Customer Relation

• Introduction
• Dashboard
• Customer
• Introduction
• Create customer
• Update Customer
• View Customer
• Customer Performance
• Quote
• Introduction
• Create quote
• Update quote
• View quote
• Approve quote
• Order
• Introduction
• Create Order
• Update Order
• View Order
• Reserve Title
• Approve Order
• Work order
• Introduction
• View order
• Invoice
• Introduction
• View Receivable
• Expense
• Introduction
• Create Expense
• Update Expense
• View Expense
• Submit Expense
• Retract Expense
• Approve Expense
• Inventory
• Introduction
• Inventory
• RMA
• Report
• Introduction
• Tool
• Introduction
• Sales restriction

Introduction

CRM dashboard can be found under "Work" menu

 

Dashboard

Following is an example dashboard

There are several major sections; Customer, Quote, Order/Return, Work-order, Invoice/Credit, Charge, Inventory, RMA, Report, Tool.

Some sections may not be available from customization

 

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 "Create".

 

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" if needed. Click "Submit" when done.

 

Update quote

Click "Update" button on right of the quote

Update quote data, then click "Update"

Click "+ Add line" if needed

 

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 "Disapprove" button to confirm

 

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"

Click "+ Add line" if needed

 

Update Order

Click "Update" button on right of the order/return

Update order/return data, then click "Update"

Click "+ Add line" if needed

 

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 to title of order/return, receivable title will appear

 

Approve Order

Click "Approve" button on the right of order/return

When order/return modal appears, click "Approve" or "Disapprove" button to confirm

 

Work order

Introduction

Following shows a sample window.

The chapter describes features available within the window.

 

View order

Click "View" button on the right of order

Order modal appears

 

Invoice

Introduction

Following shows a sample window.

The chapter describes features available within the window.

 

View Receivable

Click "View" button on the right of receivable

Receivable modal appears

 

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 information and click "Create" button.

Click "+ Add line" if needed

 

 

Update Expense

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

 

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 submitted.

When expense modal appears, click "Submit" button to confirm submission

 

Retract Expense

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

 

Approve Expense

Click "Approve" button on the right of expense

When expense modal appears, click "Approve" or "Disapprove" button to confirm

 

Inventory

Introduction

Following shows a sample window.

The chapter describes features available within the window.

 

Inventory

Click "View" button on the right of inventory item

inventory transaction modal of the item appears

 

RMA

Report

Introduction

Following shows a sample window.

The chapter describes features available within the window.

 

Tool

Introduction

Following shows a sample window.

The chapter describes features available within the window.

 

Sales restriction

Click "Sales restriction" in tool window

Select entity, filter, product, and validity.

Click "+ Add line" if more restrictions are needed

Click "Update" when done.