User guide

3
Contents
Before You Begin ............................................................. 11
About This Guide ........................................................................................12
Resources ....................................................................................................12
Conventions .................................................................................................12
Abbreviations .......................................................................................13
Screen Design .......................................................................................13
Buttons .................................................................................................13
Selection Techniques ...........................................................................13
Displayed Lists .....................................................................................14
Keyboard Commands ............................................................................14
Screen Savers .......................................................................................14
About SPOT .................................................................................................14
Operating Modes..........................................................................................15
Stand-alone ..........................................................................................15
Central Hosting ....................................................................................16
Getting Around the System.............................................. 17
Home Page ...................................................................................................18
Default Home Page View ......................................................................18
Home Page Elements ............................................................................19
Transactions View .................................................................................20
Process View .........................................................................................22
Summary View ......................................................................................23
Graphs View .........................................................................................24
Visual Invoice ..............................................................................................25
Invoice Mode ........................................................................................27
Order History ........................................................................................28
Security Access ...........................................................................................30
Security Modes .....................................................................................31
Sequence of Events .....................................................................................32
Customer Management.................................................... 33
Customer View .............................................................................................34
General Tab ..........................................................................................35
Details Tab ...........................................................................................36
CRM Tab ...............................................................................................38
Reminders Tab ......................................................................................39
A/R - CC Tab ........................................................................................40
Route Tab .............................................................................................43