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Adding Custom Products
Custom products are added to Specifi by you when you need a particular product that you wouldn't order from your Specifi Suppliers, for example a TV or small electrical product that you were only purchasing once. To add a custom product: Click on the ...
Adding Products within Client Mode
To access Client Mode, go to the 'Proposals and Projects' tab and click into the project you want to work on with your client Click on the Client Mode tab to open up the project/proposal in Client Mode This will open a new window, showing your ...
Creating a Purchase Order without a Proposal or Project
Click on the ‘Purchase Orders’ tab on the left hand corner At the top right of this screen, click the button ‘new purchase order’ A new window will then open, at the top, you will be asked to add a reference. This can be something that you want all ...
Xero settings
Within the integrations tab, once your Xero account is linked you can edit the settings and set default nominal codes for your purchase orders, invoices and expenses. This means every time you add a product, all of the nominal codes are already set. ...
Adding Products to a Proposal
To add products to a proposal, Go to the ‘Proposals’ tab within ‘Proposals and Projects’ on the left hand menu On this page you will be able to see all of the proposals that you have created, click into the one you want to edit/view Once you are in ...