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Managing Accounts

Address Book Accounts

accounts

Overview

đź‘‘ PacKing

PacKing app is a desktop application for Windows, meant to streamline common packing work orders. Requirements for use: Mateja BoÄŤko must check and confirm the order (and generate a draft invoice) Sale order value of packing work order must be more ...

Step 1: Scan

đź‘‘ PacKing

The first step lists all "confirmed" packing work orders. Confirmed work orders have to be signed off on and have a draft invoice generated. To select an order, scan its QR code with the scanner or click on it with mouse. Selecting a packing work order lea...

Step 2: Check

đź‘‘ PacKing

When a packing work order is selected, you are redirected to the "Check" step. In this step, you have a quick overview of the packing order. If any issues are found in the packing work order, they are listed here. If the work order has no problems, the "Eve...

Step 3: Prepare

đź‘‘ PacKing

Prepare the order

Step 4: Packaging

đź‘‘ PacKing

Scan QR code for camera with phone to connect phone camera Take photo and upload (photos will be shown in UI) Open postavka of order Scan serials or click + (add all) to add all serials at once Scan actual product serial Enter actu...

Step 5: Documentation

đź‘‘ PacKing

1. Select shipping rate 2. Click/scan create QR code 3. Print all lists + label

Step 6: Done

đź‘‘ PacKing

Overview

Service Internal

services-internal

Create new internal service

Service Internal

services-internal

Update existing internal service

Service Internal

services-internal

Delete internal service

Service Internal

services-internal

Kako oddati zahtevek

General

1. Najprej izberi tip Zgoraj izberi eno od možnosti: Change Request – želiš spremembo ali novo funkcijo. Help – potrebuješ pomoč ali pojasnilo. Bug – nekaj ne deluje pravilno. Polja se prilagodijo izbranemu tipu zahtevka. Če izbereš Bug Priority...

Managing Contacts

Address Book Contacts

contacts

Address Book Overview

Address Book

The Address Book is the central hub for managing companies, departments, and individuals within Dewesoft CRM. It forms the foundation of your CRM data, enabling a clear and hierarchical view of your business relationships. This chapter outlines how the four k...

Managing Departments

Address Book Departments

departments

Dashboard Overview

Dashboard

The Dashboard section provides a customizable workspace where users can create and manage visual dashboards tailored to their sales and marketing activities. The user's Dashboard is the initial view users are presented once logged into the Dewesoft CRM. Addit...

crm-dashboard