# Relación con el cliente Manual de operación de relación con el cliente en español # Introducción CRM dashboard can be found under "Work" menu [![home-crm-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/home-crm-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/home-crm-es.png) # Panel de control Following is an example dashboard There are several major sections; Supplier, Quote, Order/Return, Inbound-booking, Picking-list, Charge, Inventory, Report, Tool. Some sections may not be available from customization [![crm-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-es.png) # Cliente # Introducción Following shows a sample window. The chapter describes features available within the window. [![crm-customer-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-customer-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-customer-es.png) # Crear Cliente Click "New customer" on upper right corner of customer table [![finance-customer-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/TtSfinance-customer-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/TtSfinance-customer-es.png) Enter customer data, then click "Create". [![modal-new-customer-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/modal-new-customer-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/modal-new-customer-es.png) # Actualizar Cliente Click "Update" button on the right of customer [![finance-customer-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/T9Jfinance-customer-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/T9Jfinance-customer-es.png) Update information, then click "Update". [![customer-update-modal-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/customer-update-modal-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/customer-update-modal-es.png) # Ver Cliente Click "View" button on the right of customer [![finance-customer-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/I6nfinance-customer-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/I6nfinance-customer-es.png) Customer modal appears [![receivable-customer-view-modal-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/receivable-customer-view-modal-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/receivable-customer-view-modal-es.png) # Rendimiento del cliente Click "View" button on the right of receivable [![finance-customer-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/pPifinance-customer-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/pPifinance-customer-es.png) Performance modal appears [![customer-performance-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/customer-performance-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/customer-performance-es.png) # Cotizacion # Introducción Following shows a sample window. The chapter describes features available within the window. [![crm-quote-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-quote-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-quote-es.png) # Crear cotización Click "New quote" on upper right corner of quote table [![crm-quote-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-es.png) Enter quote data. Click "+ Add line" if needed. Click "Submit" when done. [![crm-quote-modal-new-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-new-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-new-es.png) # Actualizar cotización Click "Update" button on right of the quote [![crm-quote-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/OoDcrm-quote-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/OoDcrm-quote-es.png) Update quote data, then click "Update" Click "+ Add line" if needed [![crm-quote-modal-update-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-update-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-update-es.png) # Ver cotización Click "View" button on right of the quote [![crm-quote-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/1ZFcrm-quote-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/1ZFcrm-quote-es.png) Quote modal appears [![crm-quote-modal-view-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-view-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-view-es.png) # Aprobar cotización Click "Approve" button on the right of quote [![crm-quote-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/6yWcrm-quote-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/6yWcrm-quote-es.png) When quote modal appears, click "Approve" or "Disapprove" button to confirm [![crm-quote-modal-approve-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-approve-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-approve-es.png) # Orden # Introducción Following shows a sample window. The chapter describes features available within the window. [![crm-order-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-order-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-order-es.png) # Crear Orden Click "New entry", and select order or return [![crm-order-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/gJPcrm-order-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/gJPcrm-order-es.png) Enter order/return data, then click "Submit" Click "+ Add line" if needed [![so-modal-new-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-modal-new-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-modal-new-es.png) # Actualizar Orden Click "Update" button on right of the order/return [![crm-order-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/pVWcrm-order-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/pVWcrm-order-es.png) Update order/return data, then click "Update" Click "+ Add line" if needed [![so-update-modal-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-update-modal-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-update-modal-es.png) # Ver Orden Click "View" button on right of the order/return [![crm-order-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/utkcrm-order-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/utkcrm-order-es.png) Order/return modal appears [![so-view-modal-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-view-modal-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-view-modal-es.png) # Reservar Título Click "Reserve" button to the right of the order/return [![crm-order-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/Ysccrm-order-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/Ysccrm-order-es.png) After successful attempt, hover mouse to title of order/return, receivable title will appear [![reserved-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/reserved-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/reserved-es.png) # Aprobar Orden Click "Approve" button on the right of order/return [![crm-order-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/yWicrm-order-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/yWicrm-order-es.png) When order/return modal appears, click "Approve" or "Disapprove" button to confirm [![so-approve-modal-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-approve-modal-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-approve-modal-es.png) # Orden de trabajo # Introducción Following shows a sample window. The chapter describes features available within the window. [![crm-wo-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-wo-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-wo-es.png) # Ver orden Click "View" button on the right of order [![crm-wo-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/crm-wo-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/crm-wo-es.png) Order modal appears [![picking-modal-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/picking-modal-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/picking-modal-es.png) # Factura # Introducción Following shows a sample window. The chapter describes features available within the window. [![crm-receivable-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-receivable-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-receivable-es.png) # Ver cobrar Click "View" button on the right of receivable [![finance-receivable-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/Mpxfinance-receivable-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/Mpxfinance-receivable-es.png) Receivable modal appears [![finance-receivable-view-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/finance-receivable-view-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/finance-receivable-view-es.png) # Gasto # Introducción Following shows a sample window. The chapter describes features available within the window. [![crm-expense-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-expense-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-expense-es.png) # Crear Gasto Click "New expense" on upper right corner of expense table [![expense-new-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-new-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-new-es.png) When expense modal appears, enter all information and click "Create" button. Click "+ Add line" if needed [![expense-new-expense-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-new-expense-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-new-expense-es.png) # Actualizar Gasto Click "Update" button on the right of expense If no "Update" button, the expense can not be updated. [![expense-update-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-update-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-update-es.png) when expense modal appears, update expense data and click "Update" button Click "+ Add line" if needed [![expense-update-expense-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-update-expense-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-update-expense-es.png) # Ver Gasto Click "View" button on the right of expense [![expense-view-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-view-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-view-es.png) Expense modal appears [![expense-view-expense-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-view-expense-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-view-expense-es.png) # Enviar Gasto Click "Submit" button on the right of expense If no "Submit" button, the expense can not be submitted. [![expense-submit-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-submit-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-submit-es.png) When expense modal appears, click "Submit" button to confirm submission [![expense-submit-expense-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-submit-expense-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-submit-expense-es.png) # Retraer Gasto Click "Retract" button on the right of expense If no "Retract" button, the expense can not be retracted. [![expense-retract-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-retract-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-retract-es.png) When expense modal appears, click "Retract" button to confirm retraction [![expense-retract-expense-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-retract-expense-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-retract-expense-es.png) # Aprobar Gasto Click "Approve" button on the right of expense [![expense-approve-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-approve-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-approve-es.png) When expense modal appears, click "Approve" or "Disapprove" button to confirm [![expense-approve-expense-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-approve-expense-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-approve-expense-es.png) # Inventorio # Introducción Following shows a sample window. The chapter describes features available within the window. [![crm-inventory-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-inventory-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-inventory-es.png) # Inventorio Click "View" button on the right of inventory item [![warehouse-inventory-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/CaZwarehouse-inventory-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/CaZwarehouse-inventory-es.png) inventory transaction modal of the item appears [![inventory-transaction-modal-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/inventory-transaction-modal-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/inventory-transaction-modal-es.png) # RMA # Informe # Introducción Following shows a sample window. The chapter describes features available within the window. [![crm-report-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-report-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-report-es.png) # Utensil # Introducción Following shows a sample window. The chapter describes features available within the window. [![crm-tool-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-tool-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-tool-es.png) # Restricción de venta Click "Sales restriction" in tool window [![crm-tool-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-tool-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-tool-es.png) Select entity, filter, product, and validity. Click "+ Add line" if more restrictions are needed Click "Update" when done. [![crm-tool-restriction-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-tool-restriction-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-tool-restriction-es.png)