Customer Relation
Customer Relation manual
Introduction
CRM dashboard can be found under "Work" menu
Dashboard
Following is an example dashboard There are several major sections; Customer, Quote, Order/Retur...
Customer
Introduction
Following shows a sample window. The chapter describes features available within the window.
Create customer
Click "New customer" on upper right corner of customer table Enter customer data, then click "Cr...
Update Customer
Click "Update" button on the right of customer Update information, then click "Update".
View Customer
Click "View" button on the right of customer Customer modal appears
Customer Performance
Click "View" button on the right of receivable Performance modal appears
Quote
Introduction
Following shows a sample window. The chapter describes features available within the window.
Create quote
Click "New quote" on upper right corner of quote table Enter quote data. Click "+ Add line" i...
Update quote
Click "Update" button on right of the quote Update quote data, then click "Update" Click "+ A...
View quote
Click "View" button on right of the quote Quote modal appears
Approve quote
Click "Approve" button on the right of quote When quote modal appears, click "Approve" or "Dis...
Order
Introduction
Following shows a sample window. The chapter describes features available within the window.
Create Order
Click "New entry", and select order or return Enter order/return data, then click "Submit" Cl...
Update Order
Click "Update" button on right of the order/return Update order/return data, then click "Updat...
View Order
Click "View" button on right of the order/return Order/return modal appears
Reserve Title
Click "Reserve" button to the right of the order/return After successful attempt, hover mouse ...
Approve Order
Click "Approve" button on the right of order/return When order/return modal appears, click "Ap...
Work order
Invoice
Expense
Introduction
Following shows a sample window. The chapter describes features available within the window.
Create Expense
Click "New expense" on upper right corner of expense table When expense modal appears, enter all...
Update Expense
Click "Update" button on the right of expense If no "Update" button, the expense can not be updat...
View Expense
Click "View" button on the right of expense Expense modal appears
Submit Expense
Click "Submit" button on the right of expense If no "Submit" button, the expense can not be submi...
Retract Expense
Click "Retract" button on the right of expense If no "Retract" button, the expense can not be ret...
Approve Expense
Click "Approve" button on the right of expense When expense modal appears, click "Approve" or "D...