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📘 PurposeThis guide walks through changing different phone message options. 🔁 Step-by-Step Instructions 1. Click the envelope icon located to the left of your keypad,2. Click the "Connect" option from the interface buttons located above the keypad. 3....

📘 PurposeThis guide walks through accessing the company directory via the phone. 🔁 Step-by-Step Instructions 1. Press the "Home" button located to the right of the phone screen. 2. Use the Direction buttons located below the home button to navigate ...

📘 PurposeThis guide walks through signing into the 3CX Web Client. It also provides additional steps to make calls on your desk phone and mobile app. 🛠️ Prerequisites Navigate to 3CX Web Client 🔁 Step-by-Step Instructions 1. Browse to the 3CX W...

Legacy ERP User Guide Manuals

📘 PurposeThis guide walks through process of setting up a printer in the device's settings. 🔁 Step-by-Step Instructions 1. Click on the Windows icon located in your task bar. 2. Next, click on the settings icon in the new menu. If the settings ic...

📘 PurposeThis guide walks through adding a printer in SAGE for printing invoices. 🛠️ Prerequisites Connected to LETRemote Desktop 🔁 Step-by-Step Instructions 1. On the start screen of the LETRemote Desktop, click the Control Panel 2. If the "V...

📘 PurposeThis guide walks through how to change the default printer in SAGE. 🛠️ Prerequisites Be connected to LETRemote 🔁 Step-by-Step Instructions 1. While in LETRemote, Click on the Windows icon in the bottom left corner 2. Click on Contro...

Starship Ad Hoc Rate Quote – Sales Team Training PurposeThis guide explains how to generate freight rate quotes in Starship without needing to process or ship an order. This allows you to quickly compare rates from multiple carriers and provide accurate freig...

Entering quotes is one of the most common tasks we do. Ensuring we accurately quote and get them to the customer as quickly as possible is critical to our business. Open Sales Order Entry Change the Order Type to Quote.  Double check it is cha...

Entering Sales Orders - Turning Quotes into Sales Orders Customers place order with us over the phone, via email, and online. Some customers use Purchase Orders (PO's), some pay by credit card, others use Metals Credit (Also referred to as brass credit), and...

There is a Utility in Sage to go through and delete Quotes that are expired by a certain date. Only people with Administrator role can do this. Jennifer asks Myron to do this from time to time.   Under the Sales Order module open Sales Order Entry ...