SAM by Auxo
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Knowledge base
Orion
General / Maintenance
15
[Orion] Global Search
[Orion] How to customise email body for emailed statements?
[Orion] Moving EFTPOS to manual
IMPORTANT - Real cost of an hour
[Orion] Mass update Labour rates
View all 15
Accounts
13
PUTTING A CUSTOMER ON-HOLD
Credit Matching
[Orion] How to Query Orion Data
[Orion] Bad Debts - how to identify, write off and write back
[Orion] Finding Archived (historical) Reports
View all 13
Workshop
8
Workshop FAQ
[Orion] How to credit an invoice (Workshop)
Setting up Non WOF/Service Reminders for Future Work
[ORION] Editing Parts or Materials within a Workshop Job, Quote & Job Kit
[Orion] Booking Diary
View all 8
Parts
12
[ORION] POS Invoice Statuses
[Orion] CipherLab - Setup Hosted Sites
[Orion] CipherLab - Using on Hosted Sites
[ORION] Viewing Stock Availability
[Orion] Parts Back Orders
View all 12
Product Updates
11
[Orion] Version 4.018 (July 2024)
[Orion] Version 4.016 (November 2023)
[Orion] Version 4.014 (February 2023)
[Orion] Version 4.012 (July 2022)
[Orion] 4.012 User Interface Improvements
View all 11
Covid 19
2
COVID-19 Calculating Revenue for Covid Subsidies
Processing the COVID-19 wage subsidy
Sales
2
How to use Orion to stay on top of customer follow ups?
How do I get RuralCo (or other) barcodes on my invoices?
SAM Add-ons
Xero
11
Xero - Version 6024 and above
Xero - Up to version 6022
[SAM] Xero FAQ's
[SAM X] Batch Error: Invoice not of valid status for modification
[SAM X] Xero Payment Reconciliation
View all 11
Smartcheck
15
SmartCheck (eWOF) - Quick Setup Guide
SmartCheck (eWOF) - User Guide
Smartcheck (eWOF) - How to do a test run of eWOF
SmartCheck - Set Up Users
SmartCheck - How to create a Checksheet
View all 15
SMS
5
[SAM/Orion] Changing Follow-up Reminder SMS Text
[SAM] SMS set-up Guide
[SAM] SMS Add-On Package Allowances
[SAM] How to send SMS messages to Technicians
Sending SMS messages
Other Add-Ons
3
[SAM] NAPA Setup
[SAM] NZTA Data Feed
[SAM] Request custom forms
SAM
General Info
21
[SAM/Orion] Map a Network Drive & Create a Shortcut
[SAM/Orion] Back up your data
[SAM/ORION] Checks if my system is running slower than normal.
[SAM] Sending an email to your customers
[SAM/Orion] Operating Offline
View all 21
Admin
4
[SAM/Orion] Financial Year End Checklist
Processing the COVID-19 wage subsidy
[SAM Orion] Financial Year End - Suggested Reports to print...
[SAM] Changing ownership - New & Old Owner
Utilities
7
[SAM] How to export a Customer List
[SAM] How to change the Font Size
[SAM] How to send a Bulk SMS
[SAM] AFTERPAY - Setup
[SAM] AFTERPAY - Processing
View all 7
Stock
10
[SAM] How to mass delete Stock items via the "Stock File Cleanup" utility
[SAM] How to modify the Last cost or Average cost of a stocked Item
[SAM] How to insert a new purchase order
[SAM] Stock Markup Control
[SAM] Creating a Suggested Buy
View all 10
Labour
5
[SAM] Technician Set-up
[SAM] - Creating Labour Categories/Rates
[SAM] IMPORTANT - Real cost of an hour
[SAM] Time Clocking - set-up.
[SAM] Mass update Labour rates
Maintenance
12
[SAM] How to change/move a car Registration number.
[SAM]How to Merge Vehicle
[SAM] How to create and use a Kit
[SAM] - How to create custom email body for emailed statements?
Margins - How to check what you're making on each job
View all 12
Citrix
12
[Citrix] How to Refresh Your Citrix Workspace: A Step-by-Step Guide
[Citrix] Citrix Workspace– Install and Configure
[Citrix] Using Citrix via Web Browser
[Citrix] Citrix File Export – Using Citrix File Explorer
[Citrix] Citrix Login - Password Change
View all 12
Accounts
14
[SAM] How to write off small Debtor balances
[SAM] How to create a GST Only Invoice for Suppliers
[SAM] Bad Debts - how to identify, write off and write back
[SAM] Everything you need to know about Creditors/Suppliers
[SAM] How to complete your daily banking
View all 14
Reports
2
[SAM] GL Trial Balance Report
[SAM] Follow-up/Reminders
Help
3
[SAM] Updating SAM
IT Ops - Support Coverage and SLAs
[SAM] SAM Packages
Misc
3
Converting from SAM to webSAM - Key Differences to be aware of
How to choose between different versions of SAMs?
Converting from Elite to SAM-X - what should I consider?
Product Updates
7
[SAM] Version 6.028 (September 2024)
[SAM] Version 6.026 (August 2023)
[SAM] Version 6.024 (June 2022)
[SAM] Version 6.022 (September 2021)
[SAM] Version 6.020 (February 2021)
View all 7
Enquiry
2
[SAM] Finding Archived (historical) Reports
[SAM] Check Active users
Auxo Workshop
General
6
Welcome to Auxo Workshop Knowledge Base
[Auxo Workshop] Adding and Editing Bookings & Jobs
[Auxo Workshop] How to Attach Invoices to Email
[Auxo Workshop] How to Implement Online Booking
[Auxo Workshop] - Basic User
View all 6
Xero Interface
4
[Auxo Workshop] Xero Setup - 1. Activate & Connect
[Auxo Workshop] Xero Setup - 2. Map Codes & Import Data
[Auxo Workshop] Xero Setup - Disconnect from Xero
[Auxo Workshop] Xero Data Flow
Subscription Management
3
[Auxo Workshop] Managing Subscriptions on the Self-Serve Portal
[Auxo Workshop] - Cancel Subscription
[Auxo Workshop] Adding User Licenses (seats)
Help Desk Software
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