e-Services
In the e-Services step in the Setup Wizard you can arrange the document flow for the entity via mailbox.
By combining the settings, you can specify the mailbox. You can combine settings for individual document types or individual entities or a combination of both.
Select the Setup Wizard from the menu Settings | Program | Administration panel | Settings | Documentation.
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Read more detailed information about the e-Services step in the chapter e-Services.
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Case summary
The person responsible wants to add a flow of documents for the entity Merkur d.o.o. The person responsible, for the document type 3000 – Sales for the selected entity, wants to send the created document to BizBox via the BizBox mailbox – Shipping box. This is done as follows:
- e-Services Overview
- Adding a new document flow
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In the Setup Wizard, the person responsible selects the e-Services.
The e-Services Overview window opens.
The person responsible continues to add new document flow.
The person responsible clicks on the last position and opens an empty position by clicking the Down arrow key.
In the Subject field from the list of entities the person responsible selects Merkur Ltd..
In the Document type field from the list of document types the person responsible selects 3000 – Sale.
In the Type field, the person responsible selects the procedure type 'Stored procedure' from the list.
In the Mailbox field from the list of mailboxes the person responsible selects 'BizBox – Predal za pošiljanje / Outgoing mailbox'.
The person responsible saves the position by clicking the Down arrow key.
By clicking the Next button, the person responsible continues to the next step Web Shops in the Setup Wizard.