Stone Profits Help Manual
  • Home
  • Intro
  • Presales
  • Purchases
  • Inventory
  • Sales
  • Accounting
    • Receivables
    • Payables
    • Banking
    • General Ledger
  • Reports
  • Schedule
  • Contact Us
  • Home
  • Intro
  • Presales
  • Purchases
  • Inventory
  • Sales
  • Accounting
    • Receivables
    • Payables
    • Banking
    • General Ledger
  • Reports
  • Schedule
  • Contact Us
Stone Profits Help Manual

TOP MENU

 
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Setup: Exclusive for system administrators in most cases. System customization options and managerial tools are included here.
  • System Settings
  • ​Admin Tools / Batch Updates
  • User Management and Permissions
  • Migration Template Uploads

Lists: Catalogs of info relative to your company's operations are managed here. These lists populate the search fields in other parts of the system.
  • Products and services organized and sold
  • Contact information for parties related to sales and purchases
  • Internal company information and resources
  • Accounting/Financial related information relative to your company

Pre-Sales: Events leading to sales are created and managed from this page. This area of the system assists in customer relationship management. 
  • Creation of Opportunities (Sales Leads) & Quotes
  • Sales follow-up dashboards and calendars

Purchases: Your inventory supply chain is managed from the Purchases Home. 
  • Creation of quote requests and purchase orders
  • Management of inventory in-transit and addition to your system's inventory upon receipt

​Inventory: Your Inventory Home groups useful system functions related to your physical inventory.
  • Inventory search and selection
  • Adjustments to existing inventory items
  • Physical count sessions of your inventory

Sales: Customer orders are processed from start to finish in links found here. 
  • Customer Sales / Pick Ticket / Packing List creation
  • Work Orders 

Accounting: Most functions of company accountants are performed here.
  • Receivables: Deposit receipt, Invoicing, payment processing
  • Payables: Aged Payables report, supplier/vendor invoice input, creation of payments 
  • Banking: Overview of AP & AR with links for bank deposits and bank reconciliations
  • General Ledger: Chart of Accounts, Journal Entries, Balance Sheet, Income Statement

Reports: Hundreds of reports are housed here for various transnational data throughout the system

Schedule: This page is the home for tracking jobs and activities.
  • Calendars of day-to-day activities with maps and daily views
  • Custom dashboards of operational chains

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    ​Related Articles: 
    • Search
    • Create New Item Page
    • Create new Transaction
    • Detail Page
    • Home Pages / General Layout