SAM by Auxo

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?

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

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 archive/move data from CITRIX to a LOCAL Computer
• [Citrix] Using Citrix via Web Browser
• [Citrix] Citrix File Export – Using Citrix File Explorer
• [Citrix] Citrix Login - Password Change
• [Citrix] Log Off via Connection Centre

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

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)