Contact Management Module
Viewing Contacts Steps: 1. Open Contact → Contact List2. View all contacts in the table3. Use the search bar to filter records Result: All existing contacts are displayed. Adding a New Contact Steps: 1. Click Add Contact2. Contact Entry Form opens3. Enter required information4. Click Apply Changes Result: Contact is saved and visible in the […]
Fleet Management
The Fleet Management module is designed to streamline the oversight of company vehicles. It ensures that all manufacturer data, legal documentation, and maintenance activities are centralized for maximum operational efficiency and compliance. Manufacturer Service Type Vehicle Registration Services
User Manual: Ticketing Module
The Ticketing Module is your primary tool for issue tracking, technical support, and internal request management. It ensures that every problem is documented, categorized, and resolved through a structured workflow. Core Interface: Ticket Entry Form The Ticket Entry Form is the central point for initiating a new request. It is divided into two main sections: […]
Asset and Inventory Management
This module serves as the core framework for defining how physical goods and company resources are categorized, measured, and tracked within the CRM. Unit of Measurement Category Category Product Asset Assessment Profile Product Portfolio
User Manual: System Settings (Core Configuration)
The Settings Module is the foundational core of the CRM. It governs system-wide behaviors, security protocols, financial rules, and data standards. Proper configuration here ensures consistency across all other modules like Training and Purchase. Country Users Information Module & Forms Registration Roles Users Role Rights Document Work Flow Price Customer Price Terms And Conditions Discount […]
User Manual: Purchase Management Module
The Purchase Module is designed to streamline the procurement lifecycle, from the initial creation of orders to the ongoing assessment of vendor partnerships. Core Operations Purchase Order The Purchase Order sub-module is the central engine for procurement transactions. Strategic Management Supplier Evaluation The Supplier Evaluation sub-module focuses on vendor relationship management and quality control. Navigation […]
User Manual: Training Management System
This manual provides a detailed breakdown of the Training Module components. Each sub-module is designed to handle a specific stage of the educational and certification lifecycle. Administrative & Planning Sub-Modules Calendar The Calendar serves as the central scheduling interface for all training activities. Course Portfolio The Course Portfolio acts as the definitive catalog for all […]
CRM Module: User Manual
Introduction to the CRM Home Dashboard The Home Dashboard serves as your central hub for managing the sales pipeline. It provides quick access to lead tracking, deal progress, and status updates. Navigation Menu The sidebar on the left allows you to switch between different modules at any time: Detailed Module Breakdown Lead List Card This […]
HRMS Module: User Manual
Administration Module The Administration module is used to set up the organizational structure, payroll rules, and leave policies. It is divided into three critical setup areas: Payroll Setup: Allowances Management The Allowances sub-module allows HR administrators to define, categorize, and manage all non-base salary financial benefits provided to employees. Allowances List (Master View) When you […]
Accounting Module: Detailed User Manual
Setup (System Configuration) The Setup card is used to define the “rules” of your financial system. It must be completed before any daily transactions are recorded. Foundational Setup Modules Transaction Management The Transaction card is where your daily bookkeeping occurs. It is divided into three specialized workflows: Accounting (General Ledger) Vendor (Accounts Payable) Customer (Accounts […]
