Sales Record
Kindly complete the product data before proceeding to create the Sales Record data.
Last updated
Kindly complete the product data before proceeding to create the Sales Record data.
Last updated
Step 1: In the top-right side of the page, click "Add".
Step 2: Fill in the relevant details and click "Submit" to create new contract information.
Customer Name: The user can only select the customers for whom they have permission to view.
The data displayed on the sales record list is based on the user's viewing permissions.
Step 1: Open the details page, it will appear in a pop-up window on the right side of the page.
Option 1: Click on the data row directly.
Option 2: On the right side of the data row, click on "more ···" and then click "View".
Click on the field [Customer Name].
The customer information details will be displayed in a pop-up window on the right side of the page.
Step 1: On the right-side of the data row, click more ···, and click "Edit".
Step 2: Modify the details and click "Submit" to implement the new changes made.
Remark:
The current user can edit the sales records created by themselves.
The current user can edit sales records created by other users if they have the permission to edit for the customer.
Step 1: On the right-side of the data row, click more ···, and click "Delete".
Step 2: Confirm the delete operation, and the data will be deleted and removed from the list.
Step 1: Select the data to be deleted, click "Batch delete" on the bottom left of the page.
Step 2: Confirm the delete operation, and the data will be deleted and removed from the list.
Remark:
The current user can delete the sales records created by themselves.
The current user can delete sales records created by other users if they have the permission to edit for the customer.
Step 1: Open the Sales Record details, and it will display on the right-side of the page.
Option 1: Click on the data row directly.
Option 2: Go to the right-side of the data row, click more ···, and click "View".
Step 2: Click on the "Log" tab to view the log details.
The log data can be filtered by log type through the operation type, by the creation time using the existing time filter, or by customizing the range with the "Time range" button. Additionally, the [Search log] search box is used to search for log content.
Step 1: In the top-right corner of the page, click "Import".
Step 2: Export the template by clicking on "Export template".
Step 3: Fill up the Excel template.
Step 4: Select the updated Excel file by double-clicking on the file or click on the file and click "Open".
Step 5: Click on "Start importing" to begin the import.
Status message will pop-up once done.
When the import is complete, an Excel file will be generated to inform the user of the import status of all rows and provide an error message if the import failed.
Step 1: In the top-right corner of the page, click "Export".
Step 2: Select or de-select fields to be exported, and click "Confirm" to begin the process.
The system will automatically generate and download the exported data in Excel format onto the user's device.
Remark:
This will export all the data that is shown on the current display list, across all pages. If your settings for the list are set to 10 results per page, the export will still include all existing data.
The user can also export the desired data by filtering, searching, and applying query conditions before the export.
The users is able to filter contact logs with product name or salesperson or customer's name that are similar/matched to the text entered in the search box.
The [Advance Query] allows the users to create complex searches or filters by specifying detailed conditions and criteria.
Step 2: Fill in the relevant condition and click on "Search".
Step 1: Click on the icon next to the search box.
