Online Sales & Service Management Software from Celexsa
Menu Link:Product -> change product status To change the product status, goto product and click ‘change product status’ menu from the dropdown Choose location and product type which is need to change the product status After choose the product category and select it. Now it shows the selected list Click the button to change to defective Now it appear on the defective product status Change the steps vice versa for update defective to normal More […]
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. More resources How […]
Menu: Product -> Add Product Enter product name and relevant details. If “Is serial Number mandatory” check box is checked, Product Inventory is managed based on serial numbers only. Enter root price and click the set button to calculate pricing details based on Price Categories. How to add related products?:- Select category to auto populate product models. Select required product models and then click right arrow button to appear product on right side box. Enter […]
Menu Link:Product -> Add Brand You need to add Brands for all the products that you need to add to BudgetERP. This is necessary to add Products. Enter Brand Name and relevant details. The check-box, “Is Active” is checked by default. If you don’t need a brand information in the future, you can edit the brand and uncheck the “Is Active” check-box and make the brand inactive. More resources How to edit / delete Brand […]
Menu Link:Service -> Service Interval Interval (Time period) between two consecutive preventive maintenance service visits. If a maintenance contract is made between customer and company with Quarterly service period, the “Service -> Upcoming PM List” report lines up the contract details when the next service date is due within 7 days from today. Click on Edit link in the list below to edit any Service Interval . Click on Delete link in the list below […]
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 […]
Menu Link:Product -> Brand List How to delete Brand details? Click delete link to delete particular Brand details. Then make sure that you click either ‘OK’ to delete or ‘cancel’ button in confirm alert message. How to edit Brand details? Click Edit link to edit an already existing Brand details. The brand information is displayed in the brand page. You could edit the brand information in that page. More resources What is the need for […]
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 […]
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
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 […]
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
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
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 […]