For new users we recommend you follow the steps outlined in: Winner Flex onboarding for new users
Welcome to the Flex User Guide. This guide will take you through how to setup then use the Flex platform; which gives you flexibility and enables you to see everything that is happening in your business on one online platform.
Contents
Article Link |
Description |
| What is Winner Flex? | A summary of what the platform can do for your company |
| Initial User Registration | For Administrators to complete: Account creation |
| Setup | For Administrators: First Shop Setup and First Synchronisation |
| How to download, install and activate Winner Flex | Where to find the ISO installation file and how to use it. |
| Navigation | The Flex Platform icons, Global Search, Username Menu, Filters, Help and Action buttons. |
| Admin Area | For Administrators: Company Settings, Shops, Users, User roles, Number range rules, Custom settings, Locks, Licenses and Usage Log. |
| Catalogue Selection | For Administrators: Shows all the supplier catalogues that are available to your company’s account and how to request a catalogue. |
| Manage Licenses | For Administrators: User Licences and Shop Licences |
| Usage Log | For Administrators: How to access an audit log of all activities |
| User Settings | User Profile, Change Password, Default Settings and Products Download |
| Contacts | Steps on how to add a new contact and contact details |
| Projects | Steps on how to add a new project and project details |
| Project Board | Gives a quick overview of the projects in each status. |
| Documents | Attach New Document, Open Whiteboard, Open and Edit a Document |
| Dashboard | Covers what the Dashboard shows and how to personalise it. |
| Reports | How to create, print and save them |
Instruction Manual
Introduction to Flex