You are not alone, we are here for you! Step 1 - Within your Client portal, select the Support tab Step 2 - Select the Open Ticket...

To add a new staff member: Step 1 - Navigate to the Setup tab located at the bottom of your left navigation pane within the Enzebra Core Platform. Step 2...

Human Resources (HR) is at the heart of every organization. HR clearly outlines job descriptions, roles, and responsibilities, and outlines the policies and procedures for an organization.  ...

Step 1 - Navigate to Human Resources > Human Resources. Step 2 - From there select the Import from Excel ...

An Organization (Org) chart provides a list and a visual of your organization's structure. The Org Chart function allows you and your staff to view an organizational chart that shows the company logo, de...

Navigate to Human Resources > Training. This section allows you to manage your training requirements virtually. Here you can set up training programs, and training type...

Navigate to the Human Resources tab and select the drop-down. From there select Onboarding. This section allows you to cr...

In order to export staff data you will have to navigate to Human Resources > Human Resources. Then filter your staff list and use the checkbox beside the Staff # column to ...

Navigate to Inventory > Items and select the Add button....

Step 1 - Navigate to Inventory > Items and select the Import Opening Stock button. ...

Navigate to Inventory > Loss & Adjustment. Within this tab you can manage and track your loss and adjustments by recording the data within the system....

Navigate to Inventory >Inventory Receiving & Delivery. These sections allow you to see your inventory docket codes, supplier names, inventory value, tax amounts, an...

Navigate to Inventory > Reports. Within this section, you can produce stock summary, inventory analytics, and inventory valuation reports by filtering through warehouse...

Navigate to the Purchase tab and select the dropdown to select Vendors. This sectio...

This section, located under Purchase > Items, stores all of the items you purchase for your production or sale of products. When selected you will find a detailed summa...

Within the Purchase > Vendor Items tab you can review existing vendors and their items, filter through group items, and have the ability to group the items they provide for better organizatio...

To create a purchase request, navigate to Purchase > Purchase Request, then select the New button, then give your request a name, select a project if r...

To create a PO, navigate to Purchase > Purchase Order. From there select the New button and give your PO a name. Then select the vendor that you want to send this PO to. Next, you...

To find your Purchase Invoices navigate to the Purchase tab and select Invoices. Within this section you can filter the documents by date, ...

Navigate to the Purchase tab and select Debit Notes to go to the Debit Notes Summary page. From there you can select New Debit Note and populate the required fields ...

On your Manufacturing dashboard, you will see charts about your Manufacturing Orders and Work Orders. You will also be able to see a summary of your Work Centers and what is set to launch, what is in progress, and wh...

This section allows for optimal product management as it contains all the products you use in production. On this screen, you can filter your information by product, product type, or product category. You can...

Within the Manufacturing > Products tab, when you add or edit a product, you will see multiple tabs you can navigate within - General Information, Variants, Purchase, and Inventory. U...

A Bill of Materials(BOM) is a list of the raw materials, sub-assemblies, intermediate assemblies, components, parts, and the quantities of each needed to manufacture an end product. A BMO may be used for communicatio...

To create a BOM, you can select the Add button. From there the first thing you need to select is the product it is related to, and you can select a product variant if desired. Then you will enter the...

Routing refers to your manufacturing process and includes what steps are required and who is involved in each step to clearly outline your organization's processes. ...

Navigate to Manufacturing > Routings. To add a routing, select the Add button and then you'll add in the operation name, th...

Within the Purchase > Items tab, to add an item simply select the Add button, enter in the commodity code, name, barcode, SKU code, SKU name, and then select the commodity group, subgroup, ...

Located under Purchase > Purchase Request, this section allows your staff to complete purchase requests. On the main page, you can filter the requests by department or ...

Navigate to Manufacturing > Work Centers.   This section allows you to manage your work centers. Work center management is great because, within each w...

Your Bill of Materials flows through to Manufacturing Orders which flow through to Work Orders to allow you to virtually assign tasks and always be in the know about how long tasks took, when tasks are completed, and wh...

Navigate to Manufacturing > Work Orders (WO). Within the work orders tool, you can view, edit, or delete existing work orders.  ...

A lead (sometimes known as a sales lead) is someone who is interested in the product or service you offer. Lead management is the process of gathering leads, tracking their interactions with your sales people, agents, and marketing campaigns, determi...

To import leads, navigate to the Leads tab and select the Import button. From there you will be taken to the import screen whe...

Navigate to the Leads tab. On the leads page you can filter the leads by Assignee, Status, Source, or use the Additi...

A lead status can be used as your organization sees fit but traditionally is used to easily identify New Leads, from Contacted Leads, to Leads that are Not Ready for Engagement. A lead source is where the lead came f...

To create a new estimate, select Create New Estimate. Then you will have to select the customer the estimate will be associated with. After selecting the customer, the bil...

Navigate to the Sales > Sales Items tab.  Here you can enter, edit, and manage the products your company offers. On the summary screen...

Navigate to the Sales > Sales Items tab and select the Import Items button....

The Groups function is intended to allow you to sort your sales items by category (group). On the Sales > Sales Items page, you can manage your groups by selecting the Groups ...

Navigate to the Sales > Sales Items tab and select the items you would like to delete by selecting the checkbox beside the item, then select the Bulk Action ...

Navigate to the Sales > Sales Items tab and select the Items you would like to export by selecting the checkbox beside the item, then select the Export ...

Navigate to the Sales > Sales Items tab and select the New Item button. From here you can name your product in the Descript...

Your dashboard is just for you. You can drag and drop content to rearrange to meet your needs by using the 3-line button located at the top left of each widget on your screen.You can customize this as you see...

Within this header you can do any of the following at any time:  Search > ...

Navigate to the Purchase tab and select the dropdown to select Vendors and select the Import Vendors ...

Navigate to Purchase > Items. To add...

Navigate to Purchase > Items. Select the Import Items button. When selected you will be taken into the import screen where ...

To create a Manufacturing Order, navigate to Manufacturing > Manufacturing Orders (MO). Select the Add button, then ...

You can think of Omni sales as sales channels and our Omni Sales section allows your business to have multiple sales channels to increase your overall sales potential. With our Omni Sales functionalities, your busine...

Navigate to the Sales > Credit Notes tab. From there you can select the New Credit Note button.  Next, you can enter i...

Navigate to the Sales > Payments tab.  The payments tab allows you to see all of your payments on one summary page and you can search through the data using the se...

Navigate to the Sales > Proposals tab.  This tab allows you to view and manage your proposals and you can switch between the list view and pipeline view. You can a...

To find your proposals, navigate to Sales > Proposals. From here you can select a proposal number to quickly view the details on the right side of your screen.  On...

Navigate to the Sales > Estimates tab. From here you can select an estimate number to quickly view the details on the right side of your screen.  On this screen, you ...

Navigate to the Sales > Invoices ...

Navigate to Sales > Invoices then select the Create New Invoice button. First, you will have to select the Custom...

Navigate to Sales > Invoices ...

Navigate to Sales > Invoices and select the Recurring Invoices button. This bu...

Navigate to Omni Sales > Order Lists. Within this tab, you can find an order summary of any purchases made through your sales channel(s), providing an order date, order number, invoice, and paymen...

To manage your Omni Sales Channels you can navigate the left navigation menu until you find Omni Sales or Sales Channels. Within this drop-down you can review your order l...

Navigate to Omni Sales > Trade Discount. If you would like to release discounts on your sales channels, there are two options readily available. - Promotions or Voucher...

Navigate to Omni Sales > Reports. Here you can select any of the report names to view the report below. ...

To access your POS navigate to Omni Sales and select Portal to be taken into your client portal point of sales. ...

A project is like a virtual file folder that allows you to maintain everything related to your clients, projects, and events/workshops within one virtual file. Within a Project you can assign tasks, create milestones...

Within the left navigation pane is the Projects tab for project management. This tab allows you to see any of your company’s public projects and has a filter option on the main Projects screen to aid your searc...

Step 1 - Navigate to the Projects tab  Step 2 - Select the New Project button. ...

Milestones are a way for you to measure the key actionable objectives that you have to achieve to keep your project on a timeline, or to achieve your goal. You can view your milestones as a list, or as a visual where...

Navigate to the Projects tab, select your desired project, and select the Milestone tab. To create a milestone, select the New Milestone button. ...

Navigate to the Projects tab, select your desired project, then select the New Task button located in the top right of your project screen.  ...

Within your Project, under the Activity Log tab you will find a log that displays everything that has happened in association with the project, and allows you to select wh...

The project notes section is only accessible by you and your staff members. ...

Navigate to the Projects tab and select into your Project. From there select into the Timesheets tab. Within the timesheets tab you can record your time worked on a project by selecting the Timesheets button. ...

Some people prefer visuals and a Gantt chart allows you to see your project timeline as a chart. ...

The discussions tab within your projects is intended for you and your team to be able to ask questions and have discussions. To create a discussion, select the Create Disc...

Navigate to the Projects tab and select your Project. From there select the Sales to access a drop-down menu where you can access Invoices, Estimates, Expenses, Credit Notes, or Subscription details. ...

Navigate to the Tasks tab and select the New Task button located at the top of the task summary page to create a task.  ...

Navigate to the Tasks tab and hover your mouse over the desired task name. When hovering over you will see the options to Start Timer, Edit, or Delete the task. If you select start timer, a timer will start to track ...

When creating a task select the Assignees and Followers drop downs to search through your staff members list and you can select multiple staff members if desired. ...

To comment on a task, navigate to the Tasks tab, and select the desired task name to View the task details. Here you can select the comment section to type in and post your comments.  ...

Within your platform, under the Utilities tab, you will find the media tab. Within this section, you can store your personal files under the Media tab within the file titled your name, or you can upload or access pub...

Navigate to the Projects tab and select into your Project. From there select into the Files tab. This section allows you to st...

Navigate to the Projects tab and select your Project. From there select the Contracts tab. Here you can upload all contracts related to your project or download and view any contracts with ease. ...

Navigate to Utilities and select into the Bulk PDF Export tab. ...

The tasks function within Enzebra can be utilized organization-wide. If you click the Tasks tool within the left navigation menu, you will be taken to a task summary page. On this page you can create a new task, swit...

To learn how to navigate and manage your business within your Enzebra, check out our training videos and course resources here > ...

Step 1 - Confirm you linked the survey into the survey email description before sending and then test send the survey to yourself to make sure it sent as desired.  St...

If your image is not appearing correctly within your new article, select the Utilities > Media tab and check the file name to make sure it does not have any spaces in the file name. If there are s...

This means all of your transactions that go through your Enzebra system will be automatically recorded as journal entries in your accounting system. You can produce detailed accounting reports by selecting the Accoun...

To understand what is automatically mapped/recorded within your system you can select your Accounting > Settings tab and select the Mapping Setup tab. ...

Navigate to the Surveys tab and select the New Survey button, then you will be taken into the survey setup page where you will give your survey a title in the subject line, a short description which will appear on th...

To send the survey to specific leads you will have to set up a custom lead status to categorize the leads within and then send to the leads with that status.  To send...

Once you click into the surveys tab you will be taken to the surveys summary page. On this page you will see a summary of your surveys Name, Total Questions, Total Participants, Date Created, and if they are Active.&...

To create a new article, select New Article. From there you will have to give your document a name, select the group it is associated with, select whether it is an internal article or not, select if disabled or not (...

If you want to add a form of media to your article, you have to navigate to the Utilities > Media tab to upload the desired content then you can select the ...

When creating a knowledge base article, if it is intended for your internal staff, select the checkbox beside Internal Article....

When creating a knowledge base article, if it is intended for your client portal, leave the checkbox beside Internal Article unchecked and proceed with creating the knowledge base article. When saved, it will appear ...

Navigate to Custom Email/SMS and select Templates within the drop-down. Here you can edit a template by selecting the template name or select the Add Template button. From there you can give your template a name and ...

No, it is completely normal when the template loads to appear differently than it will when sent but have no worries! The email template will send as it appears within the Templates tab. ...

This feature in the Enzebra core platform functions as a virtual bulletin board where you can collaborate and have discussions with anyone in your organization. Use the @ ...

As your customer section begins to fill up, it can be challenging to sort through all of your customers so we have the Customer Groups option which is available within the Customer Profile. This tool will allow you t...

Navigate to the Customers tab and select into your desired customer profile. On the main page, you will find a Customers Group drop down. You can select this drop-down to select your desired customer group or you can...

Navigate to Setup > Lead > Web to Leads. From there, to create a new form, select the New Form option. From there, you'll how to fill in the form information first to be able to use th...

If you have any new questions/fields that are not showing in your web to lead form builder, you can simply select the Setup > Custom Fields tab and select the New Custom Field button. Then you would select that th...

To manage your subscriptions, navigate to the Subscription tab and when selected you will be taken to the Subscription Summary page where you can see quick statistics about Active, Future, Past Due, Unpaid, Incomplet...