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Lessons
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CFC-001-1.0-EN ERP Basic Implementation
  • ERP General User Guide [ ERP 用户指南 ]
    • Login & Security: IOS Mobile Login & Add to Home Screen 苹果手机登录 & 添加应用到手机
    • Add New User & Create Employee【添加用户与创建员工】
    • Setup Company Logo, Address & Currency 【设置公司信息与货币】
    • Forgot Password: How to Reset Password 【如何重置密码】
  • Sales Module【销售模组】
    • Introduction: Sales Module 【 销售模组介绍 】
    • Product Setup 【添加产品】
    • Create Quotation【创建报价单】
    • Send quotation 【发送报价单】
    • Create Pro-Forma Invoice【形式发票】
    • How to Create Invoice【创建发票】
    • Sales Reporting【销售分析报表】
    • Company Identity: Setup Company Logo, Address & Currency (设置公司信息与货币)
  • Accounting Module【会计模块】
    • Introduction: Accounting Module【会计模块介绍】
    • Chart of Accounts【会计科目表】
    • Journal Entries & Ledgers【会计分录&总账】
    • Fiscal Year Setup【财政年度】
    • Upload Bank Statement【上传银行账单】
    • Bank Reconciliation【银行对账】
    • Bank Statement PDF to Excel Spreadsheet【银行账单PDF格式转Excel格式】
    • Taxes Setup【税务设置】
    • Accounting Reporting【会计分析报表】
    • Export customer invoice data
    • Set up Paid Capital
    • Balance Sheet
    • Profit and Loss
  • Expense Module【报销模块】
    • Introduction: Expense Module【报销模块介绍】
    • Submit Claim Expense on PC【报销费用-电脑端】
    • Check & Approval for Reimbursement (Boss)【报销审核与批准】
    • Submit Claim Expense on Phone【报销费用-手机端】
  • Purchase Module【采购模块】
    • Introduction: Purchase Module【采购模块介绍】
    • Request for Quotation【采购询价单】
  • KnowSystem Module【知识库模块】
    • Introduction: KnowSystem【知识库模块】
    • Add KnowSystem Tag【添加标签】
  • Discuss Module【讨论模块】
    • Introduction: Discuss Module
    • Upload Attachment【上传文件】
    • Introduction to Discuss【讨论模块介绍】
    • Open a New Chat 【创建聊天】
    • Open a New Chat
    • Open a New Group
    • Open a New Channel
    • Inbox, Starred Message and History
  • Point of Sale【销售点模块】
    • Introduction to Point of Sale
  • Employee Module
    • Introduction to Employee
    • Add new employee profile
    • Edit/Update employee profile
    • Assign Roles & Departments
    • Check Assigned Task
    • Leave Application & Approval
    • Performance Evaluation
    • Generate Employee Reports
  • eLearning Module
    • Introduction to eLearning
    • ERP E learning System Set Up 线上课程系统搭建
    • Upload video
  • Website Module
    • Introduction to Website 创建网站
    • Create menu bar 创建网页菜单栏
    • Add new website page 添加新页面
    • SEO Setup 搜索引擎优化
    • Multi Language Setup & Content Translation 多国语言
    • Create product webpage
    • Upload Image
    • Upload Video
    • Insert link to text
    • Set stage and open task
    • Insert link to image
    • Schedule activity for task & project
  • Contacts Module
    • Introduction to Contacts
    • Add New Contact (Individual/Company)
  • Inventory Module
    • Introduction to Inventory
    • Track Attendance
    • Edit & Update Contact Info
  • Project Module
    • Introduction to Project
    • Create and setting project
    • How to Assign Partner
    • Link Contact with Sales & Invoicing
    • Add Notes & View History
  • Recruitment Module
    • Introduction to Recruitment Module
    • Create a Job Position with Department
    • How Applications are Captured from Website Job Listings
    • Application Screening and Candidate Tracking
    • How to Generate Recruitment Reports and Insights
  • Events Module
    • Introduction to Events Module
    • Creating and Configuring New Events
    • Tracking and Updating Event Progress
    • How to Monitor Active Events and Close Completed Ones
  • Survey Module
    • Introduction to Surveys Module
    • Creating and Designing New Surveys
    • How to Share Surveys with Employees, Customers, and Others
    • Collecting and Managing Survey Responses
    • Analyzing Survey Results and Generating Reports
  • Time Off Module
    • Introduction to Time Off Module
    • Configuring Types of Time Off and Holidays
    • Configuring Accrual Plans
    • Configuring Public Holidays
    • Configuring Mandatory Holidays
    • Time Off Request & Track your Status
    • Time Off Allocation Request
    • Using the Calendar View to See Team Availability
    • Manage Employees Time Off
    • Manage Employees Time Off Allocation
    • Reporting Employees Time Off

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