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/Return, Inbound-booking, Picking-list, Charge, Inventory, Report, Tool. Some sections may not be available from customization   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 "Create".   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" if needed. Click "Submit" when done.   Actualizar cotización Click "Update" button on right of the quote Update quote data, then click "Update" Click "+ Add line" if needed   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 "Disapprove" button to confirm   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" Click "+ Add line" if needed   Actualizar Orden Click "Update" button on right of the order/return Update order/return data, then click "Update" Click "+ Add line" if needed   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 to title of order/return, receivable title will appear   Aprobar Orden Click "Approve" button on the right of order/return When order/return modal appears, click "Approve" or "Disapprove" button to confirm   Orden de trabajo Introducción Following shows a sample window. The chapter describes features available within the window.   Ver orden Click "View" button on the right of order Order modal appears   Factura Introducción Following shows a sample window. The chapter describes features available within the window.   Ver cobrar Click "View" button on the right of receivable Receivable modal appears   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 information and click "Create" button. Click "+ Add line" if needed     Actualizar Gasto Click "Update" button on the right of expense If no "Update" button, the expense can not be updated. when expense modal appears, update expense data and click "Update" button Click "+ Add line" if needed   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 submitted. When expense modal appears, click "Submit" button to confirm submission   Retraer Gasto Click "Retract" button on the right of expense If no "Retract" button, the expense can not be retracted. When expense modal appears, click "Retract" button to confirm retraction   Aprobar Gasto Click "Approve" button on the right of expense When expense modal appears, click "Approve" or "Disapprove" button to confirm   Inventorio Introducción Following shows a sample window. The chapter describes features available within the window.   Inventorio Click "View" button on the right of inventory item inventory transaction modal of the item appears   RMA Informe Introducción Following shows a sample window. The chapter describes features available within the window.   Utensil Introducción Following shows a sample window. The chapter describes features available within the window.   Restricción de venta Click "Sales restriction" in tool window Select entity, filter, product, and validity. Click "+ Add line" if more restrictions are needed Click "Update" when done.