User guide

Welcome to the TALXIS user guide! We are glad that you want to learn how to use the application in your organization or you are just interested in business applications.

This documentation will guide you through the application, its components, where the components are located, and how to work with the entire application.

First you will go through the individual components such as navigation menu, list of records, form and then we will approach the individual type of applications and their management.

Table of Contents

• Start using application
  • Log in to the application
  • Select application
  • Navigation menu
  • Site map
  • View records
  • Forms and their components
  • Dashboards
• Learn how to work with contacts and companies (accounts)
  • Use contacts to manage people
  • Use accounts to manage companies
  • Track and manage activities
• Sales management
  • Develop sales from lead to cash
  • Create and manage leads
  • Work with opportunities
  • Won or lose an oppotunity
  • Manage quotes
  • Manage orders
  • Add products to order or quote
  • Gain insights with dashboards
  • Security and user privileges (in-progress)
• Contract management
  • Manage contracts
  • Roles in the contract process
  • Create and edit contract
  • Amend valid contract
  • Terminate contract
  • Add historical contract
  • Notify users about contract
  • Tasks during contract processes
  • Start and finish of review
  • Add review comment
  • How to handle review comment
  • Start approval
  • Approve or reject contract
  • Sign the contract
  • Contract validity end (preparing content)
  • Dashboard
• Procurement management
  • What is procurement?
  • Procurement process
  • Roles in procurement
  • Set up project
  • Create an manage purchase invoice
  • Add a purchase invoice detail
  • Sent an invoice for approval
  • Approval of purchase invoice
  • Mark invoice as paid