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Actions
Verify: Not applicable Create lines from: Not applicable Copy from/lines: This button w...
Sales Opportunity Connected Window
Preceding Window Lead :- Lead Succeeding Window Sales opportunity ReportQuotation :- Quotation...
Custom fields
Critical Fields : 1.Sequence : Method of ordering records (lowest number come first) 2.Cu...
Customer PO Connected Window
Preceding Window Succeeding Window Sales Order :- Sales OrderSales order from customer PO
Activity
Critical Field : Contacts : Used to select the contact from master Start Date : It is used to...
Lead Connected Window
Preceding Window Succeeding Window Lead (Expired)Sales Opportunity :- Sales OpportunityCusto...
Tax Information
Critical Fields : 1.Pan Number: We can give the Pan Number2.Tin Number: We can give the Tin...
Customer Accounting
In this tab we can see the Accounting information, This is a read only window.
BP Access
Critical Field : Access Type : It is used to select the access type for the user. These Types...
Sales Connected Modules
Preceding Module CRM -CRM Module Succeeding Module Manufacturing/Production :- Manufactu...
CRM Connected Module
Preceding Module Purchase :- Purchase Succeeding Module Sales :- Sales Module
Interest Area
Critical Field : Subscribe Date : This field is used to maintain the user Subscription startin...
Purchase Connected Modules
Preceding Module Succeeding Module Inventory :- Inventory ModuleFinance & Accounts :- Fi...
Introduction
Overview Warranty Reasons are used to mention in the warranty details. These Warranty Rea...
TDS Type
Fields : Name : Used to mention the type name Description : Used to maintain the extra detail...
Introduction
Overview This form will help us to complete and allocate the bank details to the invoice. ...
Introduction
Overview This report provide us the details about Invoice against payment detail Business...
Introduction
Introduction This report used to invoice against tax details showing purpose Business Exa...
Introduction
Overview The Tax Category Tab is used to define and maintain Tax Categories. Each Product ...
Introduction
Introduction This window will be used to do bank reconciliation Business Example After c...