Next: Blue Chameleon Setup Guide
BLUE CHAMELEON (Full Documentation)
- Blue Chameleon Setup Guide
- General Interface Handling
- Client Management
- Adding a new client
- Client search and update
- The Client Management Page
- Client lists
- Marketing campaigns
- Article Management
- Basic article management
- Articles, categories and types management through time
- Options for articles, article types and categories
- Article bundles
- Further into article configuration
- Stock management
- Basic creating of stock database
- Stock article depreciation
- Stock entries
- Delivery : the supplying of items for an order
- Managing stock items
- Stock summary
- Searching in stock
- The Stock Details Page
- Stock inventory
- Modifying stock items
- Stock article statuses
- Stock operations
- Getting an item out of stock
- Returning stock items back into stock
- Reparation of a stock item
- Verifying a returned stock item
- Definitely discarding an item
- Transfers
- Exchanges
- Value of a stock item
- Stock documents
- The 'Subscription' system
- Order Management
- Making an order
- Searching orders
- The Order Details Page
- Order follow-up
- Article delivery management
- Using the cash register
- Sales Statistics
- Invoices and Payments Management
- Basic invoice handling
- Searching invoices
- The View Invoice Page
- Invoice management through time
- Printing, sending invoices and reminders
- Client payments
- Credit notes
- Reconciling payments
- Reminders and payment requests
- Domiciliation management
- General Accounting
- Working with external accounting system
- Merchant bank accounts
- Tax settings
- Payment methods
- The Online General Accounting tool (OGA)
- General Tools
- News
- Agenda
- Alarms
- File manager
- Lists of Tasks
- Object properties
- Paperwork management
- Wall
- Customer Relationship Manager (CRM)
- Projects/Timesheets
- Human Resource Manager (HRM)
- Customer Support
- Helpdesk setup guide
- Ticket purposes and basics
- Searching for tickets and displaying them
- Processing a ticket : an example
- Checking time evolution of ticket-related data
- General Configuration
- The Merchant Configuration Page
- Creating shops
- Creating resellers
- User groups and users
- Service level agreement (SLA)
- Salesperson management
- Illustrating Blue Chameleon elements with your images
- System task management
- Ticket issuing prerogatives and administration
: the Forwards Administration Page
: the List of Ticket Types Page
: The List of Ticket Styles Page
: the User Details Page
- The User Groups Page
- Logical types (In Development)
- Public (In Development)
- Setting user rights
- Main Menu personalization
- Command group names
- Command group displacement
- The
button : displaying sub-(...)-menus and procedures
- The Document Editor
- General use
- Mailings and campaigns templates
- Model document management
- Frequently Asked Questions
- Questions
- Answers
- A : Blue Chameleon's general interface
- A : Client Management
- Why adding a username and password while creating a new client ?
- How can I update a client's address/phone number/email ?
- How can I delete a client ?
- Where can I register a prospect ?
- What is the utility of "Transfer to other client" ?
- A client I just registered does not appear through a client search : why ?
- How can I add a specific description for a particular client ?
- I tried to delete a client, but it is impossible, it says "Client cannot be deleted because it is referenced !" ; what to do ?
- A : Article Management
- On article creation/modifying
- Are article types and categories mandatory ? Can't I just create articles ?
- What are exactly these 'order in front/back-office' options ?
- What could be the use of the 'Edit on order' options ?
- On category creation/modifying
- Why different levels of back-office ?
- What do the different 'Article presentation' options give ?
- What do the different 'Article ordering' options give ?
- What is the best choice in 'Quantity to add to shopping cart' ?
- What is the best choice in 'Stock support' ?
- What are the use of the 'Client to invoice ordered articles' options ?
- Why assessing delivery and payment methods sets ?
- On stock management
- Is stock management mandatory to use ?
- Stock support can be defined with either article type or category ; which one overrides the other ?
- Can I directly export my article database to create my stock article database ?
- Is there an automatic way to input serial numbers ?
- Is it possible to register the entry of a large quantity of items without entering serial numbers ?
- Can I register a stock entry without a supplier document ?
- While registering a supplier document, a particular supplier does not appear in the menu. Why ?
- On stock subscription management
- A client does not need to use her/his subscription during an indefinite amount of time ; what is the best to do ?
- What if the time during which the subscription will not be used is precisely known ?
- How to start a subscription for which no payment has still been registered ?
- A subscription has been blocked or suspended by accident ; how can I solve this ?
- What can subscription sets be used for ?
- I have subscriptions for services that don't include any consumption ; does Blue Chameleon handle this ?
- On the contrary, my subscriptions have to be invoiced according to how much the clients used it : is this also handled by Blue Chameleon ?
- A : Order Management
- An article that I want to make an order on is not displayed at the Order page. Why ?
- How can I prevent certain articles from being accidently ordered ?
- As an order is done, how can a confirmation email be sent to the client ?
- How can I cancel an order ?
- How can I quickly access to the whole order list that a particular client issued ?
- Is it possible to modify an order even it has been already registered ?
- A client orders the same article in a large quantity. How can I make this article appear once on the order form, with the corresponding quantity ?
- Are delivery costs mandatory for each order ?
- Is it possible to define delivery costs that depend on the order's amount ?
- A :Invoice and Payments Management
- On invoice basic management
- How can I modify an invoice to add new items ?
- How do I cancel an invoice ?
- How to display the invoices of a particular client ?
- What is the use of credit notes ?
- How can I best reconcile invoices ?
- When does an invoice get the 'sent' status ?
- While searching invoices, what are the use of the 'Print version' and the 'Export version' ?
- What is the point of blocking invoices for export ?
- On reminding invoices
- How to set the date at which invoices will be reminded ?
- When is the 'second reminder' billing status triggered ?
- On work sets
- How do I practically generate invoices to be printed out and sent ?
- How do I see then which invoices have been sent ?
- How can I send reminding emails to clients who have not paid ?
- On client payments
- How can I quickly see the balance of my clients' payments ?
- What is the use of 'internal authorization' ?
- A : General Accounting
- On bank accounts and payment methods
- How can I add a bank account that is not in my country ?
- Is it possible to define different taxes ?
- Most of my payments are done via Paypal ; does Blue Chameleon handle this ?
- On exporting to External System
- Whereto are exports made ?
- Can I use another External Accounting system than OGA ?
- On OGA
- What charts of accounts are handled by OGA ?
- Why can't I achieve modifications or reconciliations on certain transactions ?
- A : General Tools
- On News
- Are other users immediately warned of any news that I publish ?
- How do I restrict/authorize news broadcast for my users ?
- On Agenda
- Is it possible to have coming appointments remembered as I log into Blue Chameleon ?
- My agenda is full of appointments ; how could I make easier distinction between them ?
- On File Manager
- What kind of files can I upload on the File Manager ?
- Is there a size limit to upload a file ?
- How can I update files on the File Manager ?
- How can I easily move a file from one folder to another ?
- On Customer Relationship Management
- How can I tell clients from prospects ?
- How can I modify a prospect's general information ?
- How to move a contact from one contact list to another ?
- How should I keep documents ready for mailings and campaigns ?
- How do I get the list of all actions issued on a contact ? Is it possible to print it out ?
- A prospect can now be considered as a full-fledged client. How do I move her/him to the client list ?
- A : Customer Support
- How can I easily get the record of complaints that a client issued ? Is it possible to print it out ?
- I want to make the Blue Chameleon's ticket system more personalized to my activities. What can I do ?
- How do I choose the type of ticket that I'm issuing ?
- Is a client warned everytime an action is done on her/his complaint ?
- Is there a way to display the time evolution of issued client complaints ?
- Is client satisfaction is not met, is it possible to re-open a ticket ?
- A . General Configuration
- On Blue Chameleon general appearance
- How can I add images, icons... to render Blue Chameleon more personal ?
- On Merchant/shops/salespersons...
- What is the difference between the Merchant and a shop ?
- How can I define several shops ?
- Where are resellers useful in Blue Chameleon ?
- What does the 'credit control class' refer to ?
- Are defined salespersons a requirement to use Blue Chameleon ?
- A : Advanced Functions and Configuring
- About ticket issuing prerogatives, administration
- How to prevent certain users from receiving tickets that they could not process anyway ?
- Managing user rights
- The list of rights is too long. How can I rapidly set them up for my user accounts ?
- One of my users has no access to a certain part of Blue Chameleon : why ?
- How is the 'Delete/Create/Modify' right any different from the 'Unrestricted' one ?
- About Main Menu personalization
- The use of Document Editor
- An Electronic Newsletter
Next: Blue Chameleon Setup Guide