# Customer Relation Customer Relation manual # Introduction CRM dashboard can be found under "Work" menu [![home-crm-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/home-crm-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/home-crm-en.png) # 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 [![crm-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-en.png) # Customer # Introduction Following shows a sample window. The chapter describes features available within the window. [![crm-customer-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-customer-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-customer-en.png) # Create customer Click "New customer" on upper right corner of customer table [![finance-customer-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/fjHfinance-customer-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/fjHfinance-customer-en.png) Enter customer data, then click "Create". [![modal-new-customer-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/modal-new-customer-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/modal-new-customer-en.png) # Update Customer Click "Update" button on the right of customer [![finance-customer-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/I15finance-customer-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/I15finance-customer-en.png) Update information, then click "Update". [![customer-update-modal-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/customer-update-modal-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/customer-update-modal-en.png) # View Customer Click "View" button on the right of customer [![finance-customer-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/u7sfinance-customer-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/u7sfinance-customer-en.png) Customer modal appears [![receivable-customer-view-modal-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/receivable-customer-view-modal-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/receivable-customer-view-modal-en.png) # Customer Performance Click "View" button on the right of receivable [![finance-customer-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/SWqfinance-customer-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/SWqfinance-customer-en.png) Performance modal appears [![customer-performance-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/customer-performance-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/customer-performance-en.png) # Quote # Introduction Following shows a sample window. The chapter describes features available within the window. [![crm-quote-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-quote-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-quote-en.png) # Create quote Click "New quote" on upper right corner of quote table [![crm-quote-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-en.png) Enter quote data. Click "+ Add line" if needed. Click "Submit" when done. [![crm-quote-modal-new-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-new-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-new-en.png) # Update quote Click "Update" button on right of the quote [![crm-quote-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/ZLZcrm-quote-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/ZLZcrm-quote-en.png) Update quote data, then click "Update" Click "+ Add line" if needed [![crm-quote-modal-update-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-update-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-update-en.png) # View quote Click "View" button on right of the quote [![crm-quote-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/cCKcrm-quote-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/cCKcrm-quote-en.png) Quote modal appears [![crm-quote-modal-view-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-view-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-view-en.png) # Approve quote Click "Approve" button on the right of quote [![crm-quote-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/iIIcrm-quote-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/iIIcrm-quote-en.png) When quote modal appears, click "Approve" or "Disapprove" button to confirm [![crm-quote-modal-approve-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-approve-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-approve-en.png) # Order # Introduction Following shows a sample window. The chapter describes features available within the window. [![crm-order-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-order-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-order-en.png) # Create Order Click "New entry", and select order or return [![crm-order-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/DiGcrm-order-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/DiGcrm-order-en.png) Enter order/return data, then click "Submit" Click "+ Add line" if needed [![so-modal-new-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-modal-new-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-modal-new-en.png) # Update Order Click "Update" button on right of the order/return [![crm-order-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/zWrcrm-order-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/zWrcrm-order-en.png) Update order/return data, then click "Update" Click "+ Add line" if needed [![so-update-modal-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-update-modal-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-update-modal-en.png) # View Order Click "View" button on right of the order/return [![crm-order-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/BZicrm-order-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/BZicrm-order-en.png) Order/return modal appears [![so-view-modal-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-view-modal-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-view-modal-en.png) # Reserve Title Click "Reserve" button to the right of the order/return [![crm-order-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/0RCcrm-order-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/0RCcrm-order-en.png) After successful attempt, hover mouse to title of order/return, receivable title will appear [![reserved-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/reserved-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/reserved-en.png) # Approve Order Click "Approve" button on the right of order/return [![crm-order-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/RK8crm-order-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/RK8crm-order-en.png) When order/return modal appears, click "Approve" or "Disapprove" button to confirm [![so-approve-modal-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/so-approve-modal-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/so-approve-modal-en.png) # Work order # Introduction Following shows a sample window. The chapter describes features available within the window. [![crm-wo-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-wo-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-wo-en.png) # View order Click "View" button on the right of order [![crm-wo-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/crm-wo-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/crm-wo-en.png) Order modal appears [![picking-modal-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/picking-modal-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/picking-modal-en.png) # Invoice # Introduction Following shows a sample window. The chapter describes features available within the window. [![crm-receivable-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-receivable-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-receivable-en.png) # View Receivable Click "View" button on the right of receivable [![crm-receivable-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/dsIcrm-receivable-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/dsIcrm-receivable-en.png) Receivable modal appears [![finance-receivable-view-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/finance-receivable-view-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/finance-receivable-view-en.png) # Expense # Introduction Following shows a sample window. The chapter describes features available within the window. [![crm-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-expense-en.png) # Create Expense Click "New expense" on upper right corner of expense table [![expense-new-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-new-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-new-en.png) When expense modal appears, enter all information and click "Create" button. Click "+ Add line" if needed [![expense-new-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-new-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-new-expense-en.png) # Update Expense Click "Update" button on the right of expense If no "Update" button, the expense can not be updated. [![expense-update-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-update-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-update-en.png) when expense modal appears, update expense data and click "Update" button Click "+ Add line" if needed [![expense-update-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-update-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-update-expense-en.png) # View Expense Click "View" button on the right of expense [![expense-view-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-view-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-view-en.png) Expense modal appears [![expense-view-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-view-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-view-expense-en.png) # Submit Expense Click "Submit" button on the right of expense If no "Submit" button, the expense can not be submitted. [![expense-submit-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-submit-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-submit-en.png) When expense modal appears, click "Submit" button to confirm submission [![expense-submit-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-submit-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-submit-expense-en.png) # Retract Expense Click "Retract" button on the right of expense If no "Retract" button, the expense can not be retracted. [![expense-retract-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-retract-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-retract-en.png) When expense modal appears, click "Retract" button to confirm retraction [![expense-retract-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-retract-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-retract-expense-en.png) # Approve Expense Click "Approve" button on the right of expense [![expense-approve-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-approve-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-approve-en.png) When expense modal appears, click "Approve" or "Disapprove" button to confirm [![expense-approve-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-approve-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-approve-expense-en.png) # Inventory # Introduction Following shows a sample window. The chapter describes features available within the window. [![crm-inventory-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-inventory-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-inventory-en.png) # Inventory Click "View" button on the right of inventory item [![warehouse-inventory-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/8aNwarehouse-inventory-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/8aNwarehouse-inventory-en.png) inventory transaction modal of the item appears [![inventory-transaction-modal-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/inventory-transaction-modal-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/inventory-transaction-modal-en.png) # RMA # Report # Introduction Following shows a sample window. The chapter describes features available within the window. [![crm-report-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-report-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-report-en.png) # Tool # Introduction Following shows a sample window. The chapter describes features available within the window. [![crm-tool-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-tool-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-tool-en.png) # Sales restriction Click "Sales restriction" in tool window [![crm-tool-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-tool-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-tool-en.png) Select entity, filter, product, and validity. Click "+ Add line" if more restrictions are needed Click "Update" when done. [![crm-tool-restriction-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-tool-restriction-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-tool-restriction-en.png)