How to edit / delete Product Categories

Menu Link:Product -> Category List How to delete Category details? Click delete link to delete particular Category details. Then make sure that you click either ‘OK’ to delete or ‘cancel’ button in confirm alert message. How to edit Category details? Click Edit link to edit an already existing Category details. The category information is displayed in the Category page. You could edit the category information in that page. More resources How to add Tax Type […]

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 Tax Type

Menu Link:Company -> Tax Type Enter Tax Type Enter Tax Percentage to calculate. It will reflects on product price while making purchase order and Direct sales . Enter Display name. Click save button to add tax type details How to edit or delete Tax Type? Steps:- 1. Click Delete link to delete the particular tax type. 2. Click Edit link to edit existing tax type. More resources How to manage product details

How to manage Supplier

Menu Link:Company -> Supplier List How to delete supplier details? 1. Click delete link to delete particular supplier details. 2. Then make sure that you click either ‘OK’ to delete or ‘Cancel’ button in confirm alert message. How to edit supplier details? 1. Click Edit link to edit an already existing supplier details. The details populated in add supplier page. 2. Click save button to add supplier details. More resources How to manage Enquiries for […]

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 manage product details

Menu Link:Product -> Product List How to delete product details? Click delete link to delete particular product details. Then make sure that you clik either ‘ok’ to delete or ‘cancel’ button in confirm alert message. How to edit product details? Click Edit link to edit an already existing product details. The details populated in add product page. More resources How to return products to stores How to remove products using Stock Deduction

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 […]

How to View Quotation Details

Menu Link:Quotation – Quotation List On Click Change button, the following image will be shown. On Click View button, the following image will be shown. On Click Copy button, the following Details are populated in quotation page. More resources How to View Complaint

What is the need for Price Category

The price category is used for having multiple price slabs for a single product. A product will have a Purchase Price by default. It will also have a Sales Price. But apart from that it could also have a Dealer Price, Special Customer Price, Festival Season Price, etc. You could create a template for the price category using the Price Category page. It could be accessed via Product >> Price Category menu. How to add […]