ProgressPlus

Quick Start Guide
- Entering A New Enquiry
- Entering Part Details
- Entering a BOM (Bill of Materials)
- Entering a Routing
- Entering Enquiry Sales Prices
- Converting An Enquiry Into A Sales Order
- New Sales Order
- Sales Order Line Requirements
- Raising Purchase Orders
- Receipting In Purchase Orders
- Issuing Material to a Works Order
- Receipting Finished Items into Stock
- Delivering Goods to Customers
- Invoice a Delivery
Installation Guide
Today
- Favourites
- To Do
- Key Indicators
- Calendar View
Customers
- Customer List
- Enquiries
- Enquiry Contract Review
- Sales Orders
- Contract Reviews
- Deliveries
- Invoices
Suppliers
- Purchasing
  - Enhanced PO Certification
- Supplier List
- Purchase Enquiries
- PI Matching
- Purchase Requisition
Inventory
- Part List
- Allocations
- Issues
- Receipts
- Transfers
- Release Stock
- Expired Stock
- Stock Check
- Purchasing Trend
- Sales Trend
Work Orders
- Work Orders
- Booking Reference
- Productivity
- SFDC
  - Clock
  - Break
  - Activity
  - Material
  - On/Off Site
- SFDC Status
Labour
- Time Sheets
Time and Attendance
- Facial Recognition
- TANDA clocking client
SFL
- SFL
- Load vs Capacity
- Work To List
Quality
- Tooling & Equipment
  - Tooling/Equipment Issue
  - Tooling/Equipment Return
- Non Conformance
- Calibration
- Technical Query
Message Centre
- Outlook Add-In
Reports
- Generating Reports
- Report Reminders
Administrator Functions
- Users
- Access
- Report Access
- Locking
- Options
- Data Fix
- Backup
- Version
Tools
- Company Documents
- Transaction History
- Notes Search
- Forecasting
- Future Stock for Structured BOM
- Data Reporting
- Update Inventory Prices
- Update Standard Costs
- Import/Export Data
- Intrastat Returns
- Change Password
- Reset Grids
- Auto-Refresh Grids
- Replace Inventory Item
- Replace Sub-Contract Code
- Replace Work Centre
- Update Enquiry Line Details
- Symbol Picker
- Dashboard
- Update Order Currency (Outstanding SO/PO)
- Customer Routines
  - Mark Enquiries As Decided
  - Complete Enquiry Contract Reviews
  - Complete Contract Reviews
  - Complete Sales Orders
  - Complete Works Orders
- Supplier Routines
  - Complete Purchase Orders
  - Complete Purchase Enquiries
  - Complete Purchase Requisition
Holidays
- Holiday Request
- Holiday Approval
- Holidays (Planner)
Maintenance
- List Maintenance
- Currency Maintenance
- Group Code Families
- Inventory Status
- Notes Library
- Projects
- User Defined Fields
- Employees
- Shifts/Shift Patterns
- Sub-Contract Codes
- Work Centres
- Visual Style
- Visitor Book
- Stock Location Families
Knowledge Base
- Adding Employees To Drop-Down Lists
- ABC Stock Control
- Amending GRN Details
- Amending Stock Figures Maintaining Traceability and Batch Control
- Amending Stock Figures when Traceability/Batch Control is not maintained
- Available to Pick
- Basics Of Shop Floor Loading
- Below MSL Screen – Using Date Filters
- Contract and Standard Costing
- Customer Return Flow Chart
- Efficiency Reports
- Hire Equipment and Rentals
- KPI Dashboard
- Lead Times
- Part Number and Description Structure
- Requires Release Flag
- Setup and Implementation
  - SFDC/T&A Auto Start
  - Implementation Best Practice
  - Implementation of Progress Plus
  - Progress Flow Chart
- Subcontract Return Process
- WIP Calculations
- Pricing Discount Structures
- Scheduled Invoicing
- Creating an App to Connect to Microsoft 365
- Authenticating Office 365 Users
Miscellaneous
Whats New