User manual (EN)
The Surface Solutions manual provides a comprehensive and structured overview of all the platform’s features. It explains step by step how to create, manage, and edit calculations, quotes, invoices, customers, and orders, and describes the document definition process for customized PDFs and email distribution. The goal is to help users quickly find their way around, implement processes efficiently, and use the software safely and consistently across all organizational workflows. Thus, the manual serves both as an introduction for new users and as a reference guide for experienced ones.
Registration & Setup
Overview
The chapter “Registration and Setup” describes the introduction to Surface Solutions – from creat...
Registration
Registration for Surface Solutions is done via the website surface-solutions.comClick the button ...
Initial Setup
After successful registration and the first login, the user is automatically guided through the s...
Calculations
Overview
The calculations in Surface Solutions are the central tool for performing all computations for yo...
Calculation Overview
The Calculation Overview is the central entry point in Surface Solutions.Here, you can see all ex...
Calculation Editor
The Calculation Editor is the heart of Surface Solutions.Here, new calculations are created, edit...
Calculation Definition
The Calculation Definition in Surface Solutions is the central tool for designing the calculation...
Item Database
The Item Database in Surface Solutions is a central tool for managing all items in your company. ...
Offer
Overview
Offers in Surface Solutions form the central link between calculations and orders. They allow you...
Creating Offers
In Surface Solutions, offers can be created directly from a calculation. The prerequisite is that...
Offer Overview
The Offer Overview in Surface Solutions provides central management of all created offers. It all...
Create Follow-Up Offers
A follow-up offer is used to make small changes based on an existing offer, without recalculating...
Order
Overview
Orders in Surface Solutions serve as the central management layer for all order processes. They a...
Create Order
Orders allow you to represent won offers. They enable you to track costs and create invoices or c...
Order Overview
The order overview provides a structured display of all orders in your system and functions simil...
Order Editor
The Order Editor is the central page for managing an individual order. It opens when you click on...
Delivery Notes
Delivery notes in Surface Solutions are used for documenting and tracking deliveries within an or...
Invoice
Overview
With Surface Solutions, you can make your invoicing efficient, transparent, and traceable. It all...
Create Invoice
Invoices in Surface Solutions are created exclusively based on existing orders. This means that a...
Invoice Overview
The invoice overview provides a central view of all invoices created in the system. From here, in...
Canceling Invoices
Invoices can be canceled directly from the invoice overview or in the invoice editor.To cancel an...
Create Credit Notes
Credit notes in Surface Solutions are created exclusively from existing orders. A credit note can...
Export Invoices in Bulk
In the Invoice Overview, users have access to the Bulk Export function to export multiple invoice...
Customer
Overview
The Customer Management feature in Surface Solutions serves as the central hub for maintaining an...
Manage Customers
In Surface Solutions, you can centrally manage, edit, and create new customers.You can access the...
Customers Import and Export
Depending on your version, this function may not yet be activated. Please contact your account ma...
Suppliers & Purchases
Overview
The supplier and purchase management in Surface Solutions serves as a central hub for organizing ...
Manage Suppliers
Under Manage Suppliers, you will find an overview of all suppliers registered in the system. Usin...
Create Purchases
To create a new purchase, navigate in the main menu to the "Purchase" section and click the "Crea...
Material Requirements List
The Material Requirements page allows you to review the materials needed for your purchases and d...
Inventory management
Document definition
Overview
Through the document definition in Surface Solutions, you can control the contents of all automat...
Document Definition for Invoices & Credit Notes
In the document definition, you determine how all documents generated by Surface Solutions appear...
Document Definition for Offers
The document definition for offers in Surface Solutions allows you to centrally control the layou...
Document Definition for Purchase Orders
The Document Definition for Purchase Orders specifies how purchase orders generated from Surface ...
Document Definition for Emails
In the document definition for emails, you can specify how the automatically generated emails fro...