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Guide: Currency Rates Welcome to the user guide for the Currency Rates in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Currency Rates Used to get online currency rates and manage Currency rate log. Go to Settingsmenu under Purchasemodule from the left sidebar-> ...
Read MoreGuide: Order Return Setting Welcome to the user guide for the Order Return Setting in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Order Return Setting Used to configure the Order Return Number Prefixand the Order Return Number Prefix. Step 1. Go to Settingsmenu un...
Read MoreGuide: Purchase Permission Welcome to the user guide for the Purchase Permission in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Purchase Permission Users can access the modules based on their permission. Admin: has unrestricted access to all the modules. You as a...
Read MoreGuide: Vendor Category Welcome to the user guide for the Vendor Category in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Vendor Category Used for new vendor creation page (Vendor menu). Add New Vendor Category To add a new vendor category to your organization: Ste...
Read MoreGuide: Approval Setting Welcome to the user guide for the Approval Setting in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Approval Setting Add New Approval Setting To add a new approval to your organization: Step 1. Go to Settingsmenu under Purchasemodule from t...
Read MoreGuide: Sub Groups Setting Welcome to the user guide for the Sub Groups Setting in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Sub Groups Setting This data will be used for the Sub Group combobox in Add/Edit Item page. Add New Sub Group To add a new sub group to yo...
Read MoreGuide: Commodity Group Setting Welcome to the user guide for the Commodity Group Setting in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Commodity Group Setting This data will be used for the Commodity Group combobox in Add/Edit Item page. Add New Commodity Group T...
Read MoreGuide: Unit Setting Welcome to the user guide for the Unit Setting in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Unit Setting Add New Units To add a new unit to your organization: Step 1. Go to Settingsmenu under Purchasemodule from the left sidebar. Step 2. Sel...
Read MoreGuide: Purchase Option Setting Welcome to the user guide for the Purchase Option Setting in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Purchase Option Setting Not creating Purchase request, Quotation: If you enable this setting, the Quotationfield is hidden in t...
Read MoreGuide: Overview Welcome to the user guide for the Overview in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Overview 1. Workload Workloadpage used to manage employee workload. Capacity: get data from Staff Shifting Settings page. It is the total working time per we...
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