PeacockMediaQuickstart guides for Organise
The full manual for Organise is here but if you can't be bothered with that and want me to show you very quickly how to get started...
Videos on this page:
- How to manage an online / mail-order business using Organise
- How to make a sale using Organise's checkout (EPOS) interface
- How to generate an estimate and invoice for a 'time and materials' business
How to manage an online / mail-order business using Organise
The video below shows how - in less than 90 seconds - you can log the details of the customer & order and print out the invoice / delivery note, following these steps:
- Create a new order and give it a title
- Link the contact if they exist already, or if not, create a new one
- Select the items ordered from your inventory (created earlier)
- Fill in the financial details
- Generate the invoice / delivery note
It also shows how you can check the order history and items purchased for a given customer, and check the total sales for a given period.
How to make a sale using Organise's checkout (EPOS) interface
The video below shows how you can log the details of the sale following these steps:
- Optional: link the contact if they exist already, or if not, create a new one
- Select the items purchased from your inventory (created earlier)
- calculate the total, receive the cash and give change
- Generate the invoice / receipt
How to generate an estimate and invoice
The video below shows how you can generate an Estimate and Invoice for a 'time and materials' business following these steps:
- First set up a 'Task' called 'Labour (per hour)'
- Next set up an 'Item' for each chargeable material. (You can add your time and materials adhoc to your order, but this way is quicker in the long run)
- All set up. Create a new Order (You can call this a 'Job' or whatever you like. Change the name in Prefs)
- Create a new contact or choose an existing one
- Select your 'labour' item and materials to be used (You can set fractions or multiples of an hour)
- Calculate the total and generate the estimate (Print and / or save as pdf)
- Got the job! Convert to an Order
- Generate the invoice when appropriate (and mark as sent)
- And generate the invoice when appropriate
- Later - easily see who hasn't yet paid