GreeneStep Training
Setting up CRM and Sales process using GreeneStep CRM
Create Sales Quotation & Convert to Sales Order, Email Sales Order Report from CloudFront
Create Sales Order & Modify Sales Order, Email Report in CloudFront
Convert Sales Order to Sales Invoice and Email Invoice from Backoffice
Link Purchase Order to Sales Order and Email Report from Backoffice
Email relevant Sales and CRM Miscellaneous Report from BackOffice
Service Product with different Sales And Purchase Unit of Measures ( UOM) in the back office
Change (select and update) line item Sales UOM in Sales Orders in BackOffice.
Payments and Reimbursement Process
Create Purchase Quotation & Convert to Purchase Order, Email Report in CloudFront
Create Purchase Order & Modify Purchase Order, Email Report in CloudFront
Purchase Order to Goods Receipt Note and Email Report from Backoffice
Convert Purchase Order to Purchase Invoice and Email Reports Backoffice
Review and Email relevant Purchases & Payables Miscellaneous Report and Mail Setup from BackOffice