Guide: Create and Approve FAF Request Welcome to the user guide for the Create and Approve FAF Request in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Create and Approve FAF Request FAFis afinancial approval form. Its main purpose is to ensure that: - The budget f...

Guide: Select approver on the Add/Edit PO form Welcome to the user guide for the Select approver on the Add/Edit PO form in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Select approver on the Add/Edit PO form This feature allows you to choose an approver for each p...

Guide: Approve Purchase Payment Welcome to the user guide for the Approve Purchase Payment in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Approve Purchase Payment 1. First, you create an approval process for Payment request at Settings/ Approval If your process ha...

Guide: Only 1 person needs to approve the transaction Welcome to the user guide for the Only 1 person needs to approve the transaction in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Only 1 person needs to approve the transaction If your process has multiple approv...

Guide: How to sign Purchase transactions Welcome to the user guide for the How to sign Purchase transactions in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. How to sign Purchase transactions To get a transaction approved, you can submit an approval request or sign ...

Guide: Approve For Purchase Invoice Welcome to the user guide for the Approve For Purchase Invoice in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Approve For Purchase Invoice 1. First, you create an approval process for Purchase invoice at Settings/ Approval If y...

Guide: Relation Helper Update Welcome to the user guide for the Relation Helper Update in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Relation Helper Update In file application/helpers/relation_helper.php update line 144 with script: $data = hooks ()->apply_...

Guide: Purchase-General Settings Welcome to the user guide for the Purchase-General Settings in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Purchase-General Settings Step1.Go to Settingsmenu under Purchasemodule from the left sidebar. Step 2. Select General Setti...

Guide: Vendor portal - Contract, Purchase Invoice & Order Return Welcome to the user guide for the Vendor portal - Contract, Purchase Invoice & Order Return in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Vendor portal - Contract, Purchase Invoice & Order Retur...

Guide: Vendor Portal - Items, Purchase Request, Quotation & Purchase Order Welcome to the user guide for the Vendor Portal - Items, Purchase Request, Quotation & Purchase Order in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Vendor Portal - Items, Purchase Request,...