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Onboarding

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First-week checklist

By role

Overview

Clerk

Manager

Tenant admin

Cashier (POS)

Portal user

Integrator

Work

Overview

Parties

Overview

Create a customer

Edit a customer

Find customers

Customers overview

Customer / parties setup

Customer troubleshooting

Create a supplier

Edit a supplier

Find suppliers

Suppliers overview

Supplier / parties setup

Supplier troubleshooting

Catalog

Overview

Create a attribute

Edit a attribute

Find attributes

Attribute overview

Attribute setup

Attribute troubleshooting

Brands

Categories

Create an item (SKU)

Edit an item (SKU)

Find SKUs (items)

Items (SKUs) overview

Catalog setup

Catalog items troubleshooting

Create a manufacturer

Edit a manufacturer

Find manufacturers

Manufacturer overview

Manufacturer setup

Manufacturer troubleshooting

Create a size chart

Edit a size chart

Find size charts

Size chart overview

Size chart setup

Size chart troubleshooting

Create a tax category

Edit a tax category

Find tax categories

Tax category overview

Tax category setup

Tax category troubleshooting

Units of measure

Sales

Overview

Create a credit note

Edit a credit note

Post, allocate, or void a credit note

Find credit notes

Credit notes overview

Credit note setup

Credit note troubleshooting

Create a sales invoice

Edit a sales invoice

Post and credit sales invoices

Find sales invoices

Sales invoices overview

Sales invoice setup

Sales invoice troubleshooting

Create a sales order

Edit a sales order

Fulfill and invoice a sales order

Find sales orders

Sales orders overview

Sales order setup

Sales order troubleshooting

Create a sales quote

Edit a sales quote

Convert or cancel a sales quote

Find sales quotes

Sales quotes overview

Sales quote setup

Sales quote troubleshooting

Record a receipt

Edit a receipt

Receipt posting and corrections

Find receipts

Receipts overview

Receipt setup

Receipt troubleshooting

Purchasing

Overview

Create a purchase bill

Edit a purchase bill

Post a purchase bill

Find purchase bills

Purchase bills overview

Purchasing setup for bills

Purchase bill troubleshooting

Create a debit note

Edit a debit note

Post and settle debit notes

Find debit notes

Debit notes overview

Debit note setup

Debit note troubleshooting

Create a purchase order

Edit a purchase order

Receive and bill a purchase order

Find purchase orders

Purchase orders overview

Purchase order setup

Purchase order troubleshooting

Record a supplier payment

Edit a payment

Payment posting and follow-up

Find payments

Supplier payments overview

Payment setup

Payment troubleshooting

Create a purchase quote

Edit a purchase quote

Convert a purchase quote

Find purchase quotes

Purchase quotes overview

Purchase quote setup

Purchase quote troubleshooting

Inventory

Overview

Stock availability

Receive stock

Reorder rules

Inventory revaluation

Stocktakes (counts)

Warehouse stock transfers

Create a warehouse

Edit a warehouse

Find warehouses

Warehouses overview

Warehouse and inventory setup

Warehouse troubleshooting

Treasury

Overview

Create a bank account

Edit a bank or cash account

Find bank accounts

Bank accounts overview

Bank account and treasury setup

Bank account troubleshooting

Create a bank directory entry

Edit a bank directory entry

Find bank directory banks

Bank directory entry overview

Bank directory entry setup

Bank directory entry troubleshooting

Create a cashbox

Edit a cashbox

Find cashboxes

Cashboxes overview

Cashbox setup

Cashbox troubleshooting

Cheques

Bank reconciliation

Bank and cash transfers

Accounting

Overview

Create a GL account

Edit a GL account

Find GL accounts

Chart of accounts overview

Chart of accounts and accounting setup

Chart of accounts troubleshooting

Capital accounts

Analytical dimensions

Exchange rates

Foreign exchange rates and revaluation

Investments

Journal entries

Pending Queue

Accounting periods

Recurring documents

Subsidiary ledgers

Tax codes

Pricing

Overview

Create a price group

Edit a price group

Find price groups

Price groups overview

Price group setup

Price group troubleshooting

Create a price list

Edit a price list

Find price lists

Price lists overview

Price list setup

Price list troubleshooting

Create a promotion

Edit a promotion

Find promotions

Promotions overview

Promotion setup

Promotion troubleshooting

Sales team

Overview

Sales commissions

Sales representatives

Sales targets

Sales territories

CRM

Overview

Log a CRM activity

Edit a CRM activity

Complete and cancel CRM activities

Find CRM activities

CRM activities overview

CRM activity setup

CRM activity troubleshooting

Capture a CRM lead

Edit a CRM lead

Convert and merge CRM leads

Find CRM leads

CRM leads overview

CRM lead setup

CRM lead troubleshooting

Create a CRM opportunity

Edit a CRM opportunity

Win, lose, and convert opportunities

Find CRM opportunities

CRM opportunities overview

CRM pipeline and opportunity setup

CRM opportunity troubleshooting

Work Hub

Support

Overview

Create a support ticket

Edit a support ticket

Ticket status, replies, and close

Find support tickets

Support tickets overview

Support setup

Support ticket troubleshooting

Collaboration

Overview

Collaboration overview

Projects

Overview

Capture a billable expense

Correct a billable expense

Bill and write off expenses

Find billable expenses

Billable expenses overview

Billable expenses setup

Billable expenses troubleshooting

Create a project

Edit a project

Project status and progress invoices

Find projects

Projects overview

Projects setup

Projects troubleshooting

Create a task

Edit a task

Task status and timers

Find tasks

Tasks overview

Task policies setup

Tasks troubleshooting

Subscriptions

Overview

Create a subscription contract

Editing subscription contracts

Activate, bill, and recognize subscriptions

Subscription contracts list

Subscriptions overview

Subscription billing setup

Subscription troubleshooting

Operations

Overview

Create an expense claim

Change an expense claim

Approve and reimburse expense claims

Find expense claims

Expense claims overview

Expense claims setup

Expense claims troubleshooting

Create a fixed asset

Edit a fixed asset

Depreciate and dispose assets

Find fixed assets

Fixed assets overview

Fixed assets setup

Fixed assets troubleshooting

Create a return authorization

Change a return authorization

Return authorization lifecycle

Find return authorizations

Returns / RMA overview

Returns / RMA setup

Returns troubleshooting

Create a service case

Change a service case

Service case lifecycle

Find service cases

Service cases overview

Service cases setup

Service cases troubleshooting

Manufacturing

Overview

Create a bill of materials

Edit, revise, and activate BOMs

Find bills of materials

Bills of materials overview

BOM setup checklist

BOM troubleshooting

Create a routing

Edit a routing

Find routings

Routings overview

Routing setup checklist

Routing troubleshooting

Create a work center

Edit a work center

Find work centers

Work centers overview

Work center setup checklist

Work center troubleshooting

Create a work order

Work order changes after create

Release, issue, complete, and cancel work orders

Find work orders

Work orders overview

Work order and manufacturing setup

Work order troubleshooting

HR

Overview

Attendance & Time

Benefits

Compensation

Create an employee

Edit an employee

Find employees

Employees overview

HR records setup

Employee troubleshooting

Employee Self-Service

Learning

Leave

Lifecycle Tasks

Performance

Recruiting & Talent

Remote Work

Workforce Planning

HR & Payroll Workspace

Payroll

Overview

Payroll analytics

Payroll compliance

Payroll payments

Payroll runs

POS (staff)

Overview

POS Command Center

Create a POS reason code

Edit a POS reason code

Find POS reason codes

POS reason codes overview

POS reason codes setup

POS reason code troubleshooting

POS Sales Report

Create a POS terminal

Edit a POS terminal

Find POS terminals

POS terminals overview

POS terminal setup checklist

POS terminal troubleshooting

Statutory

Overview

Create a tax determination rule

Edit tax determination rules (limits)

Find tax determination rules

Tax determination rule overview

Tax determination rule setup

Tax determination rule troubleshooting

Create a tax exemption

Correct a tax exemption

Find tax exemptions

Tax exemptions overview

Tax exemption setup

Troubleshoot tax exemptions

Create a tax jurisdiction

Edit a tax jurisdiction

Find tax jurisdictions

Tax jurisdictions overview

Tax jurisdiction setup

Troubleshoot tax jurisdictions

AI

Overview

AI Action Center

AI Assistant

Document scans

Calendar

Overview

Calendar events

Knowledge

Overview

Knowledge base articles

Manage

Overview

Analytics & BI

Approvals

Consolidation

Dashboard

My Work

Period close (manager guide)

Financial Reports

Statutory statements

Administer

Overview

Approval policies

Automation rules

Calendar setup

Commerce catalog sync

Custom fields

Customer portal setup

Data migration

Document Studio

Document types

E-invoicing setup

HR integrations

Industry packs

Integrations and API

Localization setup

Modules and entitlements

Multi-entity setup

Saved reports

Tenant subscription

Supplier portal setup

Tenant settings

Create a tenant template

Edit a tenant template

Find tenant templates

Tenant template overview

Tenant template setup

Tenant template troubleshooting

Translation overrides

Users and roles

Cross-cutting

Overview

Attachments and files

Notifications

Permissions model

Search

Translations on forms

Other apps

Overview

POS

Overview

Kitchen display (KDS)

Self-order kiosk

POS refunds and returns

Run a POS sale

Open and close a POS shift

Waiter pad

Portals

Overview

Customer portal

Supplier portal

Commerce

Overview

Custom and headless storefronts

Commerce merchant dashboard

Storefront operator tasks

Troubleshooting

Overview

Troubleshoot bank matching

Troubleshoot permissions

Troubleshoot sales posting

Troubleshoot stock blocks

Develop

Overview

Public API

OpenAPI

API reference

Learning paths

Overview

First week clerk

Month-end manager

On this page

Purchase quotes overview

Goal

Capture supplier quotes before ordering.

Key facts

Draft quotes convert to purchase orders. Open Trade → Purchase quotes.

Last updated:

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BlueMatrix Help — product documentation for tenants

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