Introducing Aptora Teams This Windows Application allows users to send messages back and forth to their coworkers, inside the office, and outside the office. It features an easy to use interface, lightning-quick performance, and “no-touch” software updates. Users can chat with other employees, whether they are at their computer or working in the field using Aptora […]
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What Are Automated Text Messages? This help topic tells you how to set up automatic text messaging and reminders in Total Office Manager and Aptora Mobile II. Be sure to see the help topic on how to use this feature. Aptora Mobile II includes an automated texting system for reminders, confirmations, and thank you messages
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Inventory Unit of Measure Often companies purchase an item and sell that item in smaller portions. You might purchase a 20’ piece of pipe and sell it by the foot. Unit of Measure (or UOM) allows you to easily buy in bulk and sell that item in smaller pieces. For example, you may have an
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Introduction The Item Category List is used to setup and manage the item categories in an organization. Item categories allow for the logical grouping of like Items. For example, a computer service company might have item categories for motherboards, cases, and memory. An HVAC service company might have categories for motors, thermostats, and A/C condensers.
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Introduction The Custom Footer List is used to manage custom footers. These footers are then available from print options when printing invoices, sales, credit memos, and related forms. Form Access From the main menu, click Company | Lists | Custom Footers The Custom Footers List, used to manage the footers which appear on invoices, sales,
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Introduction The Contact Log Topics List is used create and manage the topics which appear in contact logs. Logs are used for entering notes and contacts for your customers, vendors, employees, your own company, and assets. Topics help organize contact logs. Examples might include Pre-Sales Questions, Post Sale Questions, Support, Collections, Sales Call, etc. Form
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Explaining the Updates Sales Department Utility The Update Sales Departments Utility is used to make mass changes to sales and invoices. It does so by updating individual line items to reflect the same Department that is specified in the Invoice header. Using the Utility When you create a sale or invoice, you have the ability
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Introduction The Update Retail Price Utility is used to change the retail price of serialized items and inventory items. As these types of items are purchased, the average direct cost is automatically updated. However, the retail price, which is usually calculated in some way based on average direct cost, may remain unchanged. This utility updates
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Marketing Campaign Management Marketing is a very important part of management. It is strongly recommended that you setup and use a comprehensive list of marketing types. Marketing types are used to identify which methods of marketing are working, so informed decisions about marketing expenditures can be made. Examples of marketing types might include “Newspaper”, “Yellow
Introduction The Company Information window stores general data such as business name and contact information, business structure, slogan, various tax numbers, start date, fiscal year information, and more. It is where to point Total Office Manager to your company logo so it can be used on invoices and elsewhere. Entering company data in this window
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