Online Sales & Service Management Software from Celexsa
Click here to view the demo video Menu Link: Service -> Contract List To change the serial number, go to the Service menu and click the ‘Contract List’ menu from the dropdown Click on “Change Product” menu on the “Set” action menu (against the contract you want to make the change) On the new page, you could change the serial number of the product. The serial number cannot be changed, if the […]
How the app works? User clicks the start button in one of the lists. For Service Page Updation Enters into the update page and fills the Start date and date Selects the status Dropdown list(Present right side to the status text and above the start date) Next enters the remarks and then the number of calls More resources Zone Master – How to add and use it
Menu: Ser.Stores -> Supplier Outward Entry search supplier After selecting supplier, product details will be added. More resources How to add a new Supplier How to manage Supplier How to create a complaint entry
Menu: Service -> Contract List This page is visible for Admins & managers. They can view all contracts created by all executives in their location. Only Super Admin can search based on location. The status shows whether the contract is approved by Admin or not. Edit : Click Edit link to edit already existing contract. Cancel : Click this link to cancel the contract. View : Click this link and the page as shown below […]
Menu: Service -> Cancelled Contract Executives can view contracts created by them. Executives cannot view contract created by others. Edit : Click Edit link to edit already existing contract. Cancel : Click this link to cancel the contract. View : Click this link and the page as shown below could be viewed Create Quote : Click Create Quote to make contract quotation More resources How to find customers involved in service and provide appropriate service […]
Menu: Service -> Cancelled Contract More resources How to find customers involved in service and provide appropriate service How to add Service Contract Type
Menu: Service -> Contract Approval List Note: Admins only can view this page. All contracts needs to be approved by an admin before it can be released to customer. Billable Contract Approval Non – Billable Contract Approval More resources How to find customers involved in service and provide appropriate service How to add Service Contract Type
Menu: Service -> Expired Contracts Employees with Admin role can only view this page. Admins will be able to search and view contracts locked to their location. Admins can contracts created by the executives in their location. Only Super Admin can search all locations and view contracts created by all employees. Contract that will expire in next 30 days and those contracts expired in last 60 days can only be searched and viewed. More resources […]
Menu: Service -> Service -> List Follup – admin -> Set -> Stores request Add Stores request. Add executive schedule. More resources Manage approval pending stores request How to Manage pending stores request How to save Store Request Details
Menu Link:Service -> Contract Type You can add as many as contract types your business requires. You can manipulate thru’ multiple options available to make special contract types. If your contract type will work like preventive maintenance, please select ‘Is Preventive Maintenance’ radio button. Else select “Is Per Call” if it works on “Per Call” principle. These contract types are needed to create a contract. These will be used in Complaint module, to decide whether […]
Menu Link –> Service -> Contract Entry Search and select exiting customer by clicking “Search” button (see image below) or add New Customer by clicking “New” button . After selecting customer, product details entry will be shown. To add multiple products click “New” button in Product area. To update start and expiry dates of multiple products, click “Click here to change date” link. To view price details of a entered product, click “View” button of […]