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Sugar CRM for Traders

Sugar CRM for Traders






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    Sugar CRM for Traders Sugar CRM for Traders Presentation Transcript

    • Sugar CRM For Traders
    • Sugar CRM for Steel Traders: 1. Login into the database of sugar CRM using User name and the Password.
    • 2. In Main Menu bar -> Sales -> Accounts -> Click on Create Account, to create a new Customer account.
    • 3. A new account form appears on the screen. Enter Customer details and Save.
    • 4. In Main Menu bar -> Sales -> Contacts -> Click on Create Contact to enter the contact person details and assign the customer Account created for it.
    • 5. In Main menu bar ->In Quotes -> Click on Quotes . List of already existing Quotes appear on the screen.
    • 6. Click on Create Quote option on the left side of the screen to create a new Quotation
    • 7. Enter the Quotation name , Select the Account and Click on Populate Address. Address related to the account is auto-populated in Address fields.
    • 8 . Select the Quote's Validity date.
    • 9. Enter the Basic Price, Freight and select VAT values in their respective fields. ED+Cess is automatically calculated.
    • 10. If SEZ (Special Economic Zone) option is selected, taxes like VAT, ED+Cess will not be applicable.
    • 11. Finally click on Save to save the Quote.
    • 12 . Next Click on Generate PDF on the top of the Saved Quote.
    • 13. Report of the Quote is generated in the PDF format.
    • 14. Next click on Send PDF to Client to send PDF to client through mail.
    • 15. PDF is sent to the customer mail ID which is configured in the database.
    • 16. Next Click on Send for Approval on the top of the saved Quote.
    • 17. A pop-up window appears with the Quote which is in Edit mode by clicking on Send for Approval.
    • 18. Enter required Product Quantity, can change the Price of the Product and finally Save the quote.
    • 19. Waiting for Approval option appears on the top of the Quote.
    • 20. Next click on Send Request option to view the list of requests sent along with their status.
    • 21. Send Reques t screen with the list of quotes that are sent for Approval along with their Current Status.
    • 22. User who has permissions to Approve the Quote will login into the database of Sugar CRM using his User name and Password.
    • 23. In main menu bar -> Quotes -> Click on Quotes. List of Quotes are displayed on the screen.
    • 24. Next Click on All Requests option on the left side of the screen.
    • 25. List of Quotes Requests are displayed on the screen along with the Basic Price, Quote number, Name and Owner name.
    • 26. Click on the Quote to View the Quote details. .
    • 27. Click on Approve to approve the Quote or on Disapprove to disapprove the Quote.
    • 28 . By Approving the Quote, a mail is sent to the Warehouse department that a quote has been Approved and is ready for shipment.
    • 29. Finally , status of the Quote changes to Approved.
    • 30. To generate reports as per the user, go to Reports in main menu. Click on Reports. User-Report screen appears.
    • 31. Select the User name, Start date , End date and finally click on Generate to generate the report as per the user.
    • 32. A report is generated in PDF format with details such as SRSNo., Date, Account name, Quantity and their Total value.
      • Fairfax, USA :
      • 8301 Arlington Blvd , Suite T-04
      • Fairfax, VA 22031.
      • PH :703 722 9131
      • Rama Mashetty
      • E-Mail: sai@millenniumsoft.com
      • Skype: rmashetty,
      • PH: 703 338 4233
      • Peter Lynch
      • E-Mail: peterl@gomillenniumsoft.com
      • PH: 703 445 7131
      • Praveen S
      • E-Mail: praveens@millenniumsoft.com
      • Skype: praveen.millenniumsoft
      • PH: 703 445 7131
      • Hyderabad, INDIA :
      • Plot # 335, Road # 4, KPHB
      • Hyderabad - 500 072, India
      • Shakti Kumar Chouksey
      • E-Mail: shakti@valuematrics.com
      • Skype: shakti.kumar.chouksey
      • Phone: +91 8886112334
      • Sushma K
      • E-Mail: [email_address]
      • Skype: sushmakonanki
      • Office: 040-40061364
      • 040-64544928