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Lead

Critical Fields 1.Name : This field is used to enter the new customer contact person name 2.L...

Order > Order Line

  Critical Fields 1.Product : To select the product type is item, you can select the multiple...

Order

  Critical Fields 1) Business Partner: We can select existing/new customer here and this fiel...

Company Agent

  Critical Fields Name - It will Displays the name of the sales representative Business Par...

Quotation > Quotation line

Critical Fields 1.Product : To select the product type is item, you can select the m...

Quotation

  Critical Fields 1) Business Partner: We can select existing/new customer here and this fiel...

Invoice > Invoice Line

Critical Fields 1.Product : To select the product type is item, you can select the mul...

Invoice

  Critical Fields 1.Business Partner: We can select existing/new customer here and this field...

Introduction

  This window is used to know the information of sales rep, We can able to see the orders...

Activity

Critical Fields 1.Activity Type - It defines the Activity type in Follow ups   1.1 Email  -  ...

Lead Header

Critical Fields 1.Name : This field is used to enter the new customer contact person name 2.L...

Introduction

Introduction This window is used to update the details of Expired Enquiry details , Business Ex...

Validation

Save 1.System will check the all mandatory fields Delete 1.System will delete the order and it...

Mail Template Configuration

Windows -> Mail template We need to configure the mail body content here for triggering mail ...

Attributes

Critical Fields 1. Attribute - Attributes that are selected here will be displayed in Product se...

Related Attribute Set

Critical Fields 1. Attribute Set - It is a Instance Attribute of the Product Critical & one...

Validations

Save 1.System will check the all mandatory fields Delete 1.System will delete the order and...

Product Search Configuration

    Critical Fields 1. Price List Version - Identifies a unique Instance of a Price list  ...

Introduction

  Introduction It's a Window to Configure for Product to search by using Attributes. Busines...

Steps

Open Konnect Action configuration window in Konnect ERP Select the organization or * to configu...