Tutorials

PDM Web Tutorials

• Getting Started
  • Understanding Grid Views
  • General Settings
  • Creating Your First Entity
  • Creating Your First Users
  • Creating Your First User Groups
  • Common Scenarios
    • Scenario 1 - Managing a group with multiple branches
    • Scenario 2 - Managing deliveries for customers with third parties
    • Scenario 3 - Managing deliveries in different regions
    • Scenario 4 - Managing delivery hubs
  • Billing & Payment
• Managing Communication
• Managing Customers
  • Creating Customers
  • Modifying Customers
  • Importing Customers
    • Importing customers from Version 2 to Version 3
• Managing Orders
  • Order Settings
  • Creating Orders
  • Modifying Orders
• Managing Tasks
  • Creating Tasks
  • Updating Task Status
  • Modifying Tasks
• Managing Schedules
  • Creating Schedules
  • Modifying Schedules
• Managing Tags
• Reports
• Event Notifications