Getting Familiar with CRM, Quotation & Sales Module

Quotations #

Create New Quotation #

Search / Filter List of Quotation #

Understand Quotation Page #

Change Quotation Number #

Sales Order #

Create New Sales Order #

Search / Filter List of Sales Order #

Understand Sales Order Page #

Create New Shipment #

Change Sales Order Number #

Request for Quotation (RFQ) #

Create New RFQ #

Search / Filter List of RFQ #

Understand RFQ Page #

Purchase Order #

Create New Purchase Order #

Search / Filter List of Purchase Order #

Understand Purchase Order Page #

Create New Reception #

Contracts / Subscription #

Create New Contract / Subscription #

Search / Filter List of Contract / Subscription #

Understand Contract / Subscription Page #

Intervention #

Create New Intervention #

Search / Filter List of Intervention #

Understand Intervention Page #