EVE
Installation
Options
Customers
- How to Find a Customer and the Customer Record
- How to Merge Customers Using the Auto Merge and Manual Merge Options
- How to Create a New Customer
- How to Set Up and Use Enquiry Sources
- How to Set Up and Use Customer Types
- How to Set Up and Use Mailing Lists
- How to use the customer search wizard for marketing
- How to Set Up a New Employee
- How to Make Information Mandatory on a Customer Record
- How to Set Up and Manage Customer Enquiries and Follow Ups
- How to Set Up and Use EVE for Contact Calls, Reminders and Popup Notes
- How to Work Out the Value of an Enquiry Source
Courses/Calendar
Marketing
- What is the EVE Agent and How to Turn It On?
- How to link the EVE Agent to Your MailChimp Account
- How to Create a MailChimp Account and Link to EVE
- How to Create a Campaign in MailChimp
- How to Set Up a New EVE Agent Auto Email Campaign Using MailChimp
- How to Set Up Course Promotions Using the EVE Agent
- How to Set Up Pre-Course Marketing Emails Using the EVE Agent
- How to Set Up SMS/Text Messaging
Inventory
- What are Cost/Profit Centres and Stock Types/Items?
- How to Set Up a Supplier
- How to Set Up a Stock Type
- How to Create a Stock Item
- How to Use the Excel Import Templates
- How to Import a Stock Item Import File into EVE
- How to Use the Inventory Search Wizard
- How to do an Inventory Count
- How to do a Retail Price Update
- How to Create a Simple Equipment Package Sale
- How to create a flexible package of stock items for sale (Equipment)
- How to Use the Purchases Search Wizard
- How to Create Purchase Orders
- How to create PO Deliveries & PO Invoices
- How to Import Rental Equipment
Rentals
Sales
- How to Set Up Different Invoice Types
- How to Set Up and Use Accounts
- How to Set Up Your Invoice Template, the Print Action and eReceipt
- How to Set Up and Use Gift Cards and Gift Certificates
- How to Set Up and Use Multi-Sale Items
- How to Set Up Discount Bands
- How to Set Up Different Discount Levels for Different Customer Types
- How to Set Up and Use Quotes
Servicing
Trips
Clubs
Reports
- How to Access Reports Under the File Menu
- How to Use the Sales Search Wizard – Invoices
- How to Use the Sales Reports under the File Menu
- How to Use the Sales Search Wizard – Payments
- How to Use the Purchases Search Wizard
- How to Use the Courses and Customers Reports Under the File Menu
- How to Use Charts
- How to use the Rentals and Services Reports Under the File Menu