OfficeCentral CRM

How to add Order Acceptance?
1. “Order Acceptance” is equivalent to “Purchase Order” where customer can register on the Order Acceptance to confirm their agreement to the quotation subm...
Sun, 21 May, 2017 at 12:38 PM
How to add Delivery Order?
1. Click on “Invoicing”, select “Delivery Order” and click “Add New”. 2. Fill in all required fields. The same way used as per the above description to ...
Sun, 21 May, 2017 at 12:39 PM
How to do invoice?
1. Invoice is a document given to the customer to obtain payment. 2. Invoice is related to “Order Acceptance” and “Delivery Order”. 3. Go to “Invoicing” a...
Thu, 18 May, 2017 at 3:23 PM
How to do Invoice Schedulers?
1. “Invoice Schedulers” allows a company to issue invoice according to schedule being set in “Invoice Schedulers” 2. Go to “Invoicing” and select “Inv...
Wed, 14 Nov, 2018 at 2:30 PM
How to record new Receipt In CRM OfficeCentral?
Access module CRM, 1. Click on “Invoicing”, select “Receipt” and click “Add New”. 2. Fill in all required information. Description: Add New : Click on ...
Thu, 18 May, 2017 at 3:24 PM
How to import Pricebooks?
To import pricebook, please follow the steps below: 1. Ensure that your excel is in the following format: Pricebook Category : Text (* Required) Name : Tex...
Thu, 25 May, 2017 at 10:47 AM
How to add Phone Calls ?
Go to CRM > Communications > Phone Calls > Add New After that, key in the data based on information that you have. Don't forget to click Sa...
Wed, 14 Nov, 2018 at 2:32 PM
How to edit inventory in and inventory out?
To edit inventory in and inventory out, please follow the steps below: 1. Go to CRM > Pricebook > click on the Stock List. 2. Click on the name of pro...
Thu, 25 May, 2017 at 10:48 AM
How to import Leads in CRM?
1) First Step:   2) Second Step: 4) Third Step: Copy and paste your data in the system. 5) Fourth Step: Once done, click .
Sun, 21 May, 2017 at 4:10 PM
How to Download All report In CRM?
Here you can view the overall report for quotation, order acceptance, delivery order, invoice and receipt. You can view all reports here. Below is the displ...
Fri, 5 Apr, 2019 at 9:38 AM