Welcome this movie introduces you to the new SOHO 2.2 update.
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SOHO Navigation this movie introduces you the buttons and custom menus for navigation and operation.
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The
Purchase Module allows you to create purchase order that is linked to a vendor record and the line items on the purchase order can be linked to inventory records. Purchase Order records can also be linked to Vendor Bill records to see related payment history for the invoice. |
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The
Vendor Bills Module tracks all invoices linked to your purchase orders and can be linked to both vendor and inventory records. You can also link a vendor bill to a finance record by paying the bill from a finance account and even record the payment transaction on the fly! |
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The
Staff Module dedicated for staff members that use the database. Can be linked to almost any module and all new records in any module are automatically linked to the staff member that created them.
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The
Clients Module has records that can be linked to almost every other
module within the system. In this systems, a client
record can be linked to an invoice record, an activity
record, a purchased item, a campaign and even stored
files like pdf files or excel spreadsheets.
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Introducing | Linked To Invoices | Linked To Campaigns | Linked To Emails | Linked To Events |
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The
Invoice Module is module is where you enter in sales
transactions to clients. I've added a number of features including, emailing invoices, multiple payments
to an invoice and the ability to create
an invoice from a quote.
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The
Inventory Module is used to list all the products
or services that you will sell on an invoice. It has a
number of features including the ability to deduct from
inventory, show you sales history and even calculate reorder
amounts. In version 2.0, I've added a number of e-store
related features, most of them centered around online
sales via PayPal.
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The
Events Module is filled with records that generally
come from other modules. For example, you can create a
new event from the clients module for a new meeting, call
or to do event. The same is for a campaign record. I tend
to log all my programming for a customer from a campaign.
This means I can even keep track of billable hours this
way!
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The
Campaign Module is one of my favorites! A campaign
can be a milestone for a consulting project , an internal
design project, a marketing project or just something
that needs to be done but it may need to be linked to
any number of clients, events, vendors, emails or finance
transactions.
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The
Vendor Module contains records of the companies which products or services
are purchased from. You can use this to track purchases of inventory
supplies, purchases of office supplies, tracking of equipment
warranty and (my personal favorite) the tracking of conversations
with technical support and customer service representatives!
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The
Finance Module currently
has three main tabs. The first is transactions, which
allow you to see all the transactions for an account.
The second tab is for accounts such as checking accounts,
credit cards, savings accounts, 401K accounts and the
like. The third tab is for calculating a budget.
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The
Proposal Module
You can enter
in the various aspects of a proposal into regular fields.
You have an area that allows you to create individual
milestones with a low and high bid on the time. These
milestones can be sort and the proposed charge is calculated
automatically. Finally, you click one button and the entire
proposal is compiled and ready for printing or emailing!
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The
Quote Module
The quote module is
basically a lite version of the invoice module.
It allows you to create a number of quotes for the
client to look at. When the client approves one
of the quotes, you can click a single button and
all the details of the quote are added to a new
invoice. Quotes are also linked to the client file.
So you can see all the quotes you have done for
a client.
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The
Email Module is used to store records for incoming
and outgoing emails within the InBizness SOHO database.
Each record in the email table can be linked to
the other main modules such as clients, campaigns
and vendors. There is a lot of potential in this
module and chances are it will need to be customized
for each business entities unique ways of working
with email.
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The
Equipment Module
A place that allows you to quickly enter in the office
equipment you are using. You can enter information such
as purchase date, related vendor, extended warrarty information
and even linked files!
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The
Software Module
A place that allows you to quickly enter in the software
with license informationyou are using. You can enter information
such as purchase date, related vendor, access codes and
even linked files!
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The
Files Module, as said as it may sound, there are applications
other than FileMaker. You might need to use these in your
business day and this allows you to link them to different
SOHO modules.
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The
Mileage Module is a quick and easy way to add your
mileage for business expense tracking and tax documentation. |
