Question Bank

230-Question Bank

User questions to drive second-pass exploration and verify whether the manual can answer real OfficeGest tasks. Status values will be added as each question is verified against the demo UI.

Sales and Invoicing

  1. Which OfficeGest sales document should I create: FT, FR, FS, R, NC, ND, FP, ENC, ORC, or a guide?
  2. Which conversion action should I choose from a saved quotation or sales order?
  3. How do I create a Factura [FT]?
  4. How do I cancel a Factura [FT]?
  5. How do I create a Credit Note [NC] from a Factura [FT] view?
  6. How do I create a Factura / Recibo [FR]?
  7. How do I create a Simplified invoice [FS]?
  8. How do I create a Receipt [R]?
  9. How do I create a Receipt [R] from a Factura [FT] view?
  10. Why does a receipt show No lines when I try to save it?
  11. How do I reverse a receipt?
  12. How do I create a Note Debit [ND]?
  13. How do I create a Credit Note [NC]?
  14. How do I create a Shipping Doc [GR]?
  15. How do I create a Transportation Note [GT]?
  16. How do I create an Asset Movement Guide [GA]?
  17. How do I create a supplier guide [NGT]?
  18. How do I create a guide for consignment [GC]?
  19. How do I create a separation guide [GSA]?
  20. How do I create an internal document [GS]?
  21. How do I create an order/internal doc [ENC]?
  22. How do I create a quotation [ORC]?
  23. How do I convert a quotation [ORC] into an invoice [FT] draft?
  24. How do I finalize an invoice [FT] draft created from a quotation [ORC]?
  25. How do I convert a quotation [ORC] into an invoice / receipt [FR] draft?
  26. How do I finalize an invoice / receipt [FR] draft created from a quotation [ORC]?
  27. How do I convert a quotation [ORC] into a sales order [ENC] draft?
  28. How do I finalize a sales order [ENC] draft created from a quotation [ORC]?
  29. How do I convert a sales order [ENC] into an invoice [FT] draft?
  30. How do I finalize an invoice [FT] draft created from a sales order [ENC]?
  31. How do I convert a sales order [ENC] into an invoice / receipt [FR] draft?
  32. How do I finalize an invoice / receipt [FR] draft created from a sales order [ENC]?
  33. How do I create a pro-forma invoice [FP]?
  34. How do I convert and finalize a pro-forma invoice [FP] as an invoice [FT]?
  35. How do I convert and finalize a pro-forma invoice [FP] as an invoice / receipt [FR]?
  36. How do I convert and finalize a pro-forma invoice [FP] as a sales order [ENC]?
  37. How do I create a deferred receipt [RP]?
  38. How do I create a batch billing run?
  39. How do I print a lot of documents?
  40. How do I save a sales document as draft?
  41. How do I edit a saved sales invoice draft before finalizing it?
  42. How do I add another line to a saved sales invoice draft?
  43. How do I change quantity on a saved sales invoice draft?
  44. How do I delete a line from a saved sales invoice draft?
  45. How do I finalize a sales document?
  46. Why does OfficeGest show No lines when I try to finish an invoice?
  47. Why does OfficeGest show mandatory fields unfilled when my invoice already has lines?
  48. Why does OfficeGest show inactive billing entity when I select a customer?
  49. Why does an invoice / receipt stop at the Payment modal instead of saving?
  50. Why does an invoice / receipt still stop at Payment when I already added a payment row?
  51. How do I split an invoice / receipt payment across two payment methods?
  52. Why does a simplified invoice stop at the Payment modal instead of saving?
  53. How do I select the customer/entity on an invoice?
  54. How do I create a final customer during invoicing?
  55. How do I add vehicle details to an invoice?
  56. How do I remove vehicle details from a printout?
  57. How do I select the billing address?
  58. How do I change the fiscal zone on a document?
  59. How do I set the payment method and due date?
  60. How do I add document comments?
  61. How do I add an internal note to a document?
  62. How do I add article lines to a document?
  63. How do I search for articles inside a document?
  64. How do I duplicate a document line?
  65. How do I attach files to a sales document?
  66. How do I add shipping/portes to a document?
  67. How do I apply a gift card to a document?
  68. How do I apply a loyalty card to a document?
  69. How do I check VAT rates before finalizing?
  70. How do I read the totals and retention section?

Stocks and Articles

  1. How do I open the Articles list?
  2. How do I search for an article by Article ID?
  3. How do I search for an article by description?
  4. How do I filter articles by Standard, Services, or Accounting?
  5. How do I filter active versus inactive articles?
  6. How do I enable advanced search on articles?
  7. How do I change rows per page in the article list?
  8. How do I export articles to Excel?
  9. How do I print the article list?
  10. How do I configure article-list columns?
  11. How do I create a new article?
  12. Which article fields are mandatory?
  13. How do I choose an article type?
  14. How do I assign a brand to an article?
  15. How do I assign family, sub-family, and sub-sub-family?
  16. How do I add or generate a barcode?
  17. How do I set the unit of measure?
  18. How do I set purchasing price?
  19. How do I set selling price?
  20. How do I set selling price with VAT?
  21. How do I change the profit margin?
  22. How do I choose the VAT rate?
  23. How do I create an article with serial-number tracking?
  24. How do I create an article with lot tracking?
  25. How do I configure a complementary article?
  26. How do I make a complementary article required?
  27. How do I define a tire article?
  28. How do I fill EPREL data for tires?
  29. How do I update stock quantity for an existing article?
  30. How do I view stock by warehouse?
  31. How do I view article sales history?
  32. How do I view article purchase history?
  33. How do I perform a stock movement?
  34. How do I perform a stock recounting?
  35. How do I import prices or stock from a file?
  36. How do I manage base prices?
  37. How do I manage customer price tables?
  38. How do I redistribute warehouse stock?
  39. How do I define selling-price update rules?
  40. How do I manage discounts?

Entities and CRM

  1. How do I create a new customer?
  2. How do I create a new prospect?
  3. How do I create a new supplier?
  4. How do I create a new employee?
  5. How do I search customers?
  6. How do I search suppliers?
  7. How do I manage contacts?
  8. How do I open GDPR records?
  9. How do I create a CRM appointment?
  10. How do I view the CRM agenda by month?
  11. How do I view the CRM agenda by week?
  12. How do I view the CRM agenda by day?
  13. How do I filter agenda by employee?
  14. How do I use My versus All agenda views?
  15. How do I create a recurring appointment?
  16. How do I mark an appointment as performed?
  17. How do I create a task?
  18. How do I mark a task as completed?
  19. How do I reopen or edit a task?
  20. How do I create a business opportunity?
  21. How do I manage leads?
  22. How do I manage campaigns?
  23. How do I manage CRM teams?
  24. How do I manage sales pipeline phases?
  25. How do I set a sales goal?
  26. How do I use SMS templates?
  27. How do I classify customers with ABC classification?
  28. How do I manage task types?
  29. How do I use the message center?
  30. How do I manage chat users and groups?

Purchases, Financial, Accounting, and Banks

  1. How do I create a supplier invoice [FAF]?
  2. How do I register purchases or expenses [CD]?
  3. How do I create a supplier cash sale [VDF]?
  4. How do I associate purchases with stock?
  5. How do I view purchasing history for an article?
  6. How do I manage supplier documents?
  7. How do I consult a customer current account?
  8. How do I consult a supplier current account?
  9. How do I record a payment received?
  10. How do I record a payment made?
  11. How do I manage refunds?
  12. How do I view financial dashboards?
  13. How do I reconcile bank movements?
  14. How do I import bank transactions?
  15. How do I create accounting entries?
  16. How do I validate accounting entries?
  17. How do I prepare an IVA declaration task?
  18. How do I export SAF-T?
  19. How do I handle SEPA direct debits?
  20. How do I configure bank accounts?

Tickets, Helpdesk, DMS, Attachments, and Reports

  1. How do I create a new ticket?
  2. How do I view the tickets dashboard?
  3. How do I assign ticket departments?
  4. How do I configure ticket access levels?
  5. How do I add ticket attachments?
  6. How do I configure automatic responses?
  7. How do I search existing tickets?
  8. How do I close a ticket?
  9. How do I reopen a ticket?
  10. How do I convert a ticket into a task?
  11. How do I attach a file to an entity?
  12. How do I attach a file to a document?
  13. How do I manage document workflows in DMS?
  14. How do I scan or upload a document to DMS?
  15. How do I approve a document?
  16. How do I reject a document?
  17. How do I run a standard report?
  18. How do I configure custom reports?
  19. How do I export report results?
  20. How do I schedule reports or alerts?

Administration, Settings, Localization, and Security

  1. How do I switch language?
  2. How do I change my profile definitions?
  3. How do I log out?
  4. How do I use direct search with Ctrl K?
  5. How do I use the QR code scanner?
  6. How do I read the activity center?
  7. How do I mark notifications as seen?
  8. How do I see all messages?
  9. How do I see all tasks?
  10. How do I see online staff?
  11. How do I interpret the licensing panel?
  12. How do I change document printing settings?
  13. How do I manage email templates?
  14. How do I configure document series?
  15. How do I configure VAT rates?
  16. How do I configure fiscal zones?
  17. How do I configure warehouses/stores?
  18. How do I configure users and permissions?
  19. How do I configure access levels?
  20. How do I understand demo-version limitations?

Vertical Modules and Unusual Cases

  1. How do I manage workshop appointments?
  2. How do I check whether a vehicle has an open budget?
  3. How do I use a license plate in workshop flows?
  4. How do I create a new car from a document?
  5. How do I create a sinister/claim record?
  6. How do I manage maintenance contracts?
  7. How do I manage subscriptions?
  8. How do I use the Rent-a-Car module?
  9. How do I use the Stand/auto showroom module?
  10. How do I use shipping module tools?
  11. How do I manage warranties?
  12. How do I manage fixed assets?
  13. How do I manage biometric attendance?
  14. How do I use Human Resources screens?
  15. How do I use Retail screens?
  16. How do I use SAFT Externo?
  17. How do I manage Tables Support entries?
  18. How do I recover if a page shows no data?
  19. How do I understand DataTables pagination and filtered totals?
  20. How do I know whether a button saves immediately or opens a modal?
  21. How do I cancel out of a modal without saving?
  22. How do I identify required fields in forms?
  23. How do I interpret red/required asterisks?
  24. How do I find a hidden option in a collapsed sidebar section?
  25. How do I use column-specific search boxes?
  26. How do I reset custom columns?
  27. How do I troubleshoot an entity selector that returns no results?
  28. How do I troubleshoot an article selector that returns no results?
  29. How do I know which AJAX call powers a screen?
  30. How do I tell whether a process is frontend-only or server-backed?

Second-Pass Status

These questions are not all answered yet. They are the validation checklist for the next exploration pass.