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Create a connection between Zoho Books and ALIX
Summary It's is essential to create a two-ways connection between Zoho Books and ALIX. Without this connection, ALIX can synchronize information with Zoho Books, but the other way doesn't work. BEFORE creating the custom function, you need to create ...
How to create, edit, delete and cancel a sales order
Summary Sales orders are all the sales made by the organisation. It is possible to associate one sales order to « Sales project » and multiple sales orders to « Standard » project. To know more about project types, see the article on this subject. ...
How to create and send a purchase order
Résumé This article explains how to create and send purchase order to vendor. Purchase order ensure supply of inventories. Once the purchase order is at status "Issued", the inventory are at status "Ordered". Create a purchase order Go to Purchases ...
How to create and edit customers and vendors
Summary This article describes how to create and edit customers and vendors. Since their screens are almost identical, the procedure described here works for both entities. The information recorded in these sections is essential for several ...
How to Create Departments, Positions, and Shifts
Summary Departments, positions and shifts established within your organization can be assigned to ALIX talents. Departments Go to Talents - Departments. Press the + at the top left to add a department. To delete a department, press the x next to it. ...