

Human Resources

Introduction to HR

Adding Staff Members

Employment Contracts

Onboarding Staff

Financial Management

Creating an Invoice

Managing Invoice Payments

Managing Recurring Invoices

Expense Management

Creating a Credit Note

Client Contracts

Accounting

Introduction to Accounting

Manage Bank Accounts

Manage Transactions

Manage Journal Entries

Internal Fund Transfer

Reconcile Accounts

Purchase Management

Introduction to Purchasing

Maintaining Vendors

Creating a Purchase Request

Managing Vendor Quotations

Creating a Purchase Order

Managing Order Returns

Warehouse & Inventory

Introduction to Warehousing

Managing Products / Items

Receiving Items

Exporting Items

Creating a Packing List

Managing Internal Deliveries

Marketing Automation

Introduction to Marketing

Marketing Automation A-Z

Segments Explained

Components - Part 1 Assets

Components - Part 2 Forms

Campaigns Explained

Manufacturing

Introduction to Manufacturing

Project Management

Introduction to PM

Asset Management

Intro to Asset Management