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Customer Ledger Creating new account customers Whenever you are creating a new customer, you should always search first to prevent any duplicate customers being created. ·         Navigate to Customer > Enquiry      ·         Enter ‘Company’ name an...

Overview  NCompass Advanced Retail can track and calculate sales commission, this can be based on a percentage of the sale value, or a percentage of the profit on a sale, you can also add Spivs to products   NCompass will calculate the total commission and S...

  Domestic and General Warranties Configuration and Use   Procedure Guide for NCompass     Overview. 3 Configuration. 4 Setting the providers availability. 4 Setting the providers details 5 Updating the warranty templates 7 Adding Warranty Categori...

  Domestic and General Warranty Sales   Procedure Guide for NCompass   NCompass Versions 11.14.0 (and Above)     This guide covers your core system please keep it to hand for reference.     Rev. 1.0 Authors DP                       Need...

NCompass WAS can build lists of EAN Numbers, by scanning the EAN or the Stock Number label Start by pressing the Lists option in the Menu This will show you all lists that you have access to If you have no lists, this will be empty, you can create a new list b...

What the HR module does The HR module adds holiday and overtime management to NCompass. Staff request annual leave and overtime from inside NCompass, see their entitlement and booking history, and get warned about clashes before they submit. Managers and HR st...

Onboarding  Domestic and General will require confirmation that the retailer's system is set up correctly, so this specific onboarding procedure must be followed Dealer Contacts D&G and Signs up Dealer Contacts our admin team and signs up, Admin Adds SJ and as...

Your licencing must include one of the agreement modules (Rental, Maintenance, or Service) and Agreement Reviews to take advantage of these features. This manual covers only the specific features added in NCompass Advanced Retail version 11.07 and onwards. For...

When setting up new agreements or editing existing ones, you can force the selection of a contract version. To do this, you need to set the configuration option ‘Require Contract Version for Agreements’. This can be set in Tools > Configuration. Type ‘Require ...

NCompass Today Notifications – Charge Review: Navigate to Tools > Configuration. In the search box, type ‘NCompass Today - Show Charge Reviews Due in Days’. Tick the Search All checkbox. Click Search. Set the number of days in advance for the charge review war...

Setting Salesperson for Agreement Renewal Reviews Navigate to Tools > Configuration. In the search box, type ‘Salesperson for Agreement Renewal Reviews’. Tick the Search All checkbox. Click Search. Set the required salesperson globally. If not set, the review ...

The contract ‘Version’ allows the agreement to be tagged with the version of the originally signed agreement. For example: ‘Pre 2020’ ‘36-month fixed term paperwork V1’ ‘36-month fixed term paperwork V2’

Navigate to Administration > Agreements > Contract Versions This Admin window allows you to view, add, or amend contract versions. You can also mark a contract version as ‘expired’. Adding a New Contract Version Click ‘New’. Enter a name for the contract versi...

Renewal Date There is a new tab on the agreement setup window (agreement step 1). Clicking the tab flips the top part of the window to show the new Renewals section. To set a renewal date: Click the checkbox and enter the renewal date or click the calendar ico...

Finding Agreements by Renewal Date To find agreements that by renewal date go to: Navigate to Agreements > Detailed Enquiry. Filters There are a range of filters available, including a new filter by renewal date: Not set – Include agreements with no renewal da...

Configuring Renewal Letters in NCompass Email System Renewal letters are sent out via the NCompass Email system, the template can be configured in the admin menu. Navigate to Administration > Email Templates. Assistance Our Implementations Team will assist you...

This module is specifically designed to manage agreements, it allows you to tag an agreement for review, this could be for several reasons. •    Account in arrears •    Customer has made an enquiry for account balance or discrepancy.  •    Equipment upgrades •...