Pricelists and Custom Pricing

Introduction

User Interface
Tables, Lists and Previews
Dialogs and Slide-Ins
Dashboards
Shortcuts
Permissions and Access Control
Staff Access and Administrative Role
Real-time Notifications
Icons and visual aids
Security

CRM

Introduction to CRM
Managing Potential Clients
Managing Customers
Operational Excellence

Sales Management

Managing Opportunities
Managing Delivery Notes
Managing Sales Orders
Managing Estimates / Proforma Invoices
Managing Proposals
Introduction to Sales Management

Financial Management

Electronic Invoicing with PEPPOL
Introduction to Financial Management
Financial Management vs Accounting

Purchasing

Introduction to Purchasing
Purchase Management Workflow
Managing Purchase Requests
Managing Vendors

Inventory & Warehousing

Setting up Products and Warehouses
Introduction to Inventory & WHM

Timekeeping

Legislation & Compliance

Manufacturing

Understanding Component Groups
What is a Manufacturing Order
What is a Work Order
What is a Work Center
What is Routing
What is a BOM
Introduction to Manufacturing

Connecting to SIX from 3rd Parties

GraphQL vs REST API comparison
Connecting through REST API
Connecting through GraphQL

Field Service Management

Work Orders in FSM
Appointments in FSM
What is Field Service Management?
What is Field Service Management?

Reporting

Base Reporting in SIX ERP
Report Builder in SIX ERP

Two-Factor Authentication

Best Practices for maintaining secure connections to your ERP
Troubleshooting Two-Factor Authentication (2FA) in SIX ERP
Setting up Two-Factor Authentication with WhatsApp
Setting up TOTP Two-Factor Authentication with an Authenticator App
Setting Up Email Two-Factor Authentication (2FA) in SIX ERP
2FA in SIX ERP

Pricelists and Custom Pricing

Pricelists in SIX ERP