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Home ERP Documentation
Home ERP Documentation
- Olanike Dairo (Deactivated)
Owned by Olanike Dairo (Deactivated)
Jan 27, 2022
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Contents
- Home Accounting
- Home Accounting: Mark as Lost
- Home Bank Statements
- Home Cash Registers
- Home Creating Customers:
- Home Creating Quotations
- Home Creating Suppliers
- Home Customer invoices
- Home Customer Payments
- Home Inter-Company Reconciliations:
- Home Journal Entries
- Home Petty cash
- Home Purchase Orders
- Home Sales Agent Commissions
- Home Sales Order
- Home Sales Receipts
- Home Supplier Quotations
- Home UPDATE CU IN SMART SOLAR WITH LOST STATUS WHEN IT IS MARKED AS LOST IN ERP
- Home Apply the extra days script
- Home CRM Module
- Home Applications
- Home Adding/Removing a Product from a Customer's Application who are already installed
- Home CRM: Applications
- Home CRM: Application Sign Up
- Home CRM: change customer status from “install/collect upgrade” to "pending repossession"
- Home CRM: How to void a client in Book Installation status
- Home ERP Reset Application
- Home How to change package for customers who are not yet installed
- Home How to Modifying Warranty End Date on the customer's application
- Home How to Upgrade through ERP CRM
- Home Payment and Client Status Diagram
- Home Revert customer status from Completed to Installed
- Home Configuration
- Home Activate the Referral Bonus in your company
- Home Bonus/Bundles Configuration
- Home Canal+ by Bboxx in Pulse: How-to guidelines
- Home Configuring Alert Type actions on ERP
- Home CRM: A/B Testing & Customer Groups in ERP
- Home CRM: Change minimum days for switch on
- Home CRM: Logs
- Home CRM: Packages
- Home CRM: SS Alerts
- Home CRM Record Installation Prior to Application Date
- Home CU Disable by Default
- Home How to create SMS Template for Alerts
- Home How to Deactivate Bonus/bundles
- Home Control Units
- Home How to change a shop automatically selected based on the installation address.
- Home Installation
- Home Replacing a Lost/Stolen CU and a lost Solar Panel
- Home Repossessions
- Home Technical Action Records
- Home Technical Issues
- Home Upgrade/Collections
- Home Upgrade/Swap/ Repossess Completed/Opt-out Customers in ERP
- Home Using a linked account to Allow completed customers to opt-in or pay for repairs/swap
- Home Applications
- Home CSCC Module
- Home Change customers to 'serial unknown'
- Home CSCC: Action Priority
- Home CSCC: Action Report
- Home CSCC: Application Report
- Home CSCC: Assign specific calls to specific call operators
- Home CSCC: Call Log
- Home CSCC: client, cannot be selected in the CSCC module.
- Home CSCC: Correct Customer Serial Number
- Home CSCC: Edit call scripts
- Home CSCC: Follow up a call
- Home CSCC: How to create call scripts
- Home CSCC: How to select an agent during an upgrade call
- Home CSCC: Incoming call/ Outgoing call
- Home CSCC: Recording a Collection?
- Home CSCC: Recording an Installation?
- Home CSCC: Recording an Upgrade?
- Home CSCC: Recording A Repossession?
- Home CSCC: Recording a Technical Issue?
- Home CSCC: Signing up a new lead?
- Home CSCC: Supervisor Pending actions
- Home ERP Correct Customer Serial Number
- Home How to change shop on ERP
- Home ERP Other
- Home Guide to configure Screen Hotline Number & Payment USSD Code to be visible on bPower20 screen
- Home Human Resources Module
- Home Mobile Money Module
- Home NGU to have phone numbers from multiple countries in the same company.
- Home Organisation Module
- Home Products
- Home Purchases Module
- Home Sales Agent Module
- Home Agent page details
- Home Commission Invoices
- Home Configuration guide for telesales Commission
- Home Configurations
- Home Devices & Statistics Reports (Inactive Sub-Module)
- Home ERP Reset Sales Agent’s password
- Home How to check the defined SA work territory
- Home How to create customer groups
- Home How to Edit Commissions
- Home How to re-draw the territory demarcation
- Home How to use Bulk Commission Update
- Home How to use Manual Portfolio Bonus Tool
- Home How to use the agent app usage report
- Home Introduction
- Home Sales Agents
- Home Sales Module
- Home Serial Number Validation Configuration
- Home Settings Module
- Home SMS Centre Module
- Home Stock Tool Move Module
- Home Assign Stock Technician
- Home Create / Import new Locations
- Home DELIVERY ORDERS:
- Home DELIVERY TOOL
- Home Enabling Stock Features
- Home INTERNAL MOVES:
- Home PHYSICAL INVENTORIES:
- Home PRODUCTS:
- Home Shop/WH Flow configuration
- Home STOCK LEVEL:
- Home STOCK MOVE:
- Home TRACEABILITY
- Home TRACKING KPI's:
- Home Warehouse Configuration
- Home Warehouse Module