Relación con el cliente
Manual de operación de relación con el cliente en español
Introducción
CRM dashboard can be found under "Work" menu
Panel de control
Following is an example dashboard There are several major sections; Supplier, Quote, Order/Retur...
Cliente
Introducción
Following shows a sample window. The chapter describes features available within the window.
Crear Cliente
Click "New customer" on upper right corner of customer table Enter customer data, then click "Cr...
Actualizar Cliente
Click "Update" button on the right of customer Update information, then click "Update".
Ver Cliente
Click "View" button on the right of customer Customer modal appears
Rendimiento del cliente
Click "View" button on the right of receivable Performance modal appears
Cotizacion
Introducción
Following shows a sample window. The chapter describes features available within the window.
Crear cotización
Click "New quote" on upper right corner of quote table Enter quote data. Click "+ Add line" i...
Actualizar cotización
Click "Update" button on right of the quote Update quote data, then click "Update" Click "+ A...
Ver cotización
Click "View" button on right of the quote Quote modal appears
Aprobar cotización
Click "Approve" button on the right of quote When quote modal appears, click "Approve" or "Dis...
Orden
Introducción
Following shows a sample window. The chapter describes features available within the window.
Crear Orden
Click "New entry", and select order or return Enter order/return data, then click "Submit" Cl...
Actualizar Orden
Click "Update" button on right of the order/return Update order/return data, then click "Updat...
Ver Orden
Click "View" button on right of the order/return Order/return modal appears
Reservar Título
Click "Reserve" button to the right of the order/return After successful attempt, hover mouse ...
Aprobar Orden
Click "Approve" button on the right of order/return When order/return modal appears, click "Ap...
Orden de trabajo
Factura
Gasto
Introducción
Following shows a sample window. The chapter describes features available within the window.
Crear Gasto
Click "New expense" on upper right corner of expense table When expense modal appears, enter all...
Actualizar Gasto
Click "Update" button on the right of expense If no "Update" button, the expense can not be updat...
Ver Gasto
Click "View" button on the right of expense Expense modal appears
Enviar Gasto
Click "Submit" button on the right of expense If no "Submit" button, the expense can not be submi...
Retraer Gasto
Click "Retract" button on the right of expense If no "Retract" button, the expense can not be ret...
Aprobar Gasto
Click "Approve" button on the right of expense When expense modal appears, click "Approve" or "D...