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Updated on 2/4/2019
How-to-do Articles
CRMx Basic Navigation
Direct link to topic in this publication:

In this section ley us go through the Basic features and navigation of CRMx web interface module.


Login: To login to the portal, enter the Username and Password. Check the CAPTCHA and click on login button.



If you want the system to remember the login credentials, check the ‘Remember me’ option.

Incase you forgot the password, click on forgot password option. The following screen appears.



Enter  the valid email address and check the CAPTCHA option and click on ‘Submit’.


Dashboard: The first screen that appears after logging into the system is the dashboard. At the top right corner, the logged in account name is displayed. On clicking the drop down button, the options to Clock in/ Clock out, Log out and view Full screen and Set as Homepage are available.

In the left side of the screen various menu options are listed based on the individual rights assigned. One of these options can be accessed to directly go to the requires screen.




The Dashboard screen displays high level company data in the form of infolets, tables and graphs. These information can be viewed for the specific time period by selecting the date range in the option provided at the top of each section. The Route map displays the pins for the last few Sales Transactions.


Click on the icon present in the right side of the dashboard menu and select one of the options to access the respective module of the ERPx



Click on the icon next to the logged in user on the top right corner to access the frequently used screens and reports directly from the list. The top 10 frequently used screens and reports get listed in the frequently used menu.







Calendar: The appointments and tasks are displayed in the calendar view. The appointments and tasks with reminders are listed in the right side of the screen



Search Lookup: The Customer, Prospect, Sales Transaction and Tasks can be searched on the known field values.



Customers: This page lists the Customers available in the database. You can choose the layout and  records to be displayed by selecting the Filter, Columns and Get fields. Click on the ‘Save View’ button to save the desired layout. Click on the ‘Reset View’ to get the default page layout. You can also search a particular record by entering the search criteria in the search field.



Click on the New button to create a new Customer and enter the details in the respective fields. Click on the dropdown button in the Link column and select the right option to perform the required operation for the selected Customer.



Prospects: This page lists the Prospects available in the database. The functionality and options available in this window are similar to the Customer Listing page. You can also search the records by entering the search criteria in the search fields.




Click on the New button to create a new Prospect and enter the details in the respective fields. Click on the dropdown button in the Link column and select the right option to perform the required operation for the selected Prospect.



Sales Pipeline: This page lists the Sales Pipelines created. You can choose the layout and  records to be displayed by selecting the filter, Columns and Get fields. Click on the ‘Save View’ button to save the desired layout. Click on the ‘Reset View’ to get the default page layout.




Click on the ‘Funnel Chart’ button to view the Pipeline Funnel Chart.



Note: In the Dashboard side menu, there are options to open the Sales Pipeline page or to directly create a new Sales Pipeline by clicking on the appropriate option.


In the Sales Pipeline List page, click on the New button to create a new Sales Pipeline and enter the details in the respective fields. Click on the dropdown button in the Link column and select the right option to perform the required operation for the selected transaction.





Sales Quotation: This page lists the Sales Quotations created. You can choose the layout and  records to be displayed by selecting the filter, Columns and Get fields. Click on the ‘Save View’ button to save the desired layout.  Click on the ‘Reset View’ to get the default page layout.




Note: In the Dashboard side menu, there are options to create a new Sales Quotation or open the specific Sales Quotation template.


In the Sales Quotation List page, click on the New button to create a new Sales Quotation and enter the details in the respective fields. Click on the dropdown button in the Link column and select the right option to perform the required operation for the selected transaction.



Sales Order: This page lists the Sales Orders created. You can choose the layout and  records to be displayed by selecting the filter, Columns and Get fields. Click on the ‘Save View’ button to save the desired layout. Click on the ‘Reset View’ to get the default page layout.



Note: In the Dashboard side menu, there are options to create a new Sales Order or open the specific Sales Order template.


In the Sales Order List page, click on the New button to create a new Sales Order and enter the details in the respective fields. Click on the dropdown button in the Link column and select the right option to perform the required operation for the selected transaction.



Sales Invoice: This page lists the Sales Invoices created. You can choose the layout and  records to be displayed by selecting the filter, Columns and Get fields. Click on the ‘Save View’ button to save the desired layout. Click on the ‘Reset View’ to get the default page layout.




Note: In the Dashboard side menu, open the specific Sales Invoice template. You cannot create or edit the Sales Invoice from the web interface. You can only view the transaction created from the back office.


Payment Links: The Sales Transactions for which the payment need to be collected from the Customers are listed here. Click on the ‘Pay’ button to process the payment transaction.



The Payment window with the Amount to Pay and Payment Method options open up. Select the desired amount, Payment Method and fill in  other relevant details and click on Proceed. The amount gets authorized. Process the authorized amount from the respective list under the Payment Processing option.

The saved credit card tokens will also be listed. You can choose one of the card from the list to make the payment.



Note: The Payment can also be processed from the Payment Tab in the Sales Transaction.


Route Map: This page displays the route from source to the destination address entered in the respective search box.



Tasks: This page lists the Tasks created. You can choose the layout and  records to be displayed by selecting the filter, Columns and Get fields. Click on the ‘Save View’ button to save the desired layout. Click on the ‘Reset View’ to get the default page layout.




In the Task Request List page, click on the New button to create a new Task and enter the details in the respective fields.


Appointments: This page lists the Appointments created. You can choose the layout and  records to be displayed by selecting the filter, Columns and Get fields. Click on the ‘Save View’ button to save the desired layout. Click on the ‘Reset View’ to get the default page layout.




In the Appointments List page, click on the New button to create a new Appointment and enter the details in the respective fields.


Outbound calls: This page lists the Outbound calls. You can choose the layout and  records to be displayed by selecting the filter, Columns and Get fields. Click on the ‘Save View’ button to save the desired layout.


 In the Outbound Calls List page, click on the New button to create a new Outbound call and enter the details in the respective fields.



Inventory: This page lists the Products available in the database. You can choose the layout and  records to be displayed by selecting the Columns and Get fields. Click on the ‘Save View’ button to save the desired layout. Click on the ‘Reset View’ to get the default page layout.



In the Inventory List page, click on the New button to create a new Product and enter the details in the respective fields.


Admin: This section has 2 options - Reset Password, Manage Masters and Manage Task Labels.


Reset Password: The Reset password option can be used to change the current password. Enter the Current Password and New Password and click on ‘Change Password’ button.



Manage Masters: Select one of the Masters from the list in the top right corner




Let us take the example of Request Type Master.

If you have to create a new Request Type, select the option from the list. A grid for the Request Type is displayed. Click on ‘New’ button. Enter the Name, Logical Order and save. Click on cancel button to cancel the action.


You can edit the already created master by clicking on the Edit in the Action column. You can also hide the master by selecting the Hide option in the Link dropdown.


Similarly, you can manage masters such as Organisation Unit, Function Group, Function Name, Process Name, Process Stage, Process Status.


Manage Task Labels: The User can edit the Label Name, visibility to User/Customer/Supplier, whether the User/Customer/Supplier can edit the field and if it is mandatory to fill those fields. Edit the settings for the selected record and save.