CRM and Sales.pptx

FREEDOM SOFTWARE SOLUTIONS
CRM & SALES
FOR DAK

MASTERS
ERP Master data describes the basic information
about your business processes and entities and is
essential for accurate reporting and analysis.
3

FREEDOM SOFTWARE SOLUTIONS 4
MASTER

MASTER

CRM
Customer Relationship
Management
This module is for managing all your company’s
relationships and interactions with customers
and potential customers.
9

CRM MODULES
10

CRM MODULES
11

CRM MODULES
12

CRM MODULES
13

CRM MODULES
14

SALES
This module is used for the products and
machinery that the company use to build and
sell to their merchandise.
15

SALES
MODULES

SALES
MODULES
20

SALES
MODULES

MIS
MIS is a department within an enterprise
responsible for controlling the hardware and
software systems that the organization uses to
make business-critical decisions.
23

MIS

END
28

TEMPORARY
CUSTOMERS
1

TEMPORARY CUSTOMER
Click here for new transaction
Fill all the data’s
regarding the
customer
To save the transaction click here
A save message
will be popped in
order that the
data is saved
Click here in order to go to the list screen

CUSTOMERS
2

CUSTOMER MASTER
Enter all the details of the Customer
Create the shipping details if
the customer have multiple
address
Click ok to save
the transaction
If any mandatory field is missing
popup will be appearing in order
to save the entry

PRICE LIST
3

PRICE LIST
Enter the
Name of the
Price List
Enter the
valid from
and to date
Select the Price
type Customer will
no work on General
type
Select the item which
is going to be enter in
the price list
Repeat the previous steps in
order to add multiple parts
To
approve
click here
Click the
Check Box and
Click here to
approve the
item
In order to change the price for the
same item click edit button
Click here to update new price
You can change the
price by typing here
You can view the price
revision history here

HSN
5

HSN MASTER
Select the
type
HSN/SAC
TYPE THE HSN/SAC NO
Enter all the
tax value
and save

CONTACTS
4

CONTACT MASTER
Type the
customer
name
Not mandatory
Select the Title and Fill up the FML Name
Full name will be automatically
come based upon the Name rows Enter the
details of the
contact person
Select the
availability day
and time of the
person

ENQUIRY
1

ENQUIRY
Click here
to add the
item
Enter the Entry Date, Customer Name, Ref
No/Date
Click the item to enter transaction
Enter the Qty
and Rate if there
and click add
Added items
will be shown
here
Repeat the Add item for enter multiple items

QUOTATION
2

QUOTATION
Continue the process
same like Enquiry
The Item against the Enquiry will be
loaded here
Enter the Qty and Rate and click add
Enter the Tax
value and submit
the Terms and
Conditions

SALES ORDER
3

OPEN SALES ORDER
FIXED SALES ORDER
SALES
ORDER
SALES ORDER TYPES

CLICK HERE FOR
NEW
TRANSCACTION
Select the
Entry type to
Fixed Sales
Order
Entry No will be
defined as per the
Customer Choice
Enter the
Customer Name
Enter the
Customer’s
Order No
Click here to add
the Item’s
Type the item code or name in order to
search the item or press the search item
in order to view all the items
Click the
item for
Transaction
Enter
the Qty
Enter
the
Rate
Discount if
applicable
Click here to submit
the item to the list
You can also add multiple items in
order to enter it simply click that
item and follow the previous step
and that’s it!
Click here in order to
close the items menu
Your added
items will be
shown here.
Click here in order to
add tax's
Add the tax’s as per the
terms
Click here to add the tax
All the tax’s and additional
cost’s will be added here
Net Amount of the Order will be
shown here
Remarks if any
Click here to save
the transaction
A message popup will come when save click OK
to end the transaction
Enter the Terms &
Condition as per the
Company’s Policy
SALES ORDER

LABOUR ORDER
4

LABOUR ORDER
The entry is
same as
Sales Order
Enter the Rate
for the Process
Select the
process rate
and click add
for rate
Rate will be changed
automatically against
process rate

ORDER
SCHEDULE
5

Entry type has
been changed
for Open Order
Entry No. also
changed based
on the type
Select the Customer and enter
the Customer’s Order No
Qty should be
always 1 in the
Open Order
Click here to add the
item
Click here to go
back to list screen
ALL YOUR SAVED TRANSACTIONS WILL BE APPEARED HERE
Go to Sales Order Schedule to enter the Schedule Qty for
the Open Order Type
Click here to enter
the Order Schedule
Enter the
Customer
Name/Code
Click here to enter the
Item from the Order
All the Pending Order without Schedule will
be displayed,click the Order you want to
enter the schedule.
Order Details
from SO
Type:
Daily
Monthly
Weekly
Enter the No of Schedule for the Giving Schedule
Qty, Enter the Schedule Date from where it should
Start from and the Commitment Date when it should
be Delivered fully .
The Breakup will be loaded based upon the qty, the
type and the No of Schedule which are given
Click here to Add
the Schedule
The Schedules will be
automatically loaded based upon
the settings which we are given
Click here to save
the Transaction
OPEN SALES ORDER WITH SCHEDULE

PROFORMA
INVOICE
1

PROFORMA INVOICE
All the Entries
from CRM will
be loaded
Enter the Qty
and Rate and
click add
Tax will be
added from
the orders

SALES DC
2

SALES DC

LABOUR DC
3

LABOUR DC
Select the
Entry type as
Labour DC
Select the DC Type
Items from Labour Order
will be loaded here
Click the Breakup button
in order to enter the item
from LO Inward
Select the Breakup term whether the part is
converted from RM-FG or FG-FG
Enter the Qty with the Respective
DC Breakup and close

SALES
INVOICE
4

SALES INVOICE

LABOUR
INVOICE
5

LABOUR INVOICE
Select the entry
type as Labour
Invoice
All the
procedure will
be same as
Sales Invoice
All the pending sales Order
will be views here
Select the
breakup and
close

EXPORT
INVOICE
6

EXPORT INVOICE
Select the
entry type as
Export Invoice
You can edit
the conversion
rate here
To select the
Currency select
from here and
then close
The
conversion
country
symbol
To enter packing
statement click here
Enter the
packing details
and close

CUSTOMER
RETURN
7

CUSTOMER RETURN
All the invoice against
this customer will be
reflected here
Enter the
return qty
and add

ORDER
INFLOW
1

ORDER INFLOW
The value is coming
from the total of
sales order qty from
the customer for
each month
Stats will be
shown here

DELIVERED
NOT BILLED
2

DELIVERED NOT BILLED
All these above items have
entered in DC but not
entered in Invoice

ORDER
SCHEDULE VS
ACTUAL
3

ORDER SCHEDULE VS ACTUAL
Click on the
qty to show
the breakup

TURNOVER
ANALYSIS
4

TURNOVER ANALYSIS

CRM and Sales.pptx

CRM and Sales.pptx

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CRM and Sales.pptx