CRM Help

Customer Relationship Management
I. MASTERS:
1. Add Customers Names :( To update all information about the Customer)
Procedure:
1. Click Add to Start the New entry

2. Enter the Details and Save.
3. If you want to edit the Details click Edit and Select the particular serial number do the
Changes and save.
4. If you want to edit the Customer name itself, Edit it and give the Effective date.
(The Customer name will be changed in dispatch details with reference to the effective
date)
2. Add Customer Part Numbers: (To update all information about the Part Number)
Procedure:
1. Click Add to Start the New Entry

2. Select the customer name and add the part number and other details.
3. In that category is taken from the master (Add Category)
4. Tax Status is important to mention (Linked to invoice)
5. Part Number Details can also Be Edited By clicking Edit and save the changes.
3. Add Customer Email Id's: (To Update the Email ids of the customers)
Procedure:
1. Click Add to Start The New Entry

2. Select the Customer name, enter the Contact Person and his Mail Id and save.
3. To Edit Click the Particular Details In the Grid and Edit.
(This mail ids will appear in SEND EMAIL Menu Used to Mail the dispatched invoice
details to Customer)
4. Add Category: (To Update The Categories of Component)
Procedure:
1. Enter the New Category In the Text Box and Save.

2. To Edit Click on the particular category in the list box, it will appear in the text box. Click
the Edit and make the changes and save.
(It wont affect the Existing Dispatched details)
5. Add Transporters :( To update the Transporter Details)
Procedure:
1. Click Add to Start the New Entry

2. Enter the Transporter Name and other details.
3. Select the modes available for particular transporter. (To lock the modes)
6. Add Mode of Transport :( To update the available modes)
Procedure:
1. Enter the New Mode (independent of customers)

(It will appear in the ADD TRANSPORTERS menu)
2. To Edit Click on the Particular grid and edit.
7. Define Mode of Transport to Customer: (To Define the Type)
Procedure:
1. Select the customer, mode and select the type whether that is premium or regular.
(It will be useful in dispatch)
8. Add No. Of Days In Transit Details:
Procedure:
1. Enter the Number of days required for the goods to reach the customer place
according to the modes (Enter the Allowable days also)
(This value is needed to Show STATUS OF GOODS Report)
9. Master View / Edit:
Procedure:
1. Select the Year, customer name, month and the invoice number.
2. The Details for the Invoice Number will be displayed.
3. You can edit LR, GRN, and cheque Details.
(Click on the particular field to be edited. It will appear in the bottom line. Then Edit the
details and save.)
9. Assembly Part Details:
Not Needed.
10. LR Amt Master;

Not Needed.
11. Activate / Deactivate Components:
Procedure:
1. According to the customer selected the Active Components are listed in the List
box. (When the part number is created, it is Active Only)
2. To deactivate the component click on the part number and click the arrow.
3. The same reverse procedure to activate the component
II. Purchase Order:
1. Purchase Order Add / Edit:
Procedure:
1. Enter the PO details For the Particular Part Number.

2. You Can Edit the Rate Basic and you have the mention the effective date & back flush
type for the changed rate basic.
III. Despatch:
1. Update GRN Entries: (To Update the LR, GRN and Cheque Details)
Procedure: (Transport Details)
1. Select the year.

2. To Enter Transport Details, Click on TRANSPORT DETAILS Option, select the invoice
number and enter the Other LR details. (Once you Generate the Invoice, the invoice
number will appear here.)
3. You can edit the details until the GRN for that invoice is entered.
4. After this it will be in either in TRANSPORT or in WAREHOUSE until GRN is entered.
Procedure: (Customer Receipt Details)
1. To enter GRN details click on Customer Receipt Details Option, Select the customer
name, invoice number and enter the details.
2. You can edit the details until the cheque details are entered.
Procedure: (Customer Payment Details)
1. Select the Customer name, selects the invoices, click FULL for full payment and
PARTIAL for partial payment and enter other details.
2. Update Despatch Entries:

Not Needed.
3. Update Gurgaon Details:

Not Needed.
4. LR.Amt Calculation:
Not Needed.
5. Schedule: (Sansera Schedule)
Schedule Entry:
Procedure:
1. Select the month, year, customer name, category, part number and enter our schedule
qty for the month (it will divide the qty and tells the week wise schedule. You can
change the week wise qty also)
2. You can edit the details also.
Schedule Modification: (This is to enter the Revised Version)

Procedure:
1. Same as schedule entry, only thing is to enter the revision number and the reference.
Schedule Report: (To View the Schedule for the selected month and year)
Schedule: (Customer Schedule)
Schedule Entry:
Procedure:
(Normal Schedule)
1. Select the month, year, customer name, category, part number and enter our
schedule qty for the month (it will divide the qty and tells the week wise schedule. You
can change the week wise qty also)
(Date wise Schedule)
1. Select the month, year, customer name, category, part number and enter our
schedule qty for the date selected.
2. You can edit the details also.
Schedule Modification: (This is to enter the Revised Version)

Procedure:
1. Same as schedule entry, only thing is to enter the revision number and the reference.
Schedule Report: (To View the Schedule For the Selected month and year or date wise)
6. Send Email: (To Mail Dispatch details to the Customer)
Procedure:
1. Select the Customer, part number, and month and select the invoices to be mailed (click ok)
2. Click on TO and CC to get the email ids (Entered in ADD CUSTOMER EMAIL ID’S)
3. Type The Message and Click Mail To Send E-Mail.
V. Audit: (To find the missing invoices)
Procedure:
1. Select the Date limits and invoice type. Enter the Starting and ending number. Then process.
2. You can take the print out of the missing invoices
VI. Exercise: (To Edit the Assessment Amount)
Procedure:
1. Basically assessment amount equals to the rate basic. If you want to change the assessment
amount you can edit here.
VII. Qty Update:

Not Needed.
IMPORTANT: ENSURE THAT THE DETAILS ARE ENTERED WITH CARE AS THIS DETAILS AS THESE DETAILS
ARE USED IN ALL THE SUBSEQUENT SOFTWARES

CRM Help

Uploaded by

Copyright:

Available Formats

CRM Help

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

CRM Help

Uploaded by

Copyright:

Available Formats

Customer Relationship Management

1. Add Customers Names :( To update all information about the Customer)

1. Click Add to Start the New entry

1. Click Add to Start the New Entry

1. Click Add to Start The New Entry

4. Add Category: (To Update The Categories of Component)

1. Enter the New Category In the Text Box and Save.

5. Add Transporters :( To update the Transporter Details)

1. Click Add to Start the New Entry

6. Add Mode of Transport :( To update the available modes)

1. Enter the New Mode (independent of customers)

7. Define Mode of Transport to Customer: (To Define the Type)

8. Add No. Of Days In Transit Details:

9. Master View / Edit:

9. Assembly Part Details:

10. LR Amt Master;

11. Activate / Deactivate Components:

II. Purchase Order:

1. Purchase Order Add / Edit:

1. Enter the PO details For the Particular Part Number.

Procedure: (Transport Details)

1. Select the year.

Procedure: (Customer Receipt Details)

Procedure: (Customer Payment Details)

2. Update Despatch Entries:

3. Update Gurgaon Details:

5. Schedule: (Sansera Schedule)

Schedule Modification: (This is to enter the Revised Version)

Schedule: (Customer Schedule)

(Date wise Schedule)

2. You can edit the details also.

Schedule Modification: (This is to enter the Revised Version)

6. Send Email: (To Mail Dispatch details to the Customer)

V. Audit: (To find the missing invoices)

VI. Exercise: (To Edit the Assessment Amount)

VII. Qty Update:

You might also like