Daylite Sales Assistant
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Table of Contents
Daylite Sales Assistant
1
Daylite Sales Assistant — 1
1.General Usage
The User Interface
Details View
Activities View
Document View
Finance View
Supplier Finance View
Retainers View
The Quote Document Window
Invoice Document Window
Product & Service Window
DSA Preferences
The Global Section
Reports
Exporting to Excel or CSV
Payments Report
Document Summary view
Product & Inventory
Adding Product Extra Fields to a document
The Line Item Editor
Line Item Sets
Working with multi currency
Document Templates
PDF Generation
Adding your licence
2.Setting up Sales Assistant
Installing DSA
Installing Sales Assistant Templates
Data fields for Templates
Adding an additional logo to DSA
Setting up preferences
Document Settings
Document Numbering
Currencies
Taxes
Bank Accounts
Terms & Condition Setup
Locations
Suppliers
Warehouses
Product Groups
Line Item Groups
Payment Methods
Sales Approvals
User Restrictions
3.Quoting
Quoting in DSA
Setting the currency on the opportunity or project
Changing currency on a quote
Using the Location option
PDF Management
Editing a locked document
Winning a quote
Duplicating a quote
Spawning other document types from a quote
Updating the value of quote line items
4.Invoices, Sales Orders & Shipping
Creating an invoice from a quote
Making a stand alone invoice
Processing stock when invoicing
Invoice numbering
Invoicing Activities
Sales Orders
Packing Slips and Shipping Documents
Paying invoices
Volume discounts
Terms and conditions
Unpaid Invoices
Using fulfil and pending on line items while invoicing
Global Activity Reports
5.Supplier Orders / Purchase Orders
Making Supplier Orders
Making a supplier order from an invoice
Receiving stock from a Suppler Order
6.Products and inventory
Importing products from a spreadsheet
Preparing a product spreadsheet
The import test and final import.
The final import
Updating existing products and services
Importing products in Daylite Legacy (self serve)
Product Codes and Suppler Codes
Managing Non English formatted spreadsheets
Stocktakes in DSA
Stock level reporting
Product price lists
Break point pricing
Setting up volume price points for sell price
Setting up volume buy price rules
Packaged products
Managing Stock movements on invoices
Creating a packing slip from an invoice
Stock valuation
Adding a product to a Group
Sales with pending stock
Packing & Sending Orders
Making a packing slip from an invoice
Split orders and drop shipping
Stock on Hand and Available Stock
7.Payments, Deposits & Retainers
Paying an invoice
8.Finance Connectors
Xero connector
Moneyworks connector
Setting up the MoneyWorks Connector
Sending a quote to Moneyworks
Sending an invoice to Moneyworks
Sending a payment to Moneyworks
Working in the global view
Mapping Time&Budget Activities to Moneyworks
Saasu connector
9.Special Industry Workflows
DSA for Lawyers & Consultants
Time & Budget integration
Rights Management for artists & photographers
Unpaid Invoices Report
Paying an invoice
8.Finance Connectors
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