Project Management
All new orders from clients are picked up from the New requests to be processed section of the home page. This table will display any pending orders or requ...
Tue, 19 Apr, 2022 at 9:28 AM
If you need to restore a job that has been deleted, navigate to the project that the job was in. Under 'Jobs', tick the option for Show deleted j...
Mon, 22 Jun, 2020 at 3:52 PM
Once you have added a client organisation, you must assign Available Items to them in order to form their personal catalogue. How to add Available Item...
Tue, 28 Nov, 2023 at 2:16 PM
If you have added a job manually on behalf of someone, and would like to share this with the client: On the job main details page, under the Client Contac...
Mon, 22 Jun, 2020 at 3:53 PM
To send an estimate to a client, click the Create Estimate button on the Costs tab of the Job Bag. Edit the text in the Notes field, as appropriate. This...
Tue, 2 Nov, 2021 at 8:31 AM
Creating and sending quote requests from the Job Bag Users with access to the job bag can create quotes without going into the client interface. In ...
Sat, 20 Aug, 2022 at 12:24 AM
If you need to give your users, suppliers, colleagues, clients a message you can use the Panacea Software announcement bar. You can set up an announcement t...
Wed, 10 Aug, 2022 at 4:37 PM
Sending a Purchase Order Go to the Costs tab to send the Purchase Order to the supplier. Click on the button called Purchase Order, add your PO Number to...
Tue, 23 Aug, 2022 at 4:38 PM
In addition to client interface permissions, a Client Manager can process orders. Processing incoming requests From your homepage, you can process ne...
Tue, 6 Apr, 2021 at 5:31 PM
You have the option to record your stage payments on Panacea for selected clients. If you have this function switched on for a client organisation, you will...
Tue, 23 Feb, 2021 at 6:03 PM