- user can delete all sample/system data of product/customer/broker/vendor data at a time.
User can import product from drive also. For that user have to set id of that google sheet as given below : 1. Auto filled Spreadsheet Id: >> Go to setting >> Click on Product Import Configuration >> Click on Get Id Button to Select Account where product Spreadsheet is saved. >> Select Product Spreadsheet [...]
- Goto Orders List >> Order Detail >> Select Share from Footer >>Select account (which user selected in setting spreadsheet Id) Select Upload Order To Google Spreadsheet. 4. Your Order is now uploaded on spreasheet. Like this sales executive can upload daily order to Google Sheet and Admin get all order detail from all sales [...]
This is the very important and usefull feature for sales executive to report higher authority about their orders and Admin to view all order report on single spreadsheet from multiple executive. User has to follow below steps: Admin(Owner) : - Owner should have to create blank Spreadsheet and share on email Id of their team [...]
This is Useful Feature for user to Set Order ID as User define and requiremenet. Set Sales Order Number If user has to start Order Id number start from particular number while placing Order then user has to set that number as per below: Select Set Sales Order Number >> Enter Required Number in Diolog [...]
- By enabling manage inventory stock detail movement of stock will be enable. - by enabling add stock on purchase order stock will automatically increase when user will place purchase order. -By enabling “stock deduct on order create stock will automatically deduct on sale order. - By enabling allow pre-order User can place order even [...]
Here user can manage message, which we share to vendor. User can enable or disable show order id, show total qty, show uom, show total volume. When user want to auto calculate commission when placing order then it should be enable from configuration. Otherwise user can disable it.
here user can manage message configuration while sharing to someone. If user want to share message with total weight, volume, amount, qty and uom.
- user can set date format by clicking on 'Choose Date Format' as per requirment, which will reflect in message and orders.
- show product default rate : when it is enable it will show rate saved for product on standard order form. Which will reflect in message while share. But if user not want to show price then user can disable it. - If user wants to list of product category wise in forms then user [...]