Orion by Auxo

General / Maintenance 15

• [Orion] Global Search
• [Orion] How to customise email body for emailed statements?
• [Orion] Moving EFTPOS to manual
• IMPORTANT - Real cost of an hour
• [Orion] Mass update Labour rates

View all 15

Accounts 13

• PUTTING A CUSTOMER ON-HOLD
• Credit Matching
• [Orion] How to Query Orion Data
• [Orion] Bad Debts - how to identify, write off and write back
• [Orion] Finding Archived (historical) Reports

View all 13

Workshop 8

• Workshop FAQ
• [Orion] How to credit an invoice (Workshop)
• Setting up Non WOF/Service Reminders for Future Work
• [ORION] Editing Parts or Materials within a Workshop Job, Quote & Job Kit
• [Orion] Booking Diary

View all 8

Parts 12

• [ORION] POS Invoice Statuses
• [Orion] CipherLab - Setup Hosted Sites
• [Orion] CipherLab - Using on Hosted Sites
• [ORION] Viewing Stock Availability
• [Orion] Parts Back Orders

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Product Updates 11

• [Orion] Version 4.018 (July 2024)
• [Orion] Version 4.016 (November 2023)
• [Orion] Version 4.014 (February 2023)
• [Orion] Version 4.012 (July 2022)
• [Orion] 4.012 User Interface Improvements

View all 11

Covid 19 2

• COVID-19 Calculating Revenue for Covid Subsidies
• Processing the COVID-19 wage subsidy

Sales 2

• How to use Orion to stay on top of customer follow ups?
• How do I get RuralCo (or other) barcodes on my invoices?

General / Setup & Maintenance / FAQ 14

• [webWorkshop] Getting Started with Remote Workshop
• [webWorkshop] First time login
• [webWorkshop] System Requirements / Minimum Specs
• [webWorkshop] User Logins - Setup
• [webWorkshop] Workshop Setup

View all 14

Job Management - Diary, Jobs, Estimates, Vehicle & Customer Maintenance 20

• [webWorkshop] Diary & scheduler introduction
• [webWorkshop] Go Mobile with the Technician Mobile App
• [webWorkshop] Adding a new Job
• [webWorkshop] Maintain Vehicles
• [webWorkshop] Estimates

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Stock/Inventory Control & Purchase Orders 2

• [webWorkshop] Creating and Receiving Orders for a specific job
• [webWorkshop] Suggested Buy (Ordering)

Reports and Marketing 1

• [webWorkshop] Sending Follow-ups (Reminders)

Product Updates 7

• [webWorkshop] Version 2.1 (August 2024)
• [webWorkshop] Version 2.0 (January 2024)
• [webWorkshop] Version 1.9 (June 2023)
• [webWorkshop] Version 1.22.10.17 (October 2022)
• [webWorkshop] Version 1.22.05.04 (May 2022)

View all 7

General AddOn list 11

• [Orion] NZTA Data Feed
• AddOn #135 - Husqvarna Ordering
• AddOn#129 - 1 Setup - Orion Standard Extraction Engine (OSEE)
• AddOn#129 - 2 Automating - Orion Standard Extraction Engine (OSEE)
• AddOn#129 - 3 File Layouts - Orion Standard Extraction Engine (OSEE)

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Email and SMS - sending messages to your customers and employees 4

• [Orion] Sending Promotions/Marketing
• [ORION] How to Email Invoices to multiple Contacts (Email Addresses) within the same company
• Sending Bulk SMS messages
• Sending SMS messages to your Technicians

SmartCheck 1

• [Orion] - SmartCheck & eWOF Electronic Checksheets

eCommerce (Shopify) 4

• [Orion] eCommerce (Shopify) - User Guide
• [Orion] Addon # 138 Ecommerce Setup
• [Orion] Addon # 138 - Ecommerce, Orion to Shopify (Upload)
• [Orion] Addon # 138 - Ecommerce, Shopify to Orion - Sold parts

AddOn 87 - Business Intelligence 2

• Business Intelligence - General overview
• Business Intelligence user gude

General Info 21

• [SAM/Orion] Map a Network Drive & Create a Shortcut
• [SAM/Orion] Back up your data
• [SAM/ORION] Checks if my system is running slower than normal.
• [SAM] Sending an email to your customers
• [SAM/Orion] Operating Offline

View all 21

Admin 4

• [SAM/Orion] Financial Year End Checklist
• Processing the COVID-19 wage subsidy
• [SAM Orion] Financial Year End - Suggested Reports to print...
• [SAM] Changing ownership - New & Old Owner

Utilities 7

• [SAM] How to export a Customer List
• [SAM] How to change the Font Size
• [SAM] How to send a Bulk SMS
• [SAM] AFTERPAY - Setup
• [SAM] AFTERPAY - Processing

View all 7

Stock 10

• [SAM] How to mass delete Stock items via the "Stock File Cleanup" utility
• [SAM] How to modify the Last cost or Average cost of a stocked Item
• [SAM] How to insert a new purchase order
• [SAM] Stock Markup Control
• [SAM] Creating a Suggested Buy

View all 10

Labour 5

• [SAM] Technician Set-up
• [SAM] - Creating Labour Categories/Rates
• [SAM] IMPORTANT - Real cost of an hour
• [SAM] Time Clocking - set-up.
• [SAM] Mass update Labour rates

Maintenance 12

• [SAM] How to change/move a car Registration number.
• [SAM]How to Merge Vehicle
• [SAM] How to create and use a Kit
• [SAM] - How to create custom email body for emailed statements?
• Margins - How to check what you're making on each job

View all 12

Citrix 12

• [Citrix] How to archive/move data from CITRIX to a LOCAL Computer
• [Citrix] Using Citrix via Web Browser
• [Citrix] Citrix File Export – Using Citrix File Explorer
• [Citrix] Citrix Login - Password Change
• [Citrix] Log Off via Connection Centre

View all 12

Accounts 14

• [SAM] How to write off small Debtor balances
• [SAM] How to create a GST Only Invoice for Suppliers
• [SAM] Bad Debts - how to identify, write off and write back
• [SAM] Everything you need to know about Creditors/Suppliers
• [SAM] How to complete your daily banking

View all 14

Reports 2

• [SAM] GL Trial Balance Report
• [SAM] Follow-up/Reminders

Help 3

• [SAM] Updating SAM
• IT Ops - Support Coverage and SLAs
• [SAM] SAM Packages

Misc 3

• Converting from SAM to webSAM - Key Differences to be aware of
• How to choose between different versions of SAMs?
• Converting from Elite to SAM-X - what should I consider?

Product Updates 7

• [SAM] Version 6.028 (September 2024)
• [SAM] Version 6.026 (August 2023)
• [SAM] Version 6.024 (June 2022)
• [SAM] Version 6.022 (September 2021)
• [SAM] Version 6.020 (February 2021)

View all 7

Enquiry 2

• [SAM] Finding Archived (historical) Reports
• [SAM] Check Active users