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SohoOS User Manual
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© All rights reserved – SohoOS.Com
SohoOS User Manual
Table of contents
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Creating an account ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Starting up ‐ Personalizing your SohoOS account ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Company information and details ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Importing your contacts ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ System counters ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Currencies & exchange rates ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Tax calculations ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Terms and conditions ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ User management ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Web‐mail settings ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Changing your password ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Account balance and activity monitor ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Your personal dashboard ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Utilities ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Document management ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Project management ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Calendar ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ E‐mail ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Communication ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ SMS messages ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ VoIP telephone calls ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Mass mailing ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Sending faxes ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Contact management ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Sales & Marketing ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Managing accounts ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Tracking leads ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Sales quotes ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Sales orders ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Potentials ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Campaign tracking ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Invoices ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Requesting payment ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Inventory ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Products ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Services ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Vendor management ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Price books ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Purchase orders ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Tools ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Freelance arena and project board ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Business documents & templates ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Generating reports ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Personalizing a module view in SohoOS ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ SohoOSMe – Online business directory ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ LeadsWidget – Get more customers ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐
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© All rights reserved – SohoOS.Com
SohoOS User Manual
Creating an account with SohoOS
To use SohoOS, you first need to create an account. To do so, please go to the SohoOS homepage located at http://www.sohoos.com and click the “Sign Up” button on the top right‐hand of your screen. A box requesting initial details will appear. Please fill in your desired business name, your user name as well as your email address. These will be used in order to create a personalized account with your business name. The user name you enter will be defined as the administrator for the account. Make sure you enter a valid e‐mail address. This is crucial since all notifications regarding your new account will be sent to that e‐mail address. This email address will also be used for password recovery, so make sure it’s one you check often. You may also choose to enter an international phone number. This will be used to send you an SMS notification telling you when your account is ready for use.
Image 1 ‐ SohoOS Sign Up screen
Once you completed entering all of your details, an email will be sent to you telling you that your request was received. It takes approximately 3 minutes to create your account, so stay tuned. Once your account is created, another email will be sent with the login details. Every time you log into your account, a non‐intrusive “Become A VIP Member” will show on the bottom right‐hand side of the screen. VIP membership not only allows full usage of all premium services available in the system, it also provides you with extra cash, direct support from our team and even training. Make sure you check it out to join our VIP member program. ‐ 3 ‐
Image 2 – Company Details ‐ 4 ‐ . This will enable you to start using the system as smoothly as possible and with minimal configuration in the future. It is recommended to enter as many details as possible regarding the company. user base etc. counters. this screen will automatically appear when you first log in. These details will also appear on your SohoOSMe business page. The first thing you should do once you have successfully logged into your account is to make sure that you update all of the company details. These details will aggregate to every feature in the system such as your invoices. Click the “Settings” link on the top right‐hand side of your screen to choose from the different modules you wish to customize. Company information and details By default. since the first thing that needs to be done is to set up the details of your business.© All rights reserved – SohoOS. purchase orders etc.Com SohoOS User Manual Starting up ‐ Personalizing your SohoOS account Every business is different with different information and different needs. or skip to the next item for a step‐by step guide.
Once you click “Retrieve Contacts” a screen will appear with all of the contacts from your web mail provider. it is important that your contacts are already there when you start. ‐ 5 ‐ Image 3 – Importing your contacts . Once you are done entering all of the relevant information. You can choose to import your contact as a lead. You may also upload a personalized logo to the system. Importing your contacts To start using SohoOS efficiently. On the right side of every contact is a drop down box. click “save” and move on to the next phase. so you can collaborate better in the environment. Finishing the process means that the contacts selected will be sent an email notification informing them and inviting them to join as well. Your password will only be used to retrieve your contacts and is not stored on our system.© All rights reserved – SohoOS. This logo will be your stationery header for all documents leaving the system. If you don’t wish an invite to be sent out. simply uncheck the contact next to its name and an invitation will not be sent. a vendor or just as a contact. Hotmail etc… All you have to do is enter your e‐mail address followed by the password you use to log in to your email provider and click “Retrieve Contacts”. SohoOS allows you to import them directly from all major web‐mail accounts such as gmail. an account. Important note: Your privacy is crucial to us. By default. Importing your contacts is a very easy process. company information already holds data in it. Yahoo! Mail. Click the “Get your contacts” button located on your dashboard. Click “Edit” and enter the correct information for your business.Com SohoOS User Manual Click the “Company Information” button on the right side of your dashboard.
Once inside the module. a product. You may also add a user directly from your dashboard by clicking the “Add New User” button on the right‐hand side. or choose to add a new one. the person who opened the business account is defined as the administrator of the system. a lead or any other item on the system.S. To begin setting up users for your business. Click “Edit” next to the currency you wish to modify and personalize it to your convenience. and click “Save”. We already entered a default message on your behalf. To finish the process. Every user can be defined as a regular user with limited permissions. as percentage. choose from the drop down box on the right‐hand side the module you wish to edit and set the prefix you want. Once clicked. User management By default. You will be re‐directed to a screen where user permissions can be set. Currencies & exchange rates By default.© All rights reserved – SohoOS. an email will be sent to them with login details. so make sure you change it to fit your business needs. followed by “Tax Calculations”. When adding a new user. click “Save”. SohoOS uses U. If you wish to change your default currency. An administrator may choose to add users who have certain roles in the business. the dos and don’ts for each user. Set the correct permissions. Each currency comes with a default exchange rate. They are the record numbers for each and every module. click the “Settings” link on the top right‐hand side of your screen and choose to edit “Counters”. You can choose to edit a pre‐defined tax calculation or create a new one by clicking the “Add Tax” button. Click the “Settings” link on the top right of your screen. Tax calculations Every country has its own tax laws and every business needs to comply with the local tax regulation. with certain permissions. Once the user is generated in the system. Dollars as the default currency. or as an administrator. Important tip: You can change the default currency for a new user. You can also choose a different currency in every transaction screen all over the system.Com SohoOS User Manual System counters System counters are the number identifier that is auto‐generated when you create an invoice. Terms & conditions This is the footer that will be attached to all legal documents leaving the system on your behalf. Click the “Settings” link on the right‐hand side and edit your T&C. create a new user with administrative privileges and set his default currency as something else. followed by “Users”. click “Save” and you’re ready to go. together with start number sequence. You may edit any of the currencies available on the system by default. To begin. click the “Settings” link on the top right‐hand side. fill in all the relevant fields for that specific user and click “Next”. ‐ 6 ‐ . enter the name of the desired (or undesired) tax and its value.
If you do not know the correct configuration.com Username: your web mail username Password: your web mail password Mail protocol: IMAP2 SSL Options: SSL Certificate validation: Do not validate SSL cert Once finished. For example. you need to define the email servers and options used to access your email account. ‐ 7 ‐ Image 4 – Setting up Web Mail . You can now access it directly by clicking “Utilities” followed by “E‐mail” on your navigational bar.gmail. please check with your mail provider for the settings required. the settings should be as follows: Incoming server: imap. click “Save Changes” on the right‐hand side and your mail is configured and fully operational for work.Com SohoOS User Manual Web‐mail settings Working with SohoOS is much easier if you also use it as your email client.© All rights reserved – SohoOS. if you are using a gmail account. To do so.
© All rights reserved – SohoOS. The bottom table shows you all premium usages in your account. Our price book for premium services is located on the right.Com SohoOS User Manual Changing your password To change your password. it also acts as an activity log for your account. You will be re‐directed to a screen asking you to enter a new password. My balance not only specifies the remainder of funds available for your use. For a detailed view on what’s been going on in your account. you may also click balance link on your top right‐hand side. Account balance and activity monitor Your account balance appears on the top right‐hand side of your screen. Deposit funds into your account to take full use of all premium services available in the system. Adding funds to your account is done using a secure transaction server. Image 5 – Viewing your account balance and activities ‐ 8 ‐ . click the “Password” link on the top right‐hand side. Validate it one more time and you’re done.
edit your company information or import your contacts. which provides shortcuts to the most important features. Image 6 – Your personal dashboard ‐ 9 ‐ . If the answer does not exist in our database. you are automatically shown your personal dashboard. From here you can directly create an account.© All rights reserved – SohoOS. you can send a question directly to our support team from within the help section. an invoice or anything else that generates a record in your system. Your dashboard allows for a top‐down view of your account activity.Com SohoOS User Manual Your personal dashboard Upon logging in to the system. You’d be surprised how helpful people can be. The middle button opens a navigational bar. Feel free to engage your business surroundings using the social feed. The bottom button provides an online help module that offers frequently asked questions and answers. a lead. The table on the bottom right‐hand side provides you with general statistics about your account. combined with a social feed generated from status updates by the SohoOS community. By entering a message in the status box you can easily share information with the rest of the SohoOS community as well as reply to the feed directly. The top button provides you with a tool tip for whatever features you are currently working on. You may add a new user directly from the dashboard. On the left‐hand side of your screen are three green buttons.
Start by organizing your documents in a folder‐like structure. choose in which folder you want it stored. your folder will appear on the folder list. Here you can easily create folders and store documents that will be accessible from anywhere in your account. Click the “Add Folder” button and give your new folder a name and a description. Once saved.Com SohoOS User Manual Utilities Document management The SohoOS solution provides you. To begin the process. Clicking the title of the document you uploaded will take you to edit mode. choose a file to upload and click “Upload Document”. Clicking the file name will allow you to download the file directly from your web browser. among many other things. the document will be accessible through the folder view. Once saved. a fully featured document management system. Image 7 – Document Management Now click “New Document”. you can also create one from scratch using the built‐in editor. in edit mode. ‐ 10 ‐ . You may also choose to assign the document to a specific user either when you create it or after it has been created. click the “Utilities” tab followed by “My Docs”. Give your new document a title.© All rights reserved – SohoOS. You don’t have to upload a document.
The bottom part of the activities screen provides you with chart‐like information regarding the progress of your project. assign it to a specific user as well as any other information you think is necessary. ‐ 11 ‐ .© All rights reserved – SohoOS. Simply click the “Add New” button next to the desired activity and fill in the details. you can edit it and go directly into the “Activities” tab. It is dependent on the data that was filled in per task in the project. Start by clicking the “New Project” button on the top. Fill in the relevant details for the project including the start and end date. click “Utilities” followed by “Projects”.Com SohoOS User Manual Project management Managing a project is always a pain. Here you can create and assign tasks & milestones. That’s why you can find a completely free project management solution embedded in SohoOS. To begin. Image 8 – Project Management Once the project was created. attach relevant documents and much more.
monthly or yearly view on the top. click the event itself and it will automatically switch to edit view.Com SohoOS User Manual Calendar Fully integrated into your platform is a calendar that interfaces with every module in the system. click the “Utilities” tab on the top navigational bar followed by “Calendar”. Before you will appear the default weekly view. Remember than the system will not let you schedule an event if the time for that event had already passed. Hovering over a specific time slot will show a little plus sign. Clicking it opens a miniature task manager where you can create list items. To edit a specific event. To begin. assign them to account users and track their activity. ‐ 12 ‐ Image 9 – Your personal calendar . Clicking it will open a small window where you can fill in the relevant data for your event. Next to the “Events” tab is another tab labeled “To Dos”. You can easily switch views by choosing either a daily.© All rights reserved – SohoOS. weekly. It is designed so that you can access it from wherever you are and assign events from wherever you want.
If you did not complete the relevant web mail settings. leads and vendors directly from within the platform. the top right box shows the list view of the emails available and the bottom part shows the actual messages. click the “Utilities” tab followed by “Email”. you will automatically be taken to the settings page.© All rights reserved – SohoOS. To begin. Image 10 – Working with Emails Managing your email directly from within SohoOS is extremely simple. The SohoOS email application behaves just like any other email application ‐ but it is now linked directly to your SohoOS account. you should see your inbox in an easy‐to‐use interface built to make everything simple and structured. Adding your email account lets you send business documents and interact with your clients. Since we believe that you know how to use email. To compose a new message. If you wish to reply to a message. On the left are the folders or labels you pre‐defined in your web mail. choose it from the list view and click “Reply”. using your pre‐existing email. no further instructions are needed here. This feature was made available in order to complete the cycle needed to make the system a complete turnkey solution for your business. click the “Compose Mail” button on the top. part of setting up your system.Com SohoOS User Manual E‐Mail SohoOS allows you to import your email account directly into the system. Fill in the relevant details and click “Save”. ‐ 13 ‐ . If you have already defined your email server configuration in the “Web Mail Settings”.
© All rights reserved – SohoOS. Communication services are premium services.S. You can either choose a contact directly from the list. enter the country code on the left using the “+” sign. click the “Become a VIP” button on the bottom right site of your screen. Only contacts that have a mobile number entered into their details will appear on the list. the pre‐defined price per SMS sending will be deducted from your account balance. For example.Com SohoOS User Manual Communication SohoOS integrates numerous communication services directly into your account. or type in the recipient’s number directly. Since SMS is a premium feature. followed by “SMS”. Number should begin with a “+1” followed by the number itself. All you have to do is click “Communication” on the top navigational bar. and hence funds need to be deposited into your account balance for you to use them. SMS messages Sending SMS messages to your contacts directly from within SohoOS is extremely easy. click the “Communication” tab on the navigational bar. To deposit funds into your SohoOS account. Image 11 – Sending SMS messages Now fill in your number. To access these services. This is the number that will be shown in the sent SMS as the “reply to” number. an SMS sent to a U. ‐ 14 ‐ . Important note: When entering the SMS recipient’s number. On the right‐hand side is your contact list. Write down your message and click “Send SMS”.
Simply choose the contact you wish to call from the list located on the right‐hand side (only contacts who have a telephone number defined will show). SohoOS will now hook up both lines directly. Your telephone will ring. and nothing is simpler. For example. the pre‐defined price per call will be deducted from your account balance. Pick it up and wait to be connected. Once the other party answers the call. The quality of the call is amazing and the pricing is unbelievable. the VoIP call will begin. Image 12 – Making VoIP calls Since VoIP calls are a premium feature. Enter your number below and click “Call”. should begin with a “+1” followed by the number itself.© All rights reserved – SohoOS. and is becoming the standard for telephone calls as the world moves towards internet‐based infrastructure.S. enter the country code on the left using the “+” sign. or enter their number manually in the “VoIP Recipients” box. calls to the U. ‐ 15 ‐ . Important note: When entering the call recipient’s number.Com SohoOS User Manual VoIP telephone calls VoIP stands for “Voice Over IP”. You can use SohoOS to make telephone calls.
Finished? Click “Send”. You will be charged only for sending mass mails. The list on the left shows all of the contacts that were supplied with an email address. By default. Regular emails send from the email feature are free of charge. If you wish to format a message in HTML. Built into the SohoOS platform is a simple to use a mass mailer. ‐ 16 ‐ . the editor is a text‐only editor. By signing up with SohoOS you agreed not to send any kind of spam mail whatsoever. You may choose as many contacts as you want or choose “Select All” on the top of the list. click the “Looking for a plain text html editor?” link. product updates etc. Important note: No one likes spam.Com SohoOS User Manual Mass mailing Being able to send out emails in mass distribution is key when wanting to send a general message to a large number of people. Selected contacts will be marked in green. Image 13 – Sending mass emails Mass mail is a premium feature. or for marketing campaign distribution in the form of newsletters. Now type in your details and the message you want to send. Simply navigate to “Communication” on the top navigational bar followed by “Mass Mail”.© All rights reserved – SohoOS. Your account will be charged with the relevant fee in accordance with the number of emails sent.
Contact management On your navigational bar is a link to “Contacts”.Com SohoOS User Manual Sending faxes In order to send a fax message directly from the system. but they are not associated with any other module in the system. To create a contact. click the “Communication” tab on your navigational bar followed by “Fax”.© All rights reserved – SohoOS. leads & vendors. and click “Save”. click the icon next to the search and import your contacts directly from you web mail. simply click the “New Contact” button on the top. You can also search through your contacts by clicking the magnifying glass icon. This is a unified view of all the contacts you have in your account. it will still show up on all the communication screens. Your account will be charged with the relevant fee in accordance with the number of faxes sent. When a contact is defined simply as a “contact”. It includes contacts. Fax sending is a premium feature. ‐ 17 ‐ Image 14 – Contact management . or enter their fax number manually. accounts. Choose the contact to whom you wish to send the fax from the list on the left. phone number etc. A list will pop up asking you what type of contact you wish to create. address. Choose the relevant type from the list and fill in the details such as name. Choose a file to send and click “Send”. If you wish to import a contact list in bulk.
Simply click “Sales & Marketing” from the top navigational bar. where you can easily change the way “Accounts” works for you. Clicking the icon will take you directly to the relevant page in the “Settings” module. including mobile numbers. quotes. These will be linked to communication features as well as to financial services such as invoices. It is imperative to fill in as many details as possible. while the icon allows you to export them. click the “New Account” button located on the top left‐hand side. ‐ 18 ‐ Image 15 – Managing your clients . sales orders. To search through your accounts. These activities include keeping an eye on your clients (called “Accounts”). marketing leads. All of these features work together in order to help you best manage your business from a single location. Managing accounts These are the contact details of your clients. Clicking the icon will allow you to import accounts using a CSV type file. To create a new account. fax numbers and billing address. potential clients and campaigns.Com SohoOS User Manual Sales & Marketing The SohoOS solution comes with built‐in features designed to assist you in managing all of your marketing activities.© All rights reserved – SohoOS. click the magnifying glass icon.
click the “New Lead” button. you want to have as many details as possible available for you to start working with. word of mouth. edit the details and change the status. Converting a lead turns it into a potential client. Tracking your marketing leads is a key component of customer generation and retention. You may also edit a lead by clicking the name. Image 16 – Lead Management When creating a new lead. followed by “Leads”. If your lead converted into a client. ‐ 19 ‐ .Com SohoOS User Manual Tracking leads Marketing leads are contact details of people who may turn out to be customers. trade shows etc. Once the lead is contacted. They can be generated through a wide variety of ways such as marketing campaigns. make sure that you fill in as many details as possible. while the icon allows you to export them. You may search your leads using the magnifying glass icon on the top. edit the details and click the “Convert” button on the top right. Once you convert the lead. You will see a list containing all the leads that currently need addressing. uncheck the “Do not create a New Potential upon Conversion” check box and click “Save”.© All rights reserved – SohoOS. Clicking the icon will take you directly to the relevant page in the “Settings” module. If you wish to convert it directly into a client. Clicking the icon will allow you to import leads using a CSV type file. Begin by clicking “Sales & Marketing” on the navigational bar. where you can easily change the way “Leads” works for you. In order to create a new lead.
you will see all the relevant activities performed on the quote under the “Activities” tab. click the “More” tab and change them. On the right are action buttons that allow for different activities such as “Create Invoice”. When a quote is turned into a sales order or an invoice. it does not disappear from the quotes list. you must fill in not only the contact details of the prospective client. but also the list of products and services. Once you click the quote name.© All rights reserved – SohoOS. Once a quote is created and saved. When you create a sales quote by clicking the “New Quote” button on the top left‐hand side. It details the work or products you are about to supply as well as the price it will cost. Once accepted it will become a sales order. you will be re‐directed to the relevant screen. click the quote name in the quotes table. Once clicked. Make sure you update your product inventory and your accounts prior to starting work with quotes. “Create Sales Order” etc. If you wish to change the terms and conditions for this specific quote. as well as “Services”. ‐ 20 ‐ Image 17 – Quotes List . The prices for products and services are taken directly from the “Products” module under “Inventory”. Begin with clicking “Sales & Marketing” on the top bar. You can also click the icon that will take you directly to the relevant page in the “Settings” module. It will make the whole process much easier. followed by “Quotes”. where you can easily change the way “Quotes” works for you.Com SohoOS User Manual Sales quotes A sales quote is a document offering basic information regarding a product or service you wish to supply. Tax calculations are based on the tax settings definable under “Settings”. followed by an invoice.
as described in the “Quotes” section. or by clicking “Create Invoice” if you have already received confirmation from your client.© All rights reserved – SohoOS. click the icon on the top and go directly to appropriate settings screen where you can customize it to fit your needs. Once a sales order is created and sent. ‐ 21 ‐ Image 18 – Sample Sales Order .Com SohoOS User Manual Sales orders Once a quote is generated. or generate a sales order from scratch. To change the way your sales order screen behaves. A sales order contains all of the information defined in a quote. sent out to a client and accepted. as well as adding or removing custom fields. an invoice needs to be issued. click “Sales & Marketing” followed by “Sales Orders”. To do that. Once the sales order is created and saved. When clicking “Create Invoice”. you can email it as a PDF directly from within your system by clicking “Mail PDF” on the right‐hand side. all of the details that appeared on the sales order will be transferred into your invoicing module. together with payment details such as payment duration. You can start the process by choosing the relevant quote and converting it into a sales order. a sales order needs to be created and sent.
You can start by clicking “Sales & Marketing” on your top navigational bar. Clicking the icon will take you directly to the relevant page in the “Settings” module. Image 19 – Sample Potential Client Different activities can be performed on a potential. They are prospecting. ‐ 22 ‐ . You will be requested to provide a CSV type file. You can create a new potential client from scratch by clicking the “New Potential” button on the top.Com SohoOS User Manual Potentials These are leads that have expressed interest in becoming clients. or just hanging in there while you negotiate with them. while the icon allows you to export them. To perform these actions. click the “Activities” tab located next to the “Details” tab. such as related products. You can easily import potential clients by clicking the icon. services. documents. or choose a marketing lead and click “Convert”. it becomes a potential client by default. activity history. followed by “Potentials”. but had not yet converted in full. shopping around. Once a lead is converted.© All rights reserved – SohoOS. where you can customize the way this feature works for you.
click the change its behavior under “Settings”.Com SohoOS User Manual Campaign tracking Marketing campaigns are intended solely to generate clients. When entering all of the relevant campaign information. leads. ‐ 23 ‐ icon and . Image 20 – Campaign Details Associating marketing leads with a specific campaign is crucial to understanding how well it performed (the conversion rate). Clients are generated from leads. accounts and such to it by clicking the “Activities” tab on the right side. You should begin with creating a new campaign by clicking the “New Campaign” button on the top. Start by clicking “Sales & Marketing” on the top navigational bar followed by “Campaigns”.© All rights reserved – SohoOS. make sure you attach different activities. Understanding the conversion rate will allow you to get the full picture of your ROI (return on investment). If you want to change the way the campaign module is defined.
Image 21 – New Invoice If you created your invoice from a sales order or a quote. all of the relevant data will be automatically added to your new invoice. you can easily mail it in PDF format or directly request a payment from your client. You can also click the icon and be taken directly to the relevant page in the “Settings” module and personalize your invoice module. as well as choosing the relevant account. Your client already received an initial quote and approved it. ‐ 24 ‐ . A product that’s added to an invoice will be deducted from your inventory. and now it’s time to get paid.Com SohoOS User Manual Invoices An invoice is the last stage in a client’s cycle. or you can generate an invoice from scratch by clicking “Invoices” on the top navigational bar. If you are starting from scratch. make sure to add the relevant products or services. Once you’re done inputting the data and saving the invoice. a sales order was generated and sent. If you haven’t yet done so go to “Settings” and define your invoice start number and prefix as described in the “Personalizing your SohoOS Account” section.© All rights reserved – SohoOS. You can generate an invoice directly from a sales order or quote. the work was completed. Invoices are numbered. as described in the relevant sections.
Clicking it will initially open up a small window asking you for your primary PayPal email. Every account has a contact person and must have an email address defined. All transactions are secure and do not incur extra charges other than those charged by PayPal. Fill in the relevant email and click “Submit”.Com SohoOS User Manual Requesting payment Integrated into the SohoOS platform is full PayPal support.© All rights reserved – SohoOS. Important note: You can request payment from a client only if the invoice is related to a specific account. and a link will be supplied allowing your client to pay you directly. ‐ 25 ‐ . The icon “Request Payment” is located on the right‐hand side of the invoice. The invoice will be attached in PDF format to the request. This means that you can request direct payment from your clients using a PayPal interface and have the money deposited directly into your SohoOS account. You can change the message to fit your needs. Now close the window and click “Request Payment” again. This time an email window will show with a message to your client.
Com SohoOS User Manual Inventory Keeping tabs on your inventory is crucial when running a business. Products To begin. Vendors who supply you with products need purchase orders and products can be bundled together in pricebooks.© All rights reserved – SohoOS. a purchase order or an invoice. But inventory is not just products and tangible goods. you can easily import them into the system by clicking the icon. ‐ 26 ‐ . but also directly create a sales quote. including assigning a vendor and assigning a price. Image 22 – Products Start by clicking the “New Product” button on the top left‐hand side. a sales order. Make sure you fill in all of the relevant information on the product page. select “Inventory” followed by “Products” on your top navigational bar. If you already have a list of products. A service is also regarded as a product. helping you to always know what’s going on in your warehouse. The Product page allows you to not only view your product inventory status. while the icon allows you to export your products. Clicking the “More” tab will allow you to define how many of these products are in your actual inventory. You will be requested to provide a CSV type file. That’s why SohoOS comes with a built‐in inventory feature.
a sales order. you can perform and view a wide variety of activities linked to the service such as assigned invoices. documents. you can easily import them by clicking the icon. or a purchase order if these are services that you are buying from someone else. If you already have a list of services. click the “New Service” button on the top left‐hand side. To bring the process into fulfillment. Clicking the icon will take you directly to the relevant page in the “Settings” module. ‐ 27 ‐ . Once the service is created. Therefore it makes sense that you should be able to connect them directly to a sales quote. an invoice.© All rights reserved – SohoOS.Com SohoOS User Manual Services Not every business sells products. SohoOS provides solutions to both. while the icon allows you to export them. accounts etc. You will be requested to provide a CSV type file. Freelancers and service providers who bill by time spent or type of job require a specific way to bill their clients. Start by clicking “Inventory” followed by “Services” on your top navigational bar. click one of the icons on the right‐hand side to create a sales quote. are the things that you sell. an invoice. where you can personalize your services module. just like products. Services. All of the data will be inserted automatically with your preferred action. a sales order or a purchase order. Image 23 – Managing services To create a service in your system.
© All rights reserved – SohoOS. simply click the the “Settings” module.Com SohoOS User Manual Vendor management If you are a business that buys its goods from different suppliers. You can automatically generate a purchase order by clicking the icon on the right‐hand side. If you already have a list of vendors. icon and you will be taken to the relevant page in Image 24– Vendor details Ordering parts from a vendor is made through a purchase order. since these details will be needed for usage with the different communication services bundled in the system. you can import a CSV file by clicking the icon. or added through the contacts feature described in a previous section. Click the “Inventory” tab followed by “Vendors” to start working. Don’t forget to include their telephone number and e‐mail address. A vendor can be added directly from within this screen. you need to be able to keep tabs on your vendors. Click the “New Vendor” button located on the top left‐hand side and enter all of the relevant details. If you wish to customize your vendor’s page. The icon allows you to export all of your vendor data. ‐ 28 ‐ . so it’s imperative that your vendor’s contact details are correct.
Once entered and saved. Click “Select” on the right‐hand side and a window will open with all the products you’ve inputted into your account. Bundling products or services together helps you work with greater ease. where you can customize the way the pricebooks feature looks and feels. ‐ 29 ‐ . Clicking the icon will take you directly to the relevant page in the “Settings” module. Image 25 – Available products in a pricebook You will be asked to provide some basic information regarding your pricebook. The reason for this is that you don’t always want to offer the same quote to different clients. Click the “Activities” tab and select all of the relevant products and services that need to be included in the pricebook. Check the relevant products and click “Add to pricebooks”. This helps you in assigning different priced catalogues. Start by clicking the “Inventory” tab on the top navigational bar.© All rights reserved – SohoOS. you will be shown a detailed view. To create a pricebook. click the “New Pricebook” on the top left‐hand side. Now click “Pricebooks”.Com SohoOS User Manual Pricebooks SohoOS allows you to bundle products and services together in pricebooks. Important tip: You can define a different list price when adding a product to a pricebook.
including assigning specific custom fields. where you can customize the way purchase orders behave in your platform.© All rights reserved – SohoOS. Enter the relevant data required. only this time you are the one who is paying. Purchase orders are similar to sales orders. You can create a purchase order directly from a product page. a vendor page etc. ‐ 30 ‐ . Start by clicking the “Inventory” tab followed by “Purchase Orders”. Clicking the icon will take you directly to the relevant page in the “Settings” module. Don’t forget to assign the purchase order to a specific vendor or you will not be able to e‐mail it directly from within your system. Click “New PO” on the left‐hand side to start the process. Image 26 – Detailed purchase order Once the purchase order is created you can export it in PDF format and save it to your computer. or e‐mail it directly from within the system by choosing “Mail PDF” on the right‐hand side.Com SohoOS User Manual Purchase orders When you order parts from a vendor you must first issue a purchase order. You can include products or services with a designated price.
See a project you are interested in? Click “Apply” and get all the details about the project.Com SohoOS User Manual Tools Freelance arena and project board The SohoOS project board is a wonderful tool to help every business find work and locate freelance suppliers all over the world. For additional information regarding the cost of this feature. and therefore posting a project to the project board incurs a fee. browse by category from the right‐hand side pane. It combines the largest freelance arena online. showing the top projects available. To begin. or search the project board by entering your skills or interests directly in the search box on the top right‐hand side. Make sure you post a start and end date for your project as well. with global offerings easily accessible directly from your platform. click the “Tools” section on the navigational bar. followed by “Project Board”. Simply click the “Post a Project” button on the right‐hand side and enter the relevant details.© All rights reserved – SohoOS. Image 27 – Freelance arena and project board You may also post a project to the project board. Important note: This is a premium service. including the skill set required and the budget. ‐ 31 ‐ . You may either apply to a project directly from the list in front of you. please go to the project board page under “Tools”.
© All rights reserved – SohoOS. Important note: Business documents and templates are a premium feature. click the “Tools” tab followed by “SohoDocs”. Image 28 – Business documents and templates ‐ 32 ‐ . the price will be deducted from your account balance. To begin.Com SohoOS User Manual Business documents and templates SohoOS makes an effort to provide its users with as many business tools as we can in order to make the experience of running a business a complete one. and the majority of the documents are offered at a significantly reduced cost. or you can choose a category to which the document you need relates. One of the numerous features we provide is a database of over 700 business documents and templates. These business documents range from documents regarding entrepreneurship to technology. you can find it here. please deposit funds into your account via the “Utilities” ‐‐> “My Balance” or become a VIP member by clicking the “Become a VIP member” icon on the bottom right‐hand side of your screen. Now you can choose to purchase this document or simply download it. Whatever you need. Once this is done a window will show you a preview of the document you requested. If you choose to buy the document. if it’s provided for free. To add funds to your account. all available directly from within your platform. from business plans to standard forms. You can either begin by typing the name of the document you are looking for into the search box in front of you.
enter the basic details of the report.© All rights reserved – SohoOS. Generating a report consists of 8 steps. ‐ 33 ‐ Image 29 – Generating reports . Next choose the related module from the list. click “Reports” on the top navigational bar. You may choose to edit one of these reports instead of creating a new one from scratch. To begin. Once you’ve clicked “Next”. from account management to products or services. SohoOS offers a complete reporting system that gathers information from each and every module in the system and analyzes it extensively. which means assigning permissions to account users to view the report. You can group the data. followed by the specific columns you wish the report to contain. The final part of report generation is to specify sharing. SohoOS comes with built‐in with sample reports. The data in these reports is taken directly from your account. A drop down list will appear asking you to specify a related module to the report. First. so the first thing you should do is to click the “New Folder” button. Give your folder a name and a description. choose the report type. Choose the relevant module and a window will open. Reports are stored in folders.Com SohoOS User Manual Generating reports Every business owner needs to be fully aware about what’s going on in the business. Reporting is a key feature when trying to achieve better business practices. These modules include every aspect of the system. Now click “New Report” on the top left‐hand side. add calculations and specify filters.
Clicking it will take you directly to the editor where you can perform any change you want. Clicking “Arrange Related List” on the top allows you to view the modules related. Projects are related to Project tasks. arrange the relevance list and much more. You can use the arrows on the right to move them up and down. 3. Clicking the “+ Add Block” button allows you to add a block containing current and custom fields to your module view. You can choose where to place the block in your edit view. Image 30 – Personalizing a module Once inside the personalization screen.© All rights reserved – SohoOS. To do so. add and remove custom fields for each block.Com SohoOS User Manual Personalizing a module in the system Every module in the system can be customized to fit your needs. navigate to the module you wish to edit and click the icon on the top. there are several things you may choose to do: 1. You can add text blocks. ‐ 34 ‐ . milestones and documents. Using the arrows you can choose their order of appearance and clicking the icon will add a custom field of your choice. Every block of fields can be changed. This will change the view on the “Activities” tab when editing a project. Clicking the “Edit” link next to a field will open a box with the operations you can perform on the specific field. For demonstration purposes we chose to edit the “Projects” module. 2.
you can also add pre‐defined as well as custom fields.Com SohoOS User Manual 4. go back to the module you were editing through the navigational bar and see how the changes affected the behavior of your page. Make sure you choose the correct type for your field. Once you have finished all of the modifications for your module view and made sure that all of your changes were saved. In order to do so. click the icon and a box will appear containing the types of fields you can choose from.© All rights reserved – SohoOS. These custom fields will be made available in your module view. choose a “Number” field. choose “Pick List” from the list and define the values you wish for it to hold. ‐ 35 ‐ Image 31 – Creating custom fields . If the field will contain numbers only. In every block you create. They are an integral part of making sure that SohoOS is fully customized for your business practices. Custom fields can also be seen when creating a report. If it’s a list you wish to add.
sales orders. invoices. your permanent address will be located at http://sohoos.) as well as on your business contact page. In addition to basic company information. upon first login. sales quotes etc. you can also choose a color theme and add links to various URL’s and documents To make your web presence even easier to access. you will be asked to fill in your company information. This information is represented on all business documents coming out of your account (e.© All rights reserved – SohoOS.g. When someone fills the form and submits it. Since the goal is to not only provide a business management solution but also to assist businesses in collaborating.me/YOURBUSINESSNAME Your online business profile comes equipped with a contact form.Com SohoOS User Manual SohoOSMe – Online Business Directory SohoOS provides each business with a personalized landing page inside the SohoOS business directory. On your dashboard is a counter telling you how many people viewed your online business profile. the SohoOS directory meets these needs. and a notification email will be sent out to the relevant contact person. a lead will automatically be inserted into your “Leads” module. When you create an account in SohoOS. ‐ 36 ‐ Image 32 – Your personalized listing on the SohoOS Business directory .
Simply copy the code (mark it with your mouse and click “copy”). This widget is easily placed on all web presences. All you have to do is choose the required theme for your contact form by clicking the desired background color for your contact form. choose the required location and click “paste”. a portable contact form. in essence. social networks and many more. Save it and your done! All contact details sent through the widget from anywhere on the web will be automatically added to the “Leads” section of your “Sales&Marketing” tab. simply log into your account and click the new “LeadsWidget” icon on your dashboard.© All rights reserved – SohoOS. ‐ 37 ‐ Image 33 – Grabbing LeadsWidget from SohoOS . LeadsWidget is.Com SohoOS User Manual LeadsWidget – Get more customers for your business This powerful new tool is an extension to the SohoOS business directory. including sites. go to your website or blog editor. In the text box on your right a piece of code is available. or go to “Tools” followed by “Leadwidget”. To start using it. In the screen in front of you is an easy to use wizard that generates the required code. It allows you to receive leads from anywhere on the web by simply embedding one line of code to any web presence available. blogs. It will also appear on your business dashboard.
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