ARP Gesgrid Tutorials
Learn with us in an easy and simple way how to use our ARP
1. Clients
2. Staff
- a. Staff CRUD
b. Staff profile
- i. CRUD contracts
- ii. Upload files
- iii. Upload photos
- iv. Change personal data
3. Time Control
a. Adding and removing employees from Time Control
i. Manage their contract for clocking in. Set/configure hours
4. Time Control Reports
5. Vacations
- a. Configure vacations
- b. Request vacations
- c. View and test requests
- d. Check availability schedule
6. Vacations (natural days)
- a. Explanation of vacations in natural days
7. Absences and leaves
- a. Request absence
- b. Approve/reject leave
- c. Upload document
- d. Leave registration by the administrator
8. Project Management
- a. General overview
- b. Create from budget
- c. CRUD for projects
d. Hours allocation
- i. Individual allocation with "standard" user.
- ii. Administrator allocation.
e. Report
- i.Project analytics.
- ii.Advanced project analytics
- iii. Billed project analytics
- iv. Review other reports and see if they are "ok" or hide them
9. Inventory
a. CRUD for Items
- i. Discuss the two types of PVP calculation
- ii. Purchase and sale prices.
- iii. Upload images
c. Stock
- i. Quick addition
- ii. Item orders: From request to warehouse entry.
d. Item sales:
- i. Make a sale of one or more items
- ii. See how the stock reduction occurs.
- iii. Billing and printing.
e. Work parts with items.
- i. CRUD for work parts
- ii.Billing for the work part.
- iii. Work part signature.
10. CRM
- a. Agenda
b. CRUD for opportunities
- i. Follow-up on opportunities.
- ii. Follow-up on the dashboard.
- iii. Appointments
- iv. Comments.
- c. Opportunities SCRUM
11. Budgets
a. Add budget.
- i. New budget versions.
- ii. Accept budget.
- iii. Create project
- b. In progress and billing
12. Billing
a. Service management.
- Simple service invoice
- ii. Service price and cost
- iii. Unit management in services
- iv. Default service.
b. Tax types
c. Invoice service.
- i. Add services
- ii.Refund invoice
- iii.Partially refund the invoice.
- iv.Duplicate the invoice.
- v.Edit the invoice, and view its history
13. Sales Reports
14. Billing – Expenses
a. Expenses
- i. Add the expense
- ii. Upload the file
- iii. Mark it as paid
- iv. Payment management.
Quick expenses
- i. Mark expenses as quick expenses and advantages.