Sage Sync Resource Guide

TABLE OF CONTENTS

NAVIGATION PANEL Main Menu Action Required Orders Pending Change Orders

4 5

Login Action Required Items RETAIL ORDERS Action Required Items Contact Customer Enter Ready To Measure/Template Date Submit Change Order Pending Change Orders Cancel Edit Change Order Validate Change Orders Enter Scheduled Install/Delivery Date Enter Actual Install/Delivery Date Upload COC/POD Completed/Paid MEASURE ORDERS Contact Customer Enter Ready To Measure/Template Date Enter Measure/Template Date Upload Post Template Drawing Submit Change/Confirm

59 60

61 61

7 8 9 11

62 62 63 65 65 66 67 67 68 68 69 69 70 70

Back Ordered Order Material Easy Estimator Gimbil Reports Announcement Users Material Cost Payment Schedule Document Library Resource Guides Integration Help

13 15 18

20 22 23 24 27 29 31 33 34 35 36 37 39 40 43 44 45 46 47 48 50 52 54 55 56 57 58

Enter Measure/Template Date Upload Post Template Drawing Submit Change/Confirm Pending Change Orders Removing Hold Upload COC/POD WORK ORDERS Action Required Items Contact Customer Enter Scheduled Date Upload WOC Enter Work Completion Date SET TO PENDING Put Job on Pending Pending Orders Release from Pending

2

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