How to add Branches or Locations

You could have multiple locations or branches for your firm. Each branch can have its own employees or executives, separate inventory, sales and service information. The documents generated like Invoice, Quotation, Estimates, etc would have the address and billing information of the branch. It is really simple to add multiple branches. Using your Super admin login, go to your Control panel. Click on “Company” >> “Add Branch Location” and enter the relevant information about your […]

Zone Master – How to add and use it

Menu Link:Company -> Add Zone You could create Zones, which will be used to assign your executives as well as your Leads and Customers. When you need to assign an Executive for followup, then the zone would be useful, at that time. For example, if you have a zones called North Zone, East Zone, West Zone, South Zone and Central Zone. An executive called John Doe is assigned to North and Central zones. A prospective […]

How to add Employees or Staff

Menu Link:Company -> Add Employee You could add any number of employees or executives. But only a limited amount of them can have login access. It depends upon the type of package you had purchased.If you have 2 Locations and 20 Login license, then you could have only 20 employees who can login. But you can have thousands of employees added to your data. If you don’t want the employee to have login access, then […]

How to add an Authorized Person

Menu Link:Company -> Add Authorized Person You need to add an authorized person for certain documents to be created, like sales quotation, sales invoice, etc. You can create as many authorized person as you like. Just make sure you have the scanned copy of the signature of the person, for the digital copy of documents. Select employee role and name. Then upload authorized signature as an image. Finally Click “Save” button to add authorized signature […]

How to add your Company Info

Menu Link:Company -> Company Info Enter Company Name, contact mail address and company website URL. Choose logo and footer images to upload. Click save button to update all the details. You could see the preview of the images you had uploaded. More resources How to add / edit / delete Customer Type How to edit / delete existing Customer / Contact Details How to download / backup Customer details

How to add Customer / Contact Details

Menu Link:Enquiry -> Add Contact You need to enter the Company or Individual person’s details, which would be needed in the transaction screens. Most of the fields are self explanatory. The email address is a mandatory field for all the contact persons. If your contact does not have an email, please set your own dummy email address. There is a check-box for “Can Login” for each contacts. Right now we do not have an interface […]

How to add standard complaint remarks

Menu Link:Service -> Add Complaint Remarks Standard Complaint remarks works as a master. Staffs can create complaints easily. No need to type regular kind to defects again and again. It is mandatory to select Complaint remarks while creating complaints Enter Complaint Remarks Name for this category. Enter the detailed standard complaint remarks . Make sure that the “Is Active” check box is checked, then only the complaint remarks will be available in Complaint Page. More […]

How to add a new Supplier

Menu Link:Company -> Add Supplier Supplier details added here are needed while creating Purchase Orders, Purchase order Return, Supplier Outward in Service module. Enter supplier Company Name and relevant details. Fill supplier contact address. Make sure that the check box is checked, if the billing address is same with contact address. How to add supplier contact? Steps:- Fill up contact details as required. Make sure the Mail check box is checked for whom mail will […]

How to edit / delete Complaint remarks

Menu Link:Service -> Complaint Remarks List  Remarks can be listed based on keyword and Categories… How to delete Complaint Remarks details? Click delete link to delete particular Complaint Remarks details. Then make sure that you click either ‘OK’ to delete or ‘cancel’ button in confirm alert message. How to edit Complaint Remarks details? Click Edit link to edit an already existing Complaint Remarks details. The details are populated in Add Master Complaint Remarks page. More […]

How to add / edit / delete Follow up status

Menu Link:Company -> Follow Up Status Enter Follow up status name. Check “Is Service” if you want this follow up status to show up in service module, otherwise it would be used in sales module. “To Change” radio button to indicate this status as incomplete. “To Close” radio button to indicate the service requirement can be closed. “To Quote” radio button to indicate this enquiry can be used for quotation. Click save button to add […]

How to add Employee Leave

Menu Link:Company -> Add Employee Leave to know when the employee / executive takes leave or permission, helps us to schedule follow up accordingly. You don’t have to schedule a executive to a prospective lead, without knowing he is on leave and embarrass yourself. Or you don’t have to ask and confirm your executive for each schedule. Click “Full day” check box to apply full day leave then Start time and end time fields disappears. […]

How to edit / delete existing Customer / Contact Details

Menu Link:Enquiry -> List Contact You can search based on location / branch, customer type, keyword. Click on edit link to edit the customer details. Click on delete link to delete the customer details. More resources How to return products to stores

How to download / backup Customer details

Menu Link:Master – Download Business Data If you click Download All Customers button, the Customer Details such as Account Name, Customer Type, Is Active, Zone, Location, Contact Address, Billing Address and Phone Number will be downloaded as an excel file. If you click Download Customer Contacts button, the Customer Contact Details such as Account Name, Contact Name, Designation, Department, Mobile No, Phone No, Email Address will be downloaded as an excel file. You can also […]