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Orax SDI Cloud Reference
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Introduction
Navigating OraxSDI
Setting up Orax SDI on your Mobile
Using a web bookmark
Setting up your User Profile and changing your password
Self-Management tools
Calendar
Week Calendar
Group Calendar
Working with Tasks
Communication and Content management
Company Contacts
Archiving and Processing
Documents, Notes & Policies
Collaboration Groups and Discussions
News publishing
Dashboards and Remote Monitors
Website management
Sales and Customer Engagement
CRM Activity
Automatic rating trend
Sales pipeline
Capturing sales leads
Sales pipeline source types - campaigns
Customers and Sales page
Managing Customer Accounts
Sales Quotations
Quotation Approvals
Gross Profit Margin (GPM)
Online Sales and Point of Sale
Customer Surveys
Campaigns - Email, SMS, Phone, Internet, Other
SMS Campaign
Email Campaign
Service Desk
Call Routing and Task Assignment
Notifications and communication
Logging Time and Resolving Tasks
Hold, Reassign, Merge and Child tasks
Recurring Tasks
Tips and tricks
Email and SMS functionality for Service Calls
Service Ratings
Incident Reports
Project Management
Project overview and sorting
Project Administration
Resources and Costs
Project costing and billing
Kanban Boards
Automation & Wide-Area-Monitoring
Basic Monitoring Setup
Monitoring Metrics
Metric templates
Deploying SDI Agents
The Java Agent
SDI Agent Aggregator
Scripting for Linux Agents
Scripting for Windows Agents
Metric Reserved Words
Web Server or Code metrics
Debugging the Orax Agent
Resetting the Metric Status
Automation configuration
Replication to remote systems
Job Cards
Scheduling Job Cards Manually
Maintenance Schedules
Working with Job Cards
Billing Job Cards
Job Card Configuration
Education & B-2-B online training
Billing and customer statements
Debugging Customer Ageing Issues
Foreign Currency Trading
Batch Billing
Inventory & Asset management
Sales Kits & Bill of Materials
Physical and GL Inventory management
Locations (customer and internal)
Printing Labels for Inventory
Managing Locations
Production management
Production Tab Overview
Production Templates
Make-to-Order and Make-to-Stock
Production Input and Output (inventory changes)
Production Order Administration
Production Bill of Materials
Stock level management
Production Routing Steps
Dispatching Production Orders
Label Printing for Finished Goods
Nesting Production Orders
Production Logging
Production accounting
Human Resources and Payroll
Non-Human and HR Resources
My Payslips
Expense Claims
Payroll
Procurement and Supply chain
Supplier Payables and Procurement
Debugging Supplier Ageing Issues
Material Resource Planning (MRP Orders)
Supplier Invoice Processing
Shipping Costs
Ledgers & Accounting
Challenges with Orax Accounting
Financial health overview
Banking and cashbooks
Journal Entries
Financial Year-end procedures
General Ledger Opening balances
Budgets
Accounts receivable (customers)
Accounts payable (suppliers)
Tax and Financial Reports
Accountant and auditor access
Reporting and Analytics
Admin Reports
Work Reports
Customer Reports
Financial Reports
Administration & configuration
User Administration
User Account Maintenance
Team Administration
Skills
Work Types
Categories
Resolutions
Company setup
Financial overview
Financial years
Inventory and the GL Inventory
Currencies
Posting to the General Ledger
Managing price lists
System settings
Menu Administration
Mail Queue
Site Variables
Schedule Administration
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Work Reports
Work reports are related to the utilization and performance of teams and individuals.
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