SALES
1. Quote
1.1. New Qoute
1
Select Quote Type:-
Commercial Quote: Choose this option if it is a standard business quote.-
Tax Quote: Select this option if it involves taxes that need to be factored in or shown separately.2
Displays detailed Quote information including Customer, Quote Number, Currency and Salesperson etc.3
Item Details Quote:-
Displays item detailed including item Name, Description, Quantity, Price, Discount and Tax.-
Add More Items: Click the Add button to include more line items as necessary.-
Attachments: If there are any relevant files to include (e.g., contracts, specifications, or product images), upload them under the Attachments section.4
Save: You can save the quote the creation using the buttons at the bottom right. save have 2 option save and draft and save and approve.1.2. Convert to Invoice
2. Invoice
2.1. Invoice List
1
Invoice No: The Number of invoice.2
Customer Code: The unique identifier assigned to each customer.3
Customer Name: The name of the customer associated with the account.4
Issuing Date: The specific date when an invoice is generated and issued to a customer.5
Due Date: The specified date by which the invoice's payment is expected to be received.6
Total Amount: The Total Amount represents the sum of all items and services listed on an invoice.7
Paid Amount: The Paid Amount represents the total sum of money that has been received as payment towards an invoice.8
Currency: Currency refers to the type of money used in an invoice.9
Payment Status: The Payment Status indicates the current state of an invoice's payment.2.2. New Invoice
3. Customer
3.1. New Customer
3.2. Customer Detail
1
Displays detailed customer information including Name, Address, Code, and other relevant data, etc.2
Provides an overview of invoices associated with the customer, including Invoice Number, Invoice Date, and Total Amount, etc.3
Activity Log is a record history of changes made to customer and invoice information. Users can export transaction data to an Excel file by clicking the Export button.3.3. Ivite Link
1
Invitation Link:-
Invitation Link: This link can be copied and shared directly with customers.-
QR Code: Customers can scan the QR code to instantly connect to the business’s profile.-
Email and Telegram Sharing: Buttons for sharing the invitation link via email or Telegram are integrated.2
Customer Connection Requests:-
All Requests: Shows all incoming requests.-
Approved Requests: Lists customers whose requests have been accepted.-
Declined Requests: Lists customers whose requests have been denied.4. Import Invoice
4.1. View Detail
4.2. Mapping Field

1
Start Row: Specify the initial row containing data in the Excel file.2
Column Order: Define the sequence of columns in the Excel file.3
Default Column Name: View the system's predefined column name.4
Custom Column Name: Modify the system column name (e.g., change "refid" to "Ref ID").5
Data Type: Select the appropriate data type for the column (Text, Number, Date, etc.).6
Default Value: Set a default value for the column (e.g., "Inv-001" for the first row).7
Date Format: Specify the date format as dd/mm/yyyy.8
Required Field: Indicate whether the column is mandatory.9
Column Visibility: Choose whether to display or hide the column.10
Column Reordering: Users can easily rearrange the order of columns by clicking and dragging them to the desired position.4.3. Import
1
Download Template: Click the "Template File" button to download apre-formatted Excel template.
2
Prepare Data: Enter customer and invoice information into thedownloaded template, ensuring data accuracy and consistency.
3
Upload File: Click the "Browse File" button to select the completedExcel file.
4
Import: Submit the file for processing.đź’ˇ
5. Salesperson
5.1. New Salesperson
Modified at 2025-01-06 02:43:43