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Using Guides in Koble

 

The purpose of this article is to guide users on how to effectively utilize guides in the Koble ERP platform to streamline processes, learn new tasks, and ensure consistency in operations.

Key Steps

  1. Accessing Guides:

    • Locate the right-hand toolbar on the Koble ERP platform.

    • Browse through different types of guides such as how-to guides and detailed process guides.

    • Guides are sorted by areas like sales, expense, inventory, etc.

    • Utilize the search function to find specific guides quickly.

  2. Selecting a Guide:

    • Type in keywords related to the task you want to perform in the search bar.

    • Click on the relevant guide icon that appears (e.g., orange for new customer).

    • The guide will load on the right-hand side of the screen.

  3. Following the Guide:

    • The guide will walk you through each step of the process.

    • Pay attention to indicators like colored dots to identify required fields.

    • Read the descriptions provided for each step to understand the task.

    • Complete each task by filling in the necessary information and tabbing to move to the next step.

  4. Navigating Through Tabs:

    • Some tasks may require settings on different tabs within the entity.

    • Click on the step within the guide to navigate to the relevant tab on the screen.

  5. Additional Information:

    • Guides are designed to help users learn and reference tasks without the need to search external documentation.

    • Guides are continuously updated and expanded to cover various processes in the Koble platform.

    • Online documentation is available for more in-depth information and video tutorials.

Cautionary Notes

  • Ensure to follow each step of the guide carefully to avoid errors in data entry.

  • Double-check all information entered before proceeding to the next step.

  • Seek assistance from a supervisor or refer to online documentation if you encounter difficulties following a guide.

Tips for Efficiency

  • Familiarize yourself with the search function to quickly find relevant guides.

  • Use the tab key to navigate through tasks efficiently.

  • Take advantage of guides to learn new processes and maintain consistency in operations within the Koble ERP platform.