ExpertConsultant Users Guide

EC comes with an extensive owners manual, covering all aspects of using ExpertConsultant. Each section is complete with screen shots (pictures) of relevant sections.  The demo copy includes a text version of the users guide without images.  This guide is subject to change without notice and the example given may not exactly match the guide received.  The guide is always more complete than our example here.  The table of contents is listed below:

Table of Contents

EXPERT CONSULTANT

EXPERT CONSULTANT, ABOUT THE HELP GUIDE
NECESSARY AND RECOMMENDED HARDWARE

INSTALLING EC

LAUNCHING EXPERT CONSULTANT

SETUP OF EXPERT CONSULTANT

Setup: Company Information.
Setup: Billing and File Information.
Starting EC for the first time.

IMPORTING DATA

USING EXPERT CONSULTANT

NAVIGATOR BARS AND GETTING AROUND
CLIENTS, THE CUSTOMER MANAGER
Customer Inventory
Invoice History
Messages
Notes
Rates
Support Info
Adding or Editing the Clients file.
PURCHASE, THE EXPENSE AND PURCHASE ORDER MANAGER

Creating and Entering a New Purchase:
Purchase Quicklist
Printing a Purchase

BILLING, THE BILLING INVOICE FILE.

Editing an existing invoice or creating a New invoice.
Quotes.

VENDOR, THE SUPPLIER MANAGER

Notes
Messages
Purchases
Internet
Shipping
Telephone List

PRODUCT, THE MATERIAL GOODS MANAGER

Lists
Entering New Products

MESSAGE, THE CONTACT MANAGER

The Letter template.
Label templates

LEARNING LOG, THE TROUBLESHOOTING REFERENCE FILE

TIMECARD, THE EMPLOYEE PAYCHECK TRACKING FILE

EMPLOYEE, THE STAFF INFORMATION FILE

POC, THE POINT OF CONTACT FILE

TROUBLE-SHOOTING AND FAQS (FREQUENTLY ASKED QUESTIONS)

VERSION HISTORY:
CONTACTING US:

Current Pricing

GLOSSARY

LEGAL STUFF. ­ THIS IS IMPORTANT FINE PRINT!

License

 


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