Manuals
General use
- How can I find the general settings of my Akti account?
- How do I quickly navigate between documents?
- How do I delete a document?
- How do I add discounts to documents?
- How do I communicate my general terms and conditions of sale?
- How is the language of documents determined?
General settings
- How do I add general information about my company?
- How do I change my account password?
- How do I add users to my account?
- How do I deactivate a user?
- How do I change the language of my account?
- How do I activate additional languages within my account?
CRM
- What is the difference between an account and a contact?
- How do I create an account?
- How do I search for an account?
- How do I modify an account?
- How do I add a note to a customer?
- How do I create a document for a customer?
Advanced CRM
- How do I manage deals?
- How do I manage deals in more detail?
- How do I manage a deal board?
- What list actions can I perform on deals?
- How do I give a customer a custom price for a specific article?
- How do I display additional fields in the CRM?
Catalog
- How do I import a catalog file?
- What is the difference between products and services?
- How do I create a product?
- How do I search for a product?
- How do I customise a product?
- How do I delete a product from the catalog?
Advanced catalog
- How do I assign ledger accounts to products?
- What are variants of products?
- What are composed articles?
- How do I import prices into price lists?
- What is the anticipated stock?
- How do I manually adjust the stock of my articles?
Quotes
- How do I create a quote?
- How do I create the header of a quote?
- How do I adjust the quote settings?
- How do I create the main body of a quote?
- How do I add notes & general conditions to a quote?
- How do I structure my quote into multiple chapters?
Advanced quotes
Invoicing - Usage
- How do I create a sales invoice?
- How do I send an email reminder?
- How do I create a recurring invoice?
- How do I pay purchase invoices using a QR code?
- How do I use third party invoicing?
- How do I export the details of an invoice?
Invoicing - Settings
- How do I manage the structure of numbering on invoices?
- How do I add general terms and conditions to my invoices?
- How do I manage the default settings of my invoices?
- How do I add files to my invoices?
- How do I modify the default email message of my invoices?
- How do I send a copy to a default email address in BCC?
Sales Orders
- How do I record a delivery to a sales order?
- How do I create a sales order?
- How do I convert an order from a customer into a purchase order?
- How do I add attachments to an order?
- How do I send an order confirmation by email?
- How do I add a delivery address to a sales order?
Purchase Orders
- How do I create a purchase order from a sales order?
- How do I create a purchase order?
- How do I register a reception of articles?
- How do I register a partial reception of articles?
- How do I register an order confirmation from a supplier?
- How can I select all accounts from the CRM when creating a purchase order?
Stock management
Insights
Interventions
- How do I start with interventions?
- How do I create an intervention?
- How do I plan an intervention?
- How do I execute an intervention?
- How do I invoice interventions?
- What are recurring interventions?
Installations
Timesheets
Integrations
- How do I export invoices to the accounting system?
- How do I link Dropbox to my Akti account?
- How do I link Billtobox to my Akti account?
- How do I link Codabox to my Akti account?
- How do I reconcile payments with Codabox?
- How do I link ClearFacts to my Akti account?