Page 11 - Administration Training Manual - 181019

Ulpan-Or:
Administration Training Guide

Priority – Financial Management Software

https://vimeo.com/364604824

About Priority:

Priority:
Priority is another way to put in invoices for our clients (found in Zoom).

Priority is dealt w/ in shekel. With Priority, the institution pays, not the students. Still
considered an international account.

· To create an invoice:
o ‫מכירות > חשבונית מכירות > חשבונית עסקה‬
§ Favorites are listed under > ‫תפריט אשי‬
o Go to customer > ‫לקוחי‬
o Then press small box w/ arrow or press F6 to search

§ Look up customer by name or acct number
§ Acct numbers are also found in CRM. It will show up in the

URL when you look up the client
§ Remember to click "ignore case" so all search results will

appear. **this helps as well.
o When you put the customer in, remember to change currency to

shekel. The option for this will only appear after you've put the
client in. Then under (the tab section in the middle left) ‫ מחירים‬is the
option to change ‫שייח‬
a. The first tab (default screen) is called ‫חשבונית פירוט‬

i. Under ‫ מקיט‬put invoice name as
Group Product Jerusalem – remember to
always choose the option w/ reference
numbers that do not start w/ 999.

ii. In ‫ מוצר תואר‬add description/ change
name: put simple details about order.
Remember F2 enlarges the line.

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