Learning Path: Every User

💡This path lists the topics every BOS Pro user should know first, whatever their role. Start here, then follow the path for your role.

1. Find Your Way Around

Introduction: The abbreviations and phrases used in this documentation.
Menus and Navigation: The Main Menu, the navigation bar, the Help menu and the right-click menus.
Keyboard Shortcuts: Lists the keyboard shortcuts in BOS Professional and where each one works, including what Enter and Esc do and how to clear a dropdown field.
Glossary: Look up any term you do not know.

Grid Views: Sort, group, search and choose the columns of any list.
Data Filters: Filter a list by date, rep, customer, status and more.
Batch Updates: Describes how to update several selected records at once using the Batch Update options.

Statuses: Why a transaction is read-only, posted to the ledger or updating stock.
Transaction Flows: How a Quotation becomes a Sales Order, a Work Order, a Delivery Note and an invoice.
Linking Transactions: Describes how copied transactions are linked into a Transaction Flow at header and item level, and the Linked Transactions screen that lists a flow.
Copy Rules: Which transactions you can copy, and what a copy carries across.

Output: Print, preview and email documents.
Email Tutorial: Shows how to create Email Stationery, send single and bulk emails and set up Contact Groups.
Attachments Tutorial: Shows how to create, edit and delete attachments and link them to Google Drive documents.

Warnings and Troubleshooting: Lists the common warning bars and messages in BOS Pro, what causes them and how to fix them: access, dates, copying and approvals, accounting, materials and general messages.
Frequently Asked Questions: Answers common questions about BOS Pro: definitions, differences between similar features, customising, user access, features, troubleshooting and support.
User Access: Why you see "Access denied." and which setting gives access.