06. SmartB’s Basic ERP Features

Module 1Page Builder - Introduction
Unit 1Overview - What is the Page Builder? 
Unit 2Start with a User Perspective 
Module 2Page Builder - Print Document
Unit 1Introduction to Page Builder (Superuser) 
Unit 2What is Page Builder 
Unit 3Creating a Print Doc Using Page Builder 
Unit 4Display Print Doc 
Unit 5Floating Element for Page builder 
Unit 6Display Tax Amount Field 
Unit 7Troubleshooting Print Doc 
Unit 8Locking the Page Builder / Layout 
Unit 9Finding Page by Group 
Unit 10Number Formats for Page Builder Print Templates 
Unit 11Adding an Indirect/ Secondary Field to Page Builder 
Unit 12Repeated Header & Footer 
Unit 13How to fix the print button not working 
Unit 14Print doc Q&A 
Unit 15How can test page builder on desktop software 
Module 3New Client - Database Setup (Based on Client's Name)
Unit 1Creating a New Database for a New Client 
Unit 2Enable HTTPS for new database 
Unit 3Setting Up Parent Company for 3PL 
Unit 4Accounting - How to Set Up Fix Asset Feature 
Module 4New Client - Controls
Unit 1Introduction to Controls 
Unit 2Menu Access Automation 
Unit 3Approvals & Permissions 
Unit 4Permission to Specific Models 
Unit 5Permission to Leave Approval Model 
Unit 6Changing the Default Login Page 
Unit 7Adjusting (Hiding) Fields Access 
Unit 8Adding a User (and Profile) 
Unit 9System/User Registration 
Module 5Managing Issues/ Bugs
Unit 1Creating an Issue Log or Bug 
Unit 2Creating a Good "Issue Log" 
Unit 3Sample of Issue Logs 
Unit 4How to Improve Issue Logs for Print Doc Issues 
Unit 5Urgent Matters 
Unit 6Level of Urgency 
Unit 7The Importance of a Clear Issue Log 
Module 6SmartB's Basic ERP Features Quiz
Unit 1SmartB's Basic ERP Features Quiz