System Requirements

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		What is AvailSuite?
		What's new in AvailSuite 2.6?
		What is the difference between AvailSuite Personal and AvailSuite Standard editions?
		System Requirements
		License Agreement
		How to determine the number of licenses you need?
		What to do after evaluation period expires?

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Getting Started with AvailSuite

		Cleanup Database
		Fill in Company info
		Add Users and Employees
		Fill miscellaneous tables
		Add Customers
		Modify layouts of printing documents

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Using the System

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AvailSuite User Interface

		Navigation Pane
		Tuning your Look and Feel
		Working with international date, time, and currency formats
		Keyboard Shortcuts
		Tips and Tricks

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Working with Grids

		Refreshing Data in Grids
		Grouping Data in Grids
		Sorting Data in Grids
		Filtering Data in Grids
		Coulmn Customization
		Record Navigation
		Popup menus
		Multiple Record Actions
		Displaying Subtotals

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Grid Layout Options

		Summary Panel
		Columns Auto Width
		Indicator (Show/Hide)
		Full Expand
		Full Collapse
		Group Panel
		Headers (Show/Hide)
		Bands (Show/Hide)
		Auto Preview
		Grid Best Fit
		Horizontal Separators
		Vertical Separators

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Customer Management

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Working with Customers

		How to create a Customer?
		How to see all critical information about a Customer?
		How to quickly add a new Order?
		How to review Invoice and Payment history?
		How to see the service history for a Customer?
		How to review Customer-related expenses?
		How to review Customer's contracts?
		How to setup a default discount for a Customer?
		How to attach special instructions and other files?
		How to find customers who have not been served recently?
		How to enter Notes for a Customer?
		How to send an E-mail to a Customer?

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Working with Refferals

		How to add a Referral?
		How to attach special instructions and other files?
		How to delete a Referral?
		How to set Referral for a Customer?

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Working with Contracts

		How to create a new Contract?
		How to specify contract payment terms?
		How to associate assets with a contract?
		How to add services to be provided under the Contract?
		How to renew Contracts?
		How to attach special instructions and other files?

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Working with Orders

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Order Management

		How to add a new Order?
		How to add your Parts and Services to an Order?
		How to change the sorting order of Order details?
		How to duplicate an Order?
		How to assign Order to a Route?
		How to manage Order's tasks?
		How to setup additional charges?
		How to assign an Order into a Project?
		How to create an Invoice for an Order?
		How to attach special instructions and other files?

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Changing Order's Statuses

		How to change the Status of an Order?
		How to Complete Tasks assigned to Orders?
		How to define a default Status for new Orders?
		How to complete an Order along with its shipment?
		How to ship an Order along with its completion?

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Printing Orders and Exporting Orders into files

		How to print an Order?
		How to export an Order into a file?
		How to change the logo and text on the Orders?
		How to change the layout of orders?

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Shipping Orders

		How to ship an Order?
		How to ship an Order Detail?
		How to automatically ship Orders on completion?

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Working with Return Orders

		How to create a return Order?
		How to receive a return Order?
		How to receive an Order detail of a return Order?

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Project Management

		How to create a Project?
		How to change the Status of a Project?
		How to define a default Status for new Projects?
		How to assign an Order into a Project?
		How to assign an Expense into a Project?
		How to attach special instructions and other files?

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Inventory Management

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Working with Vendors

		How to add a Vendor?
		How to add contacts of a Vendor?
		How to attach special instructions and other files?
		How to delete a Vendor?

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Working with Purchase Orders

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Purchase Order Management

		How to create a new Purchase Order?
		How to add your Parts and Services to an Order?
		How to change the sorting order of Purchase Order Details?
		How to attach special instructions and other files?

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Changing Purchase Order's Statuses

		How to change the Status of a Purchase Order?
		How to define a default Status for new Purchase Orders?
		How to complete a Purchase Order along with its receipt?

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Receiving Purchase Orders

		How to receive a Purchase Order?
		How to receive a Purchase Order Detail?
		How to receive a Purchase Order along with its completion?

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Return Purchase Orders

		How to create a return Purchase Order?
		How to ship a return Purchase Order?
		How to ship a Purchase Order Detail of a return Purchase Order?

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Printing Purchase Orders

		How to print a Purchase Order?
		How to export Purchase Orders into a file?
		How to change the logo and the text on the Purchase Orders?
		How to change the layout of purchase orders?

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Working with Parts

		How to create a new Part?
		How to set price and warranty information?
		How to set picture for a Part?
		How to attach special instructions and other files?
		How to find the count of Parts in stock?
		How does AvailSuite help in inventory tracking?
		How to adjust the count of partsd in stock?
		How to move a Part to another Location?

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Working with Locations

		How to create a new Location?
		How to set a Location for an Employee?
		How to setup default Location in the System?
		How to switch to another Location?

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		How to navigate in Calendar?
		How to switch between Timeslot and Task List views?
		How to change time scale in the timeslot views?
		How to create and schedule tasks?
		How to assign tasks?
		How to manage and re-schedule tasks?
		How to see tasks assigned to particular Employee?
		How to see tasks for a few Employees?
		How to see all tasks for today or current week?
		How to see all day tasks?
		How to see the tasks that haven't been assigned yet?

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How to print the Calendar?

		How to highlight working time printed on Calendar printing?
		How to define a time range for Calendar Printing?
		How to exclude weekends on Calendar Printing?
		How does AvailSuite print all day tasks?
		How to print tasks that are scheduled to non-working time?
		How to change the number of pages used on Calendar Printing?

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Invoices and Payments

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Working with Invoices

		How to create a new Invoice?
		How to create an Invoice for an existing Order?
		How to add Parts and Services into an Invoice?
		How to add Expenses into an Invoice?
		How to change the sorting order of Invoice Details?
		How to change the Status of an Invoice?
		How to define a default Status for new Invoices?
		How to see Invoices of a specific Customer?
		How to see Invoices for a specific month or year?
		How to see all outstanding Invoices?
		How to print an Invoice?
		How to export an Invoice?
		How to change the logo and text on the Invoices?
		How to change the layout of Invoices?
		How to attach special instructions and other files?

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Working with Payments

		How to add a new Payment?
		How to enter a Refund Payment?
		How to see Payments of a specific Customer?
		How to attach special instructions and other files?

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Working with Expenses

		How to create new Expenses?
		How to submit Expenses for approval?
		How to Approve or Reject expenses?
		How to define a default Status for new Expenses?
		How to create AP payment for an expense?
		How to add expenses to invoices?
		How to review all your expenses?
		How to review all expenses of a specific Employee?
		How to review all expenses related to a specific Customer?

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Account Payables

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Working with AP Invoices

		How to create new AP Invoice?
		How to create an AP Invoice for an existing Purchase Order?
		How add Parts and Services into an AP Invoices?
		How to change sorting order of AP invoice details?
		How to change the Status of an AP Invoice?
		How to define a default Status for new AP Invoices?
		How to see Invoices to a specific Vendor?
		How to see all outstanding Invoices?
		How to attach special instructions and other files?

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Working with AP Payments

		How to create new AP Payment?
		How to enter a Refund Payment?
		How to create an AP Payment for an existing Expense?
		How to see Payments to a Specific Payee?
		How to attach special instructions and other files?

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Working with Tasks

		How to create Tasks?
		How to setup appointments, visits, and other events?
		How to create Tasks for an existing Order?
		How to Create Recurring Tasks?
		How to Create Unplanned Tasks?
		How to Manage Unplanned Tasks?
		How to change the Status of a Task?
		How to define a default Status for new Tasks?
		How to Print a Task?
		How to Export Tasks into a file?
		How to change the layout of Tasks?
		How to attach special instructions and other files?

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Using Time Cards

		How to enter a Time Card?
		How to submit a Time Card for approval?
		How to define a default Status for new Time Cards?
		How to approve or reject Time Cards?
		How to modify an approved or rejected Time Card?
		How to see all your Time Cards?
		How to see all Time Cards of a specific Employee?
		How to see all Time Cards for a specific Task?

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Employee and Security Management

		How to add an Employee?
		How to enter Benefits, Salary History and Vacations for an Employee?
		How to allow an Employee to access the system?
		What is the difference between AvailSuite user roles?
		What is Windows Authentication option in the system access settings?
		How do I see changes to the data done by other AvailSuite users?
		Can any people access AvailSuite data by using other software?
		How to delete an Employee?

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Company Settings Maintenance

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Importing Customer, Vendor, Service, and Part lists from Excel files

Importing Data: File Format Requirements

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Synchronization with QuickBooks

		How does AvailSuite synchronize with QuickBooks?
		Supported QuickBooks versions

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Services Maintenance

How to attach special instructions and other files?

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Setting up Sales Tax

		About Sales Tax
		Using sales tax items and rates to charge sales tax
		Setting up tax agencies
		Setting up tax items
		Indicating taxable customers and items
		Collecting sales tax
		Tracking and Paying Sales Tax You Owe

		Charge Types Maintenance
		Miscellaneous Tables Maintenance
		How to choose Portrait or Landscape layout for printing Orders or Invoices?

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Working with the Report Designer

		How to edit a report by the Report Designer?
		How to return back to the original layout?
		How to save a report layout into a file?
		How to Load a Report Layout from a file?

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Currency to text conversion

		How to set up the amount settings?
		How to add the amount in words on report?
		Supported currency formats and languages

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Working with AvailSuite Database Backup and Restore Tool

		What is AvailSuite Database Backup and Restore Tool?
		How to backup AvailSuite's data into an external file?
		How to backup AvailSuite's data into an external file directly at AvailSuite?
		How to restore AvailSuite's data from an external file?

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Using Documents

Document Status

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How to turn automatic IDs off?

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File Attachments

		How to see if a document has a file attachment?
		How to attach a file?
		How to open a file from AvailSuite?
		How to delete an attached file?

This page is the part of the AvailSuite online help.

AvailSuite is a software solution for managing a small or medium service business. It covers all critical activities of small companies, like customer and work order management, invoices and account receivables, employee scheduling, and task management.

System Requirements

These requirements are valid for Standalone installation and for the Server computer in case of multi-user installation. The requirements for Client computer in case of multi-user installation are below.

Microsoft Windows 2000/XP/2003/Vista
Microsoft Internet Explorer 5.01 must be installed

AvailSuite minimum Hardware Requirements:

Computer/Processor: 166 MHz Intel Pentium or compatible CPU Memory:

Windows Vista: 512MB of RAM
Windows XP and 2003: 128MB of RAM
Windows 2000: 64MB of RAM

Hard Drive Space: 300MB

AvailSuite Recommended Hardware:

Computer/Processor: 800 MHz Intel Pentium 4 or compatible CPU Memory:

Windows Vista: 1GB of RAM
Windows XP and 2003: 512MB of RAM
Windows 2000: 256MB of RAM

Hard Drive Space: 500MB

System requirements for client machine in case of multi-user installation:

Microsoft Windows 2000/XP/2003/Vista
Microsoft Internet Explorer 5.01 must be installed

AvailSuite minimum Hardware Requirements:

Computer/Processor: 166 MHz Intel Pentium or compatible CPU Memory:

Windows Vista: 512MB of RAM
Windows XP and 2003: 128MB of RAM
Windows 2000: 64MB of RAM

Hard Drive Space: 100MB

AvailSuite Recommended Hardware:

Computer/Processor: 800 MHz Intel Pentium 4 or compatible CPU Memory:

Windows Vista: 1GB of RAM
Windows XP and 2003: 512MB of RAM
Windows 2000: 256MB of RAM

Hard Drive Space: 100MB

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