Inventory Management
Standard Fields in Price Books
Field Name Description Data type Maximum Limit Price book Owner Select the name of the user to whom the price book is assigned. Lookup - Price book Name* Specify the name of the Price Book. This field is mandatory. Text box Alphanumeric(50) Active ...
Set Discount
While creating price book information, you have an option to choose your Pricing Model based on your business requirement. You can choose from the following options: No discount Flat Discount Differential Discount To define the pricing model with no ...
Standard Fields in Invoices
Field Name Description Data type Maximum Limit Invoice Owner Select the name of the user to whom the invoice is assigned. Lookup Subject Specify the name of the invoice. This field is mandatory. Text box Alphanumeric(50) Sales Order Select the ...
Associate Invoices
You can associate an invoice with the other records such as, activities, attachments and notes. Open Activities: To add tasks and events related to invoices. Closed Activities: To display the completed activities. Attachments: To attach documents. ...
Create Invoices
In CRM, you can create invoices by entering data in the Invoice details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify fields, please contact ...
Standard Fields
Field Name Description Data type Maximum Limit Vendor Owner Select the name of the user to whom the Vendor details is assigned. Lookup Vendor Name* Specify the name of the vendor. This field is mandatory Text box Alphanumeric(50) Phone Specify the ...
Associate Vendor
You can create a 360-degree view of the vendor to display all the associated details, such as services, activities, contacts, and purchase orders. Services: To add services purchased from vendor. Purchase Orders: To create purchase orders for getting ...
Create Vendors
n CRM, you can create vendors by: Entering data in the vendor details form: You can manually fill in the Vendor details in the form. Importing vendors from external sources: You can gather data through various sources and import the CSV and XLS files ...
Standard Fields
Following are the list of defined standard fields available in the Products module: Field Name Description Data type Maximum Limit Service Name* Specify the name of the product. This field is mandatory. Text box Alphanumeric(50) Service Owner Select ...
Customize Tax Rates
The Tax Rate field allows defining different types of tax rates for the products you sell to your customers. Once the tax rates are added, you can select the tax type and rate while creating a quote, order, or invoice for the customers. For instance, ...
Associate Service
You can create a 360-degree view of the product to display all the associated details, such as services, trouble tickets, open activities, history of the completed activities, attachments, and notes. In the Service Details page, you can update the ...
Create Service
In CRM, you can create products by: Entering data in the product details form: You can manually fill in the Product details gathered from various external sources. Note Some of the standard fields may not be visible or editable depending on your ...
Inventory Management
CRM extends beyond the traditional CRM functions and supports complete sales cycle management by integrating Inventory Management features. These include Products, Price Books, Vendors, Sales Orders,Quotes, and Invoices, along with the Sales related ...