ERP Documentation
- Olanike Dairo (Unlicensed)
- Melchor Idang (Unlicensed)
- Tyrell Grogan (Unlicensed)
Owned by Olanike Dairo (Unlicensed)
Contents
- Accounting
- Accounting: Mark as Lost
- Bank Statements
- Cash Registers
- Creating Customers:
- Creating Quotations
- Creating Suppliers
- Customer invoices
- Customer Payments
- Inter-Company Reconciliations:
- Journal Entries
- Petty cash
- Purchase Orders
- Sales Agent Commissions
- Sales Order
- Sales Receipts
- Supplier Quotations
- UPDATE CU IN SMART SOLAR WITH LOST STATUS WHEN IT IS MARKED AS LOST IN ERP
- CRM Module
- Applications
- Adding/Removing a Product from a Customer's Application who are already installed
- CRM: Applications
- CRM: Application Sign Up
- CRM: change customer status from “install/collect upgrade” to "pending repossession"
- CRM: How to void a client in Book Installation status
- ERP Reset Application
- How to change package for customers who are not yet installed
- How to Modifying Warranty End Date on the customer's application
- How to Upgrade through ERP CRM
- Payment and Client Status Diagram
- Revert customer status from Completed to Installed
- Configuration
- Activate the Referral Bonus in your company
- Bonus/Bundles Configuration
- Canal+ by Bboxx in Pulse: How-to guidelines
- Configuring Alert Type actions on ERP
- CRM: A/B Testing & Customer Groups in ERP
- CRM: Change minimum days for switch on
- CRM: Logs
- CRM: Packages
- CRM: SS Alerts
- CRM Record Installation Prior to Application Date
- CU Disable by Default
- How to create SMS Template for Alerts
- How to Deactivate Bonus/bundles
- Control Units
- CRM: Cancel Pending Repossession
- How to change a shop automatically selected based on the installation address.
- Installation
- Payment Allocation
- Replacing a Lost/Stolen CU and a lost Solar Panel
- Repossessions
- Technical Action Records
- Technical Issues
- Upgrade/Collections
- Upgrade/Swap/ Repossess Completed/Opt-out Customers in ERP
- Using a linked account to Allow completed customers to opt-in or pay for repairs/swap
- Applications
- CSCC Module
- CCSC unable to register calls.
- Change customers to 'serial unknown'
- CSCC: Action Priority
- CSCC: Action Report
- CSCC: Application Report
- CSCC: Assign specific calls to specific call operators
- CSCC: Call Log
- CSCC: client, cannot be selected in the CSCC module.
- CSCC: Correct Customer Serial Number
- CSCC: Edit call scripts
- CSCC: Follow up a call
- CSCC: How to create call scripts
- CSCC: How to select an agent during an upgrade call
- CSCC: Incoming call/ Outgoing call
- CSCC: Recording a Collection?
- CSCC: Recording an Installation?
- CSCC: Recording an Upgrade?
- CSCC: Recording A Repossession?
- CSCC: Recording a Technical Issue?
- CSCC: Signing up a new lead?
- CSCC: Supervisor Pending actions
- enable or disable the reason for incoming calls
- ERP Correct Customer Serial Number
- How to change shop on ERP
- ERP Other
- Apply the extra days script
- Bulk update Unblock list of customers
- Configure alerts in ERP
- Configure Technician Visit n ERP
- CU does not turn on after installation
- ERP Control Unit Assigned to Different Entity ID
- ERP Converting a Credit Sales Customer to HPA
- Guide to configure Screen Hotline Number & Payment USSD Code to be visible on bPower20 screen
- How to export a report from ERP
- How to export large data report in ERP
- How to Scroll Pages from ERP
- Paying with Account Number
- Restriction to Receive Purchase Order
- Sales / CRM Location
- Slow ERP issue
- Some Customers missing Grace Days
- The product is completed but completion date is not indicated
- Time Transactions Logs
- Trigger Repossession
- Unable to cancel Upgrade-You can only reconcile journal items with the same partner
- Unable to manually convert on time to upgrade
- Unable to record installation due to validate error " Technical does not have enough stock"
- Unable to record Technical Issue on client with Unknown CU
- Unable to register customer profile
- Unable to view payments
- Upgrading and Collect/Install a Generic Product
- ERP Products
- Flexx
- Human Resources Module
- Mobile Money Module
- Organisation Module
- Purchases Module
- Sales Agent Module
- Agent page details
- Commission Invoices
- Configuration guide for telesales Commission
- Configurations
- Devices & Statistics Reports (Inactive Sub-Module)
- ERP Reset Sales Agent’s password
- How to check the defined SA work territory
- How to create customer groups
- How to Edit Commissions
- How to re-draw the territory demarcation
- How to use Bulk Commission Update
- How to use Manual Portfolio Bonus Tool
- How to use the agent app usage report
- Introduction
- Sales Agents
- Sales Module
- Settings Module
- SMS Centre Module
- Stock Tool Move Module
- Warehouse Module
BBOXX