KnowledgeBase

Reports are essential in business for conveying information, problem-solving, and recommending actions. But tailoring them to specific needs isn’t always easy. With the Report Builder app, you can effortlessly create custom reports from your Appward data.

The Admin app is where you can create new Appward users. You can configure each user’s individual access levels as well as define platform-wide settings for everyone. This guide will walk you through the process of adding new users and utilizing the Roles app to set up your organization’s default app configurations. 

The Receiving app is used to document the times, dates and locations of shipments received by your organization. This guide will cover how to follow up on Purchase Orders and receive your ordered items.

A sales order is a seller’s response to a customer’s purchase, confirming sale details and indicating intent to fulfill the order. Its primary purpose is to communicate order specifics to internal fulfillment departments. This guide will cover how you can use the Sales Orders app to efficiently manage sales orders, link contacts, sales reps, commission schedules and approvals. It documents order details for seamless, transparent transactions with customers.

Purchase Requests is an app designed for tracking and managing your company’s procurement requests. With this app, you can keep precise oversight of purchase-related activities from request submission to final approval and fulfillment. This guide will cover everything you need to know about the Purchase Requests app, including how to add new requests, gain approval and ultimately put in an order.

As the companion app to Purchase Requests, Purchase Orders allows you to efficiently initiate and oversee the purchases made by your organization. This guide will cover everything you need to know about the app including the connection between requests and orders, how to add new orders and the process of following up.

Special Events Director is a companion app to Special Events. It is used to create and manage organized events such as conferences, summits and parties. In this guide, we’ll cover how to add, view and manage every detail of your events.

Whether you’re in charge of a warehouse, factory, shop, or office, understanding the location and condition of your assets is essential for efficient resource allocation. This guide is designed to help you navigate Pinpoint’s features, offering insights into managing personnel, assets, projects, and work orders through a comprehensive, bird’s-eye view of your entire business.

Tours is Appward’s solution for easy onboarding of new users to all of our applications. It creates a simulated experience that takes a user through the general layout of an application, its add process, edit process and all other features of the app.

Insights bring your organization’s data to life. You can create customized views for any topic, keeping track of the information that matters most. This guide covers everything you need to know about Insights, from creating them to sharing with your team, and how they can help you extract valuable information from your apps.

Understanding your organization’s finances is not just crucial; it’s the cornerstone of sustainable success and growth. With Appward’s Budgets app, you gain access to a comprehensive suite of features designed to empower you in every aspect of financial management.

Effective expense management is crucial for financial control and timely reimbursements. Outdated systems create administrative burdens and increase the risk of oversight. With the Expenses app, Employees can easily list expenses, attach receipts, and create reports.

Simplify your project document reviews with Appward’s Markups app. Eliminate the risks of oversights and lack of control inherent in manual processes, especially in complex projects.

Welcome to Conversations – a tool for conducting and maintaining records of interactions with your team, partners, customers and vendors. In this guide, we’ll walk you through each style of Conversation, how to use and track each style and go over how Conversations is used across numerous Appward apps.

Inconsistent pay can harm a business, causing unhappy employees, high turnover, and financial losses. It’s crucial to address this to keep your team happy, stable, and make better financial choices. With Appward’s Wages app, you can customize base rates for company positions, aligning them with industry standards, internal equity, or performance metrics to match your organizational goals. 

Appward’s Support Contracts simplifies Service Level Agreement management by centralizing agreements. This helps ensure consistent service and avoids missed renewals, ultimately boosting customer satisfaction and revenue for businesses. This guide will provide you with all the necessary details of navigating and using Support Contracts.

This guide will cover everything you need to know about the app including how to add and organize notes, compose the perfect note and share your notes with your team.

Appward’s Deliveries app simplifies delivery management. Its user-friendly design and features allow you to track delivery status, customer comments, and communicate with your team effortlessly.  Receive timely updates on delays or successful deliveries through notifications sent directly to your workspace.

The File Explorer app seamlessly integrates with every application on Appward. As you navigate through various apps within the platform, you’ll find a dedicated Files tab in the details flyout of each record. Additionally, if preferred, you can access the File Explorer as a standalone application. This versatile tool allows you to efficiently manage, download, and update your organization’s crucial files, whether they are stored in the cloud or locally.

With Appward’s Forums app, organizations can simplify communication through our centralized platform. Employees can coordinate and engage in discussions within main forums, sub-forums, or through direct messaging.