OfficeCentral CRM
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...
Thu, 18 May, 2017 at 3:20 PM
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
To import pricebook, please follow the steps below: 1. Click on Pricebook>Pricebook>Import 2. Please complete all price records of your p...
Fri, 13 Nov, 2020 at 10:37 AM
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 Sav...
Wed, 14 Nov, 2018 at 2:32 PM
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
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
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
Next is you need to setup Pricebook Categories and Pricebook. Pricebook is the listing of products available in the company along with the products informat...
Tue, 16 Jun, 2020 at 12:46 PM
1. To access this page, go to “CRM”, select “PRICEBOOKS” and click on “VIEW LIST”. 2. After you have clicked the button “VIEW LIST”. You will see this p...
Tue, 16 Jun, 2020 at 12:56 PM
The first setup is set the base selections entities section. It allows you to set your item category such as Account Type, Lead Source and many more. For th...
Tue, 16 Jun, 2020 at 2:41 PM