User Manual

CRM Section - For Sales

The CRM section is a complete Customer Relationship Management system, which allows:

  • managing customer orders, 
  • tracking orders through the sales pipeline from quotation to shipping,
  • create quotations and invoices, tracking payments,
  • seeing sales statistics,
  • managing price lists,
  • managing customers and next contact dates,
  • handling customer returns,
  • seeing cashflow forecasts,
  • seeing the profit and loss statement for the entire company or by customers.

The CRM section has the following sub-sections:

CRM - Frequently Asked Questions

Working with Customer Orders:

  1. How to send a Quotation, an Order Confirmation, or an Invoice?
  2. How to estimate costs and lead time for a quotation?
  3. How are the cost and profit calculated?
  4. How to check stock and book the products for an order?
  5. How to ship the products?
  6. How to enter a bespoke make-to-order product?
  7. How to toggle between the Sales pipeline and the list view of orders?
  8. What are Customer Order statuses?
  9. What are Product statuses?
  10. What are Invoice statuses?
  11. What are Payment statuses?
  12. How to import a Customer Order?
  13. Demo video: How to work with Customer Orders?

Customers:

  1. How to record the contact information of a customer?
  2. How to enter several delivery addresses or a separate billing address? 
  3. How to generate documents for the customer in another language?
  4. How to set a credit limit for the customer?
  5. How to set a default payment period for the customer?
  6. How to import customers?
  7. How to set a next contact date for a customer?

Invoices, quotations:

  1. How to send a Quotation, an Order Confirmation, or an Invoice?
  2. How to invoice a shipment?
  3. How to add my company logo on documents?
  4. How to choose which company details are printed on documents?
  5. How to edit the invoice layout?
  6. How to add footers to documents(e.g. terms and conditions)?
  7. How to display images of products on invoices, quotations, and order confirmations?

Shipments to customers:

  1. How to plan a shipment?
  2. How to book items for the shipment?
  3. How to print a Waybill, a Picking list?
  4. How to ship products? How to report picking?
  5. How to track shipped serial numbers?
  6. How to enter several delivery addresses or a separate billing address? 
  7. How to invoice a shipment?
  8. How to edit the Waybill layout?
  9. How to add my company logo on the Waybill?
  10. How to choose which company details are printed on the Waybill?
  11. How to add a footer to the Waybill (e.g. additional standard information)?

Pricelists:

  1. What is a price list?
  2. How to update a price list?
  3. How to update an item in all pricelists?
  4. How to import a price list?

Customer returns management:

  1. What is a customer return? What is an RMA order?
  2. What are the RMA statuses? What is the status of the customer's return?
  3. What are the available RMA types?
  4. How to receive returned products back into stock?
  5. How to inspect the returned products for deciding the RMA type?
  6. How to process a refund only?
  7. How to receive returned products and process a refund?
  8. How to receive returned products without a refund?
  9. How to process a repair or maintenance of products?
  10. How to process a replacement product?
  11. How to receive returned products and reject the return?
  12. How to add returned items into inventory?

Jump to other FAQs: