Maintenance

General information on Maintenance

PUTTING A CUSTOMER ON-HOLD
Customers are put on hold  to prevent a Customer Job from being created, SAM will at least issue a warning to the person creating a Job and/or when posting ...
Wed, 24 Nov, 2021 at 12:22 PM
[Orion] Debtors Ledger Reconciliation
How to reconcile your debtors ledger to your general ledger in Orion At the end of each month you should be reconciling your Debtors Ledger to the General...
Thu, 7 Apr, 2022 at 6:15 PM
[Orion] How to customise email body for emailed statements?
Email body text can be customised to define new terms, new bank account details, promotions or other content that may help promote prompt paymen...
Wed, 21 Jul, 2021 at 10:34 PM
[Orion] Bad Debts - how to identify, write off and write back
This article describes how you can identify bad debtors then write off outstanding balances that you do not expect to recover. If you later rec...
Wed, 21 Jul, 2021 at 10:34 PM
[Orion] How to reconcile Parts Inventory
This article shows you how to reconcile the parts inventory in Orion At the end of each month you should be reconciling your parts inventor...
Wed, 21 Jul, 2021 at 10:42 PM
[Orion] Moving EFTPOS to manual
How to move your Orion to manual EFTPOS To move your EFTPOS to manual at any time, this can be done within your Orion.  Go to: A...
Wed, 21 Jul, 2021 at 10:45 PM
IMPORTANT - Real cost of an hour
This is a fundamental question that affects your bottom line - are you making a profit on the job or not? Ask this question - would you give an estimate...
Fri, 18 Mar, 2022 at 1:43 PM
[Orion] Mass update Labour rates
This can be used when your Labour charges and/or costs go up across the board. It is recommended that you read about the real cost of an hour before ...
Fri, 18 Mar, 2022 at 2:05 PM
[Orion] Mass update stock prices
Increasing the stock charge out rates is easy: It is HIGHLY recommended that you complete a back-up before proceeding. There is no way to reverse...
Fri, 18 Mar, 2022 at 2:20 PM
[Orion] Stock Margin Control
Ensuring that you have the correct margins for stock coming in can be a worry, SAM can automate this process and ensure that the margins are kept at the sam...
Fri, 18 Mar, 2022 at 3:15 PM