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Cosmic ERP Support
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General

2
  • How to Create and Manage Conversations
  • What is Cosmic ERP?
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Accounting

28
  • How to View and Modify Bill Print Settings
  • How to View and Modify Receipt Print Settings
  • How to View and Modify Invoice Print Settings
  • How to View and Modify Proposal Print Settings
  • How to Create a Custom Field
  • How to Create a Unit
  • How to Create a Category
  • How to Create a Tax Rate
  • How to Create a Financial Goal
  • How to Create a Budget Planner
  • How to View the Trial Balance
  • How to View the Profit and Loss Statement
  • How to View the Balance Sheet
  • How to View the Ledger Summary
  • How to Create a Journal Account
  • How to Create a Chart of Accounts
  • How to Create a Debit Note
  • How to Create a Payment
  • How to Add an Expense
  • How to Create a Bill
  • How to Create a Vendor
  • How to Create a Credit Note
  • How to Create Revenue
  • How to Create an Invoice
  • How to Create a Proposal
  • How to Create a Customer
  • How to Create an Account Transfer
  • How to Create an Account
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Projects

13
  • How to Create Bug Stages
  • How to Create Project Task Stages
  • How to View and Download Project Reports
  • How to Create a Daily Report
  • How to View Task Calendar
  • How to View Bug Reports
  • How to View Timesheets
  • How to View Assigned Tasks
  • How to Create an Expense
  • How to Create a Bug Report
  • How to Create a Timesheet
  • How to Create a Task
  • How to Create a New Project
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HRM

49
  • How to Create and Manage Competencies
  • How to Create and Manage Performance Types
  • How to Create and Manage Job Stages
  • How to Create and Manage Job Categories
  • How to Create and Manage Termination Types
  • How to Create and Manage Award Types
  • How to Create and Manage Training Types
  • How to Create and Manage Goal Types
  • How to Create and Manage Deduction Options
  • How to Create and Manage Loan Options
  • How to Create and Manage Allowance Options
  • How to Create and Manage Pay Slip Types
  • How to Create and Manage Document Types
  • How to Create and Manage Leave Types
  • How to Create and Manage Designations
  • How to Create and Manage Departments
  • How to Create and Manage Branches
  • How to Create and Manage Company Policies
  • How to Create and Manage Document Details
  • How to Create and Manage Employee Assets
  • How to Create and Manage Meetings
  • How to Create and Manage Events
  • How to Create and Manage Holidays
  • How to Create and Manage Announcements
  • How to Create and Manage Terminations
  • How to Create and Manage Complaints
  • How to Create and Manage Promotion
  • How to Create and Manage Trip
  • How to Create and Manage Resignation
  • How to Manage Employee Transfer
  • How to Create an Award
  • How to View Jobs or Careers
  • How to Create an Interview Schedule
  • How to Add Custom Questions for Interviews
  • How to Onboard a Job Candidate
  • How to Archive Job Applications
  • How to Create and Manage Job Applications
  • How to Create and Manage Job Details
  • How to Create and Manage Trainers
  • How to Create and Manage Training
  • How to Create and Manage Goal Tracking
  • How to Create an Appraisal
  • How to Create an Indicator
  • How to View and Manage Bulk Attendance
  • How to Manage Attendance
  • How to Create Leave
  • How to Generate Pay Slip
  • How to Set Employee Salary
  • How to Add or Create an Employee
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Products

3
  • How to Manage Product Stock
  • How to Create a New Service
  • How to Create a New Product
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User Management

3
  • How to Create a Client
  • How to Create a Role
  • How to Create a User
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CRM

11
  • How to Create Contract Types
  • How to Create Labels
  • How to Create Sources
  • How to Create Deal Stages
  • How to Create Lead Stages
  • How to Create Pipelines
  • How to Create Contracts
  • How to Create Form Fields
  • How to Create a Form Builder
  • How to Create a Deal
  • How to Create a Lead
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POS

8
  • How to View and Modify POS Print Settings
  • How to View and Modify Quotation Print Settings
  • How to View and Modify Purchase Print Settings
  • How to Create and Manage Transfers
  • How to Add and Manage POS
  • How to Create a Quotation
  • How to Create a Purchase
  • How to Create a Warehouse
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Support

1
  • How to Create a Support Ticket
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Settings

4
  • How to Manage Currency Settings
  • How to Manage Company Settings
  • How to Manage System Settings
  • How to Manage Brand Settings
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  • How to Create and Manage Job Details
  • How to Create and Manage Job Categories
  • How to Create and Manage Job Stages

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