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Managing Accounts
Overview
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
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
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
Prepare the order
Step 4: Packaging
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
1. Select shipping rate 2. Click/scan create QR code 3. Print all lists + label
Step 6: Done
Overview
Create new internal service
Update existing internal service
Delete internal service
Kako oddati zahtevek
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 Overview
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
Dashboard Overview
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...