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DOUBLE CLICK TO OPEN A SOFTWARE. TO ENTER USERNAME AND OPEN A SOFTWARE.

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Presentation on theme: "DOUBLE CLICK TO OPEN A SOFTWARE. TO ENTER USERNAME AND OPEN A SOFTWARE."— Presentation transcript:

1 DOUBLE CLICK TO OPEN A SOFTWARE

2 TO ENTER USERNAME AND OPEN A SOFTWARE

3 INQUIRY REMINDER AND ITS NEXT FOLLOWUP

4 RIGHT SIDE CHECK CUSTOMER PAYMENT PENDING LIST WITH DETAIL FILTERS AND TOTAL OUTSTANDING

5 MASTER CONTAINS ALL YOUR COMPANY INFORMATIONS

6 EDIT FOR ANY COMPANY DETAILS

7 Here to set a logo Here to set a header footer or report and doc path ACCOUN TS DETAILS

8

9 New use for enter a new country,state,ci ty or area. Edit Use for Edit in a country,State, city,area To click save and exit button for data save To open a location register

10 To see a location register report

11

12 Edit or delete enployee details Fill employee detail than click on save and exit Click here for new employee

13 To select uom for add a new unit of measurement Use for search any uom

14 Search uom by name To see uom register

15

16 New use for a add a new item, Edit is use for a edit in item, delete is use for a delete a item Report filter use for a search Download -show a file path Uplod-use for a to upload a excel file here

17 Fill data in item register here than click on save&exit

18 To edit a data in item register then click on save & exit.

19 Upload a file click on open button

20 To see a taxclass select tax class option.

21

22 Edit use for edit a tax class Delete use for delete a tax class.

23

24 To fill User name and Password Here. show-use for see user passward Use for search To see a report

25 Click on

26 New-add a new service Edit-for edit in type of call Delete-use for delete a type of service call. Use for a Search

27 New

28 Click on Company T&c

29 To add a Company T&c in Quotation,sales, and service first select a option then edit in detail..

30 Click on Email formate for add a Email formate

31 Edit option use for Edit a Email Formate Here Edit Header and footer For save data

32 Click on mail Detail for Configure a Email Account for to Send a mail. Then Fill detail and Click on Save and Exit button.

33 Click on Database Backup for data backup..

34 Click on inquiry for create a new inquiry

35

36 Click on new to Generate a New Inquiry Click on edit for edit in a inquiry.

37 Fill all Detail Click on Save &Exit to save a inquiry.

38 New-use for enter a new inquiry and edit use for edit in inquiry. Report Filter use for a search. Select Report use for a see a inquiry reports. Use for upload a inquiry in excel to crm.

39

40 New- for generate new quotation,Edit-for Edit in a Quotation.,and delete use for a delete a quotation.. Revised Quotation use for a second time Send a quotation & mail. Next followup Date is use for a change a date & Report Filter use for a search……..

41 Fill all Data then click on save&exit option. For send a mail select Attache a document Here For select a new item Use for select a customer

42 Use for Edit in Quotation Use Edit Compan y T&c Click on Save & Exit

43 Click on sales option

44 New-generate a new sales,,Edit Use for edit in a sales invoice., Delete use for delete a sales entry… Report Filter use for a search, And Select report place all report genereate, sales invoice, taxinvoice,delivery challan

45

46 Click Here to Receive a Customer Payment.

47 Click the button then pop up new window

48

49

50 To Send mail Click on this button Click on new button to fill a new service form

51

52 New-use for a send new company promational mail.. Fill all detail than Click on save and exit button.


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