Category: ERP Manual

Transporter Wise City Rate List:  You can define a Transporter wise city Rate List through this Master Entry. Go to Sales, then click on Master Entry and then click on Transporter Wise City Rate List. Following page will open as shown in the screenshot below. Now select the Name of the Transporter. Now enter the […]

Customer Group:  Customer Group can be created through this master entry. Go to Sales, then click on Master Entry and then click on Customer Group. Following page will open as shown in the screenshot below. Now enter the New Customer Group as per the requirement. Once the Customer Group name has been entered, click on […]

Master Customer Allocation Entry:  Customers can be allocated to the Salesman through this feature. Go to Sales, then click on Master Entry and then click on Master Customer Allocation Entry. Following page will open as shown in the screenshot below. Now against the Booker, select the Sales Person. Now allocate the Customers for this Salesman. […]

Master Area Allocation Entry:  Master Area Allocation Entry can be defined against the Salesman through this feature. Go to Sales, then click on Master Entry and then click on Master Area Allocation Entry. Following page will open as shown in the screenshot below. Now against the Booker, select the Sales Person. Also allocate the Area […]

Agent Details:  Agent Details can be recorded in the system through this Master Entry. Go to Sales, then click on Master Entry and then click on Agent Details. Following page will open as shown in the screenshot below. Now input all relevant details such as Agent Name, Phone Number, CNIC, Email, Address etc. Once relevant […]

Master Area Entry:  Master Area Entry can be defined through this option. Go to Sales, then click on Master Entry and then click on Master Area Entry. Following page will open as shown in the screenshot below. Now enter the New Area name required as per the request against AREA. Once entered, click on the […]

Tagged Locations:  Tagged Locations for a customer can also be created and saved in the system. Go to Sales, then click on Master Entry, then click on Tagged Locations. Following page will open as shown in the screenshot below. Now input all the required information such as Lat, Lng, Customer Name, Created and Modified. Once […]

Booker Supplier Allocation:  Go to Sales, then click on Master Entry and then click on Booker Supplier Allocation. Following page will open as shown in the screenshot below. Now select the Supplier Name. Also select the Bookers against this supplier. Once all information is complete, click on the Save button at the bottom. Your record […]

Booker Area Allocation:  This Master Entry allocates area for bookers. Go to Sales, then click on Master Entry and then click on Booker Area Allocation. Following page will open as shown in the screenshot below. Now select the name of the Client. Also enter Territory, Region and Zone for the client. Once all information has […]

Invoice Flag:  Various Flags for invoices can be created through this Master Entry. Go to Sales, then click on Master Entry and then click on Invoice Flag. Following page will open as shown in the screenshot below. Now enter the New name against Invoice Flag. Once Name is entered, click on Save button at the […]