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Preceding and Succeeding Window
Order > Order Line
Critical Fields 1.Product : To select the product type is item, you can select the multiple...
Introduction
Introduction This window is used to update the details of Expired Enquiry details , Business Ex...
Lead Header
Critical Fields 1.Name : This field is used to enter the new customer contact person name 2.L...
Activity
Critical Fields 1.Activity Type - It defines the Activity type in Follow ups 1.1 Email - ...
Validation
Save 1.System will check the all mandatory fields Delete 1.System will delete the order and it...
Introduction
This window is used to know the information of sales rep, We can able to see the orders...
Company Agent
Critical Fields Name - It will Displays the name of the sales representative Business Par...
Order
Critical Fields 1) Business Partner: We can select existing/new customer here and this fiel...
Invoice
Critical Fields 1.Business Partner: We can select existing/new customer here and this field...
Validations
Save 1.System will check the all mandatory fields Delete 1.System will delete the order and...
Invoice > Invoice Line
Critical Fields 1.Product : To select the product type is item, you can select the mul...
Quotation
Critical Fields 1) Business Partner: We can select existing/new customer here and this fiel...
Quotation > Quotation line
Critical Fields 1.Product : To select the product type is item, you can select the m...
Lead
Critical Fields 1.Name : This field is used to enter the new customer contact person name 2.L...
Validation
Save 1.System will check the all mandatory fields Delete 1.System will delete the order and it...
Introduction
Overview This Window is used to view the User Information's .
User Contact
Critical Fields Name : This field specifies the name of the Employee Email Address : This...
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...
Introduction
Asset Reports
Tab
Document Actions
Process
Videos
Quality
Accounts
Admin Reports
CRM Reports
Store Reports
HR Reports
Manufacturing Reports
Plant Maintenance
Project Reports
Purchase Reports
Sales CRM Reports
Service Management Reports
Shipment Reports
User Mail
Critical Fields User / Contact : This field defines the user name Created : This fields d...