The sub-menus that can be accessed from the main menu in Mamut ServiceSuite are described below in more detail.
Planning
The Planning drop-down bar opens the modules that relate to the creation and processing of events. Within the Planning drop-down bar you will find: Calendar, Gantt chart, Overview, Appointments and Archive. Two additional drop-down bars with functions relating to Planning will also be available: the Ledgers drop-down bar and the Settings drop-down bar.
When you click on Calendar, the day's appointments will be displayed and from here you are able to add and edit the day's schedule along with adjusting the view to suit your needs. You are also able to create note appointments that are not shown in the different calendar views; but instead can be viewed at the bottom of the screen when the Show note appointments button has been selected. When you create an appointment you can select This is an appointment note under the Fixed appointment field. Note appointments therefore function as unconfirmed appointments that can be edited and completed when required. Thus solving the problem of having to move appointments that are not fully planned further in time each week.
The Appointments module allows you to create and manage all your appointments. Here you are also able to copy appointments and create repeat appointments along with archiving and printing appointments. The recurrence pattern for repeat appointments can be defined to repeat daily, weekly or monthly. In addition you are able to preview the dates the appointment is set to be repeated by clicking the Show link within the Repeat appointment window.
You are able to print appointment lists for several employees at the same time as well as limit the print selection via parameters such as Booked/Unconfirmed, Type and Status of the appointment. Therefore, it is easy to print appointments that are not yet completed. In addition, you can also sort the appointments after selected fields. Furthermore, the Note Appointments can also be printed using the same parameters to define the selection.
Tip!
It is important to define the planning settings. To do so, click on the
settings icon to the far right of the main menu. Define the desired settings
within the various tabs, Workweek,
Colours, Settings,
Appointments and Warnings.
Here you are able to define the working hours, set the appointment colour
scheme, define what is displayed within the appointments and set warnings
to be displayed, for example, when an appointment is created with no employee
assigned etc.
Sales orders
Within the Sales orders drop-down bar you are able to create, edit, delete, search, print, archive and view all relevant information regarding sales orders. The Ledgers drop-down bar contains functions relating to Sales orders and is therefore also available within the Sales orders module.
Customers
The Customers drop-down bar allows you to create, edit, delete, search and view all relevant information regarding customers. The Ledgers and Functions drop-down bars contain functions relating to Customers and are therefore also available within this module.
Inventory
Within the Inventory drop-down bar you are able to create new products, edit products, delete, search and view all relevant information regarding products, integration and prices and discounts. The Functions drop-down bar contains functions relating to Inventory and is therefore also available within this module.
Purchases
Within the Purchases drop-down bar you will be able to view all purchase orders, create new purchase orders, send orders, check the status of orders, check the supplier stock, archive the order and much more. The Suppliers drop-down bar contains functions relating to Purchases and is therefore also available within this module.
Suppliers
Within the Suppliers drop-down bar you are able to manage the supplier information, integrate and transfer products and much more. The Purchases drop-down bar contains functions relating to Suppliers and is therefore also available within this module.
Within each of the main drop-down bars, the Main menu will appear at the top of the list of sub-menus and provide a direct link back to the Main menu. You can therefore return to the Main menu at any point to gain easy access to additional sub-menus within the Main menu of Mamut ServiceSuite.