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Basic easyjob operating concept
List Views
Visible columns, column width, order and sorting
Selecting an entry
Keyboard concept for the Live View and Dialogs
Keyboard concept for navigating the tabs
Editing list entries
Editing multiple entries
Automatic updating of list content
Keyword filter
Managing standard Master Data
Customized data filters
Colors
easyjob Icons and Symbols
Log View
View current operations
Navigator
easyjob Today
Monthly Overview
Numbers, Custom Numbers and Custom Fields
Numbers and Custom Numbers
Custom Fields
Initializing custom fields with RTF text modules
User Rights Management
Changing passwords
Group authorizations
Project Management
Projects and Jobs
Opening an existing project
Creating a new project/job
Copying a project
Creating a new job
Inserting an existing job
Transferring time frames to other jobs
Moving a project
Changing the order of the jobs and selecting a job
Hiding and viewing shadow copies and jobs
Project and Job Status
Project Main Data
Event calendar
Main Data Job
Invoice Basis Job
Overview
Addresses
Scheduled items
Resources
Tasks
Cost Planner
Fields
References
Calculation
Calculation terminology
Purchase price
Sales Price
Sub-hire Price
Rental Price
Minimum Rental Price
Price List
Job Costs
Job Sum Total
Calendar Days Curve
Days Charged Curve
Cost Planner for Projects and Jobs - User Concept
Cost Planner for Projects and Jobs – Basis of Computation
Job all-inclusive price and discounts
Tax calculation
Tax calculation using the European tax settings (simple)
Tax type
Tax calculations with USA/Canada/Other tax settings
Tax Settings
Tax type
Sample calculation
Tax Rate
Explanation about the areas
Insurance calculations
Job Cost planner in the Job and in the Bill of Items
Item master data price
Minimum Rental Price
Including the minimum costs in the Cost Planner
Supplier rental and purchase prices
Customer discount
Calendar Days
Special "days charged" rates for individual items
Manually discounting line items
Creating special price lists for select customer types
Controlling price lists by project type
Assigning a price list with a Days Charged Curve
Item package price
Item group prices
Discounting the Job total
Job Costs
Resources
Basis for discount in the Bill of Items
Sample Job with varying rates and discounts
Invoicing
Displaying the Invoice List
Creating Invoices Manually
Invoicing a project
Job not to be invoiced
Editing a purchase invoice line item
Sorting purchase invoice line items
Creating a project invoice
Updating the project invoice
Finalizing invoices
Deletable invoice
Checking the Tax I.D.
Invoice note field
Credit Note
Invoicing workshop activities
Invoicing a sales order
Invoicing missing items
Copy invoice
Entering a payment receipt
Payment Terms
Creating payment plans
Invoice Reminders
Reminder block on an invoice level
Revenue accounts
Revenue accounts in the master data and program settings
Accounting interface
Automatic assignment of Creditors/Debtors I.D.
Address Book
Signaling an incoming call
Sales Orders
Sales Items
Purchase Orders
Main Data
Line Items
Inventory Management
Inventory terminology
Items
Device
Expendable Items
Transport Container
Item Package
Linked Associated Items
Rental Inventory
Subcategories
Items
Main Data
Spare part
Excluding an item from availability
Prices
Items with no discount
Inventory
Owner management
Leasing
Devices
Creating a device
Creating a device series.
Single device management
Associated Items
Clear assignment of linked associated items
Jobs
Alternatives
Usage
Report
Suppliers
Custom Fields
References
Images
Documents
Inventory
Data export for manual compilation in Excel
Data import of the amounts counted in Excel
Scheduling and Site Management
Scheduling terminology
Return Time
Item available one day later
Check-out
Check-in
Loaded
Unloaded
Scheduled
On-fly Check
Checking availability
Calculating availability
Exact to the minute/hour availability check
Sample Job with varying rates and discounts
Graphical view of availability
Table view of availability
Calculation
On-fly Check
Colors
Determining overbookings
Overbooking warning when moving the job time frame
Using alternatives
Sub-hiring shortages
Bill of Items
Shortcuts and operating concept
Additional Filter and Job Bill of Items Settings
Filtering items according to the owner
Associated Items and Item Packages
Using the various types
Managing and booking item packages
Optional Associated Items
Linked Associated Items
Linked Associated Items (Reducing rental inventory)
Partial deliveries
Scheduling partial deliveries
Preselecting partial deliveries in groups
Staff and Transportation Planning
Resource Types
Rates
Standard rate
Time dependent rate
Sliding scale rate
Threshold rate
Customizing staff master data
Employees
Freelancers
Temporary staffing agencies
Managing absences
Assigning resource types to an address
Excluding staff from availability checks
Vehicle Master Data
Document path settings for vehicles
Job resources
Document Output
Document Management