Guide: Convert Purchase Order to Expense Welcome to the user guide for the Convert Purchase Order to Expense in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Convert Purchase Order to Expense Step 1: Go to Purchase Order menu -> Click CONVERTbutton Step 2.Enter...

Guide: Purchase Order Detail Welcome to the user guide for the Purchase Order Detail in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Purchase Order Detail Purchase Order Detail Select the purchase order to view details and click View Click Refresh Order Valueto upd...

Guide: Create Purchase Order and Approval process Welcome to the user guide for the Create Purchase Order and Approval process in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Create Purchase Order and Approval process Used to create a purchase order to send to the ...

Guide: Purchase Quotation Welcome to the user guide for the Purchase Quotation in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Purchase Quotation Quotations can be created in both admin portal and vendor portal. You can create quotations from available items or app...

Guide: Purchase Request Welcome to the user guide for the Purchase Request in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Purchase Request Used to create purchase request. After the purchase request has a status of Approved, it can be shared to the vendor. In case...

Guide: Vendor-Items Welcome to the user guide for the Vendor-Items in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Vendor-Items When creating Quotation, Purchase order, Debit note and Purchase Invoice transactions, if "Load items by vendor" option is enabled, the i...

Guide: Create Vendor's Contact Welcome to the user guide for the Create Vendor's Contact in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Create Vendor's Contact To create a new contact: Step 1.  Go to the Purchasemodule in the left sidebar and select Vendormenu St...

Guide: Vendor registration Welcome to the user guide for the Vendor registration in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Vendor registration Step 1. Go to admin portal Step 2. Go to the Purchasemodule in the left sidebar and select Settingsmenu Step 3. Sele...

Guide: Vendor Welcome to the user guide for the Vendor in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Vendor For creating purchase transactions like purchase order, quotations, purchase invoice and debit note, you'll have to add vendors Create Vendor To create a n...

Guide: Items Welcome to the user guide for the Items in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Items Used to manage and add new items for purchase. Create Item To create an item Step 1. Go to the Purchasemodule in the left sidebar and select Items menu Step 2...