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Guide: General Settings Welcome to the user guide for the General Settings in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. General Settings Reset Data Used to delete all data related to Commission Just calculate the first recurring invoice - If check No: calculat...
Read MoreGuide: Ladder of invoice-Percentage Welcome to the user guide for the Ladder of invoice-Percentage in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Ladder of invoice-Percentage Calculate commission based on Percentage + Total Invoice amount Choose Percentageoption u...
Read MoreGuide: Commission Program Welcome to the user guide for the Commission Program in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Commission Program Create New Commission Program To create a new commission program: Step 1.Go to Commission Programmenu under Commission...
Read MoreGuide: Sales admin of customer group Welcome to the user guide for the Sales admin of customer group in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Sales admin of customer group Sales admin of customer group Used to add the Sales admin of a customer group. Purpose...
Read MoreGuide: Create Hierarchy Settings Welcome to the user guide for the Create Hierarchy Settings in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Create Hierarchy Settings Step 1: Go to Settings menu Step 2: At Hierarchymenu -> click Addbutton Step 3. Select Sales ...
Read MoreCalculate commission for hierarchy
1 Out of 1 Found HelpfulGuide: Calculate commission for hierarchy Welcome to the user guide for the Calculate commission for hierarchy in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Calculate commission for hierarchy Step 1.Create Hierarchy Settings Step 2. Go to Applicable staffmenu->...
Read MoreGuide: Currency Rates Settings Welcome to the user guide for the Currency Rates Settings in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Currency Rates Settings Currency Raterefers to theexchange rateused to convert between different currencies in the system. This ...
Read MoreHow to receive notification before product expires
1 Out of 1 Found HelpfulGuide: How to receive notification before product expires Welcome to the user guide for the How to receive notification before product expires in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. How to receive notification before product expires You can receive email f...
Read MoreStock Movement Summary and Stock Balance Report
1 Out of 1 Found HelpfulGuide: Stock Movement Summary and Stock Balance Report Welcome to the user guide for the Stock Movement Summary and Stock Balance Report in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Stock Movement Summary and Stock Balance Report STOCK MOVEMENT SUMMARY STOCK BAL...
Read MoreHow not to convert to base currency in Inventory Receiving and Delivery Return Purchasing Goods
1 Out of 1 Found HelpfulGuide: How not to convert to base currency in Inventory Receiving and Delivery Return Purchasing Goods Welcome to the user guide for the How not to convert to base currency in Inventory Receiving and Delivery Return Purchasing Goods in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using t...
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