Authentic Venture Sdn Bhd

“Express View” allows you to view “Invoicing” process flow either in Quotation process or others. 1. Go to “Invoicing” and select “Express View”. 2....

                                                                                     Invoicing process flow

1. “Quotations”is a document which you send to potential customer to quote the price of your product. It is also known as quotations. 2. Click on “Invoi...

For user information, the status of invoice can be change to paid by generate receipt. Please follow the step below: User need to click generate receipt ...

Please follow the step below: Go to CRM menu > Invoicing > Invoices > click View list. When you click view list it will come out the page below: ...

Dashboard KPI is used to view KPI for the sales achieved by each of the staff in the company. Select “Dashboard KPI” and you will see the target and actu...

Inventory is a list on number of items or products supply by the company. Inventory needs to be updated when there are new purchases of stock and system wil...

1. “Leads” is sales opportunity (company or individual) gathered from multiple resources during the marketing process. For example: Exchange of business car...

“Meeting” enables a company to record every future meeting. 1. Select “Meetings” in “Communication” and click “My Meetings”. 2. You can add “Meeting...

1. Click on “COMMUNICATIONS”, select “PHONE CALL” then click “VIEW LIST” to view the overall list of phone calls. Click on ‘MY LIST’ to view ‘PHONE CALLS’ l...