OfficeCentral CRM

2.2 How to Manage Accounts
An Account represents a company / organization / individual (e.g., customer, supplier, partner) and is required to perform financial transactions such as qu...
Wed, 18 Mar, 2026 at 1:16 PM
2.2.1 How to Reassign Accounts
This guide explains how to reassign account to another user in OfficeCentral. Assigning accounts helps ensure the right salesperson or team member is respon...
Wed, 18 Mar, 2026 at 11:53 AM
2.3 How to Manage Contacts
Contacts are linked to an Account and represent individuals from the company / organization who handle communications, transactions, or follow-ups. How Co...
Wed, 18 Mar, 2026 at 2:15 PM
3.0 Financial Transactions Overview
This guide provides a complete overview of the financial transaction flow in CRM, from quotation to payment collection. It helps users understand: The c...
Thu, 19 Mar, 2026 at 10:33 AM
3.1 How to Manage Quotation
This guide explains how to create, edit, delete, and finalize quotations in CRM. A Quotation is used to provide pricing details to customers before confirm...
Thu, 19 Mar, 2026 at 1:11 PM
3.2 How to Manage Order Acceptance
This guide explains how to create, edit, delete, and finalize Order Acceptance in CRM. An Order Acceptance is equivalent to Purchase order which it confirm...
Thu, 19 Mar, 2026 at 3:19 PM
3.3 How to Manage Delivery Order
This guide explains how to create, edit, delete, and finalize Delivery Order in CRM. A Delivery Order (DO) tracks the physical delivery of goods to the ...
Thu, 19 Mar, 2026 at 4:14 PM
3.4 How to Manage Invoice
This guide explains how to create, edit, delete, and finalize Invoices in CRM. An invoice is used to bill customers and represents a financial transactio...
Tue, 24 Mar, 2026 at 5:36 PM
3.5 How to Manage Receipt
This guide explains how to create, edit, delete, and finalize Receipt in CRM. A receipt is used to record payment received from customers and is the fin...
Tue, 24 Mar, 2026 at 5:36 PM
4.1 How to Manage Meeting
This guide explains how to create, view, edit, and delete meetings in CRM. Meetings help you track discussions, appointments, and follow-ups with leads,...
Wed, 25 Mar, 2026 at 10:36 AM