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Quote
How do I close a quote?
Order
How do I view the documents against an order?
I would like to view all my actions against orders. How do I view that?
I created a purchase order and need to change the cost price. Can I do that?
How do I close an order?
I closed an order and I would like to view it. How do i do that?
Invoice
The bank details on the invoice documents need updating, how do I get these updated?
Why is there a rounding difference between Promotional Office and my Sage 50/200 system?
Customer
How do I create a new customer?
How do I search for a customer?
How do I add a credit limit?
How do I add a VAT number?
I’ve created a customer, but I needed them to be a supplier. How do I change this?
How do I make a customer inactive?
Why do some of the customers have customer numbers and some of them don’t?
System
How do I complete a task?
How do I trigger a product into Promotional Office from SourcingCity?
How do I create a product?
How do I send a document?
I’ve created a supplier, but it should have been a customer. How do I change this?
How can I change the currency exchange rate?
I am part of a catalogue group and would like the products added to my system. Can this be done?
I have some template amendments, how do I get these updated?
I need to request a new licence, how do I do this?
How do I log out of Promotional Office?
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IT/Technical
Troubleshooting the Outlook Connector for Promotional Office