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Published byWilfred Dawson Modified over 8 years ago
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DOUBLE CLICK TO OPEN A SOFTWARE
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TO ENTER USERNAME AND OPEN A SOFTWARE
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INQUIRY REMINDER AND ITS NEXT FOLLOWUP
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RIGHT SIDE CHECK CUSTOMER PAYMENT PENDING LIST WITH DETAIL FILTERS AND TOTAL OUTSTANDING
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MASTER CONTAINS ALL YOUR COMPANY INFORMATIONS
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EDIT FOR ANY COMPANY DETAILS
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Here to set a logo Here to set a header footer or report and doc path ACCOUN TS DETAILS
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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
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To see a location register report
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Edit or delete enployee details Fill employee detail than click on save and exit Click here for new employee
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To select uom for add a new unit of measurement Use for search any uom
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Search uom by name To see uom register
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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
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Fill data in item register here than click on save&exit
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To edit a data in item register then click on save & exit.
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Upload a file click on open button
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To see a taxclass select tax class option.
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Edit use for edit a tax class Delete use for delete a tax class.
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To fill User name and Password Here. show-use for see user passward Use for search To see a report
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Click on
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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
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New
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Click on Company T&c
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To add a Company T&c in Quotation,sales, and service first select a option then edit in detail..
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Click on Email formate for add a Email formate
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Edit option use for Edit a Email Formate Here Edit Header and footer For save data
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Click on mail Detail for Configure a Email Account for to Send a mail. Then Fill detail and Click on Save and Exit button.
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Click on Database Backup for data backup..
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Click on inquiry for create a new inquiry
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Click on new to Generate a New Inquiry Click on edit for edit in a inquiry.
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Fill all Detail Click on Save &Exit to save a inquiry.
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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.
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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……..
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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
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Use for Edit in Quotation Use Edit Compan y T&c Click on Save & Exit
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Click on sales option
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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
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Click Here to Receive a Customer Payment.
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Click the button then pop up new window
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To Send mail Click on this button Click on new button to fill a new service form
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New-use for a send new company promational mail.. Fill all detail than Click on save and exit button.
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