Every module in BYOD CRM can be set with different access permissions to read, write, edit, and comment on the data available in portals. Every contact needs to be invited to become a portal user and you can revoke access at any time. You can also set up password protection for portals so that each user can only access their own database.
Let prospects browse through your products and services at their leisure through portals that are customized with your company's branding. Set up portals using your CRM database by giving modules public access permissions. Create an ideal space to show your prospects exactly what you're offering by styling your portal.
This streamlined channel of communication ensures that any order conflicts or disputes can be quickly resolved, fostering stronger business relationships with your vendors.
Frontend login is the page that your registered site users use to login when you require authentication for your site. For example, you may want all users who can leave comments to be logged in; or you can require everybody who checks out products to be registered and logged in.
The lower half of the product screen holds more product information. Some tabs, such as Prices, Dimensions, Suppliers, can be filled in by the user while others like Movements/Service Usage track the product/service during transactions.
A Request for Quotation (RFQ) can also be created from a submitted Material Request. Once an RFQ is created, you can print and send suppliers the PDF which will have all the details you entered relevant to the RFQ.
Tax invoice is an invoice issued for taxable supply of goods & services. Tax invoice broadly contains details like description, quantity, value of goods/service, tax charged thereon and other particulars as may be prescribed.