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- Видео 80
- Просмотров 260
Navigator Help
Великобритания
Добавлен 12 мар 2024
Channel for Navigator users for help!
Vehicle Admin Toolkit - How to Process a Sales Order with a Deposit
In this video, I’ll show you how to process a sales order with a customer deposit and ensure that it’s correctly posted in your accounts. I’ll also explain how to cancel both the order and deposit, ensuring that all VAT entries are handled properly.
What you’ll learn:
Creating the Sales Order - How to add a deposit and raise the order.
Posting the Deposit - How to accurately post the deposit to calculate VAT.
Cancelling the Order - The correct process to reverse the deposit and cancel the order, ensuring all VAT entries are cleared.
By following these steps, you’ll ensure that your sales orders and deposits are managed smoothly and accounted for properly.
🔔 Don’t forget to like, subscribe, and ...
What you’ll learn:
Creating the Sales Order - How to add a deposit and raise the order.
Posting the Deposit - How to accurately post the deposit to calculate VAT.
Cancelling the Order - The correct process to reverse the deposit and cancel the order, ensuring all VAT entries are cleared.
By following these steps, you’ll ensure that your sales orders and deposits are managed smoothly and accounted for properly.
🔔 Don’t forget to like, subscribe, and ...
Просмотров: 3
Видео
Purchase Ledger - Writing off GANI Lines
Просмотров 316 часов назад
In this video, we’ll show you the simple process of writing off a value from the GANI account. Follow these steps to quickly clear any outstanding amounts: Post a zero invoice against the GANI line. Select the write-off option during the process. By doing this, the system will automatically code the write-off and remove the line from your account. 👉 Don’t forget to like and subscribe for more h...
Workshop - How to Add an MOT Standard Job in Navigator - Step-by-Step Guide
Просмотров 1314 дней назад
Description: In this video, I’ll walk you through the process of adding a standard job in Navigator, specifically focusing on creating an additional MOT standard job. Standard jobs are pre-defined requests that can be configured within Navigator, saving you time and reducing the need for manual data entry. While these are commonly used for MOT and service jobs, they can be customized for variou...
Nominal Ledger - How to Post a Standard Nominal Journal in Navigator
Просмотров 414 дней назад
Description: In this video, I'll guide you through the process of posting a standard nominal journal within Navigator. Journals are a powerful tool for populating nominal codes with transaction data, allowing bulk entries that can be applied to any valid nominal code, even with backdated entries. I'll also explain how Navigator uses negative amounts for credit entries and positive amounts for d...
Parts - How to Set Up a New Parts Franchise in Navigator
Просмотров 314 дней назад
Description: In this video, I’ll show you how to set up a new parts franchise in Navigator. We'll go through the steps using the Parts section and the view/update records option. I'll demonstrate how to add franchises like Ford, MG, and Kia. I'll also explain that whatever you set up in the franchise box is applied company-wide, meaning it will be visible across all branches. By the end of this...
Nominal Ledger - How to Create a New Nominal Shortcut in Navigator
14 дней назад
Description: In this video, I’ll show you how to create a new nominal shortcut in Navigator. Nominal shortcuts are predefined nominal codes designed to make your postings quicker and easier. By using these shortcuts when posting journals, you can save time and streamline your workflow. Watch the tutorial to learn how to set up and use nominal shortcuts effectively. Don’t forget to like, subscri...
Forms Designer - How to Add Text Components to Forms in Navigator
Просмотров 24Месяц назад
Description: In this video, I'll show you how to add text components to your forms within Navigator. Whether you want to include custom text boxes to display important messages to your customers or add other text elements, this tutorial will guide you through the process step-by-step. The techniques demonstrated in this video can be applied to any form within Navigator, making it a versatile to...
Nominal Ledger - Hidden Tricks for Understanding and Filtering Reports in Navigator
Просмотров 292 месяца назад
Description: In this video, I’ll reveal a few hidden tricks to help you better understand and filter reports in Navigator. Specifically, I’ll dive into the transaction report, showing you the various filtering options available to help you make sense of your transaction journals. These tips will enhance your ability to analyze and manage your reports more effectively. Be sure to watch, and don'...
Parts - Goods In
Просмотров 12 месяца назад
In this video, we show you how to goods in / bring parts into stock.
Parts - Crediting/removing parts from a workshop job
Просмотров 32 месяца назад
This video shows you how to credit/remove parts from a workshop job.
Parts - Returning parts / Producing a credit note
Просмотров 22 месяца назад
In this video, we will show you how to return parts to a supplier / how to produce a credit note.
Parts - Stock Adjustments
Просмотров 12 месяца назад
This video shows you how to adjust your parts stock levels.
Parts - Sell parts and produce a receipt
Просмотров 12 месяца назад
In this video we will show you how to book parts out, this is useful if you don’t want to collect the customer's details and you want to produce a receipt.
Parts - Booking Parts To A Workshop Job
Просмотров 52 месяца назад
In this video, we show you how to book parts to a workshop job,
Parts - How to sell parts to customer
Просмотров 62 месяца назад
Parts - How to sell parts to customer
Why am I getting error "Not all time allowed allocated to technicians" when trying to invoice?
Просмотров 153 месяца назад
Why am I getting error "Not all time allowed allocated to technicians" when trying to invoice?
Vehicle Admin - Manually adding to the price list
Просмотров 73 месяца назад
Vehicle Admin - Manually adding to the price list
Adding extra analysis onto the profit report - dealer options
Просмотров 13 месяца назад
Adding extra analysis onto the profit report - dealer options