Customer Relation
Customer Relation manual

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.