How to manage Enquiries for Admins / Managers

Menu Link:Enquiry -> Enquiry List – Admin Search for enquires based on Date range, Enquiry Status, Enquiry Type, Enquiry From, Executives and keyword. Super Admin can search based on location. Click on the blue button for options available for that enquiry. Some options may not show depending upon the enquiry status and follow up status. The options are Edit Enquiry (How to add Enquiry?), Set Schedule (How to Set Schedule for an enquiry?), Update Follow […]

How to save Store Request Details

Select Location Select Product Enter Quantity Click here to save Store Request Details. More resources How to return products to stores How to Manage pending stores request

How to Approve Pending Quotation

Menu Link:Quotation -> Approval Pending List On Performing Quotation Entry, if the value of Value Addition is less than the value of profit margin(profit margin value in master configuration), the quotation will be pending and the details will be shown above. If you click to view link, the pending quotation details will be shown as below. If you click Approve Button, the pending quotation will be Approved. If you click DisApprove Button, the pending quotation […]

How to add Sales bill

Menu Link:Quotation ->Pending Stores Request -> Bill Fill Sales details and payment mode. Fill Product details as required. Select Buy back details if required. Click Add button below other expenses to add expenses details. The below fig shows the detailed view for sales bill. More resources How to create a direct sales

How to return products to stores

Menu Link: Quotation ->Pending Stores Request -> Return Fill all the required details Make sure either normal or defective chech box is checked More resources How to add products with Stock Adjustment

How to Manage Follow Up Details for executives

Menu Link:Enquiry -> Follow Up List This list / report is for executives who can view their own follow up and unscheduled enquiries. Executive can Set Schedule, Update an Follow Up, Create Quotation from this report. Search for follow ups based on Date range, Follow up Status, Enquiry Status and keyword. Following actions can be done from this list. Some actions may not be available depending upon the enquiry status and follow up status. Set […]

How to Manage pending stores request

Menu Link:Quotation -> Pending stores request “Not Yet” under delivery challan comes from Stores request by unchecking the “Need delivery challan” check box. More resources How to add products with Stock Adjustment

How to set Schedule

Click add to add schedule Click save to save Follow Up details. More resources How to Schedule Service Follow up info Details

How to create a direct sales

Menu Link –> Sales -> Direct Sales Search and select exiting customer by clicking “Search” button (see image below) or add New Customer by clicking “New” button . Then add product details. The total amount calculates based on selected price category with tax type. How to add Buy Back details? Buy back product price reduces the cost from the total amount. Installation charges comes in pdf’s when downloaded. Finally click save button to add direct […]

How to update Follow Up

Menu Link –> Enquiry -> Enquiry Entry Select Status Enter Remarks Enter From Time Enter To Time More resources How to Schedule Service Follow up info Details

How to add a new enquiry

Menu Link –> Enquiry -> Enquiry Entry Search and select exiting customer by clicking “Search” button or add New Customer by clicking “New” button . Select Status from drop-down list. Select “Enquiry By” from drop-down list. Select Category from drop-down list. Select “Product Model” from drop-down list. Select “Enquiry From” from drop-down list. Click here to save Enquiry Details. Check “Allot Executive” to schedule executives for this enquiry More resources How to create new Contract