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Handmade

The product is tailored to the specialized processes of a manufacturing enterprise.
Below are the ready-made processes that CRM supports for the training center
Customers
• Name
• Surname
• Birthday
• Phone
• Delivery address
• Email
• Order history
• Discount card
Suppliers
• Company
• Phone
• Website
• Requisites
• Order history
Orders
(if synchronization with the site is possible, then they come from the site with all the attributes, or are entered manually in the store)
▪ Order Information
- Client
- Partner
- Order date
- Description
▪ Financial information
- Order price
- Payment
- A discount
- balance
▪ Delivery
- Delivery (yes / no)
- Departure date
- TTN
- Delivery address
- Number of products
- Amount upon
Accounts
• Location
• Client
• Phone
• Products
- Vendor code
- The code
- Model
- Model category
• Payment
• Payment category
• Amount
• To pay
• Paid
• Balance
• Invoice Date
• A discount? (well no)
• A discount %
• Discount amount
* Quick account creation form
• Goods
• Catalog price
• Amount
• Client
• To pay
Products
• Category
• Name
• Vendor code
• Valid from
• Valid until
• Characteristics (material, size, ...)
• Description
• Price
• Status
Order lines
• Vendor code
• Products
• Available
• Unit price
• A discount
• Amount
• Order
• Client
• Type of
- Ransom
- Under implementation
Delivery
• Date of creation
• Delivery date
• Status (new, in operation, sent)
• Order
• Client
• Address
• TTN
• Departure date
Payment
• Type of
• Date of creation
• The code
• View
• Payment method
• Payment category
• Map
• Comments
• Score
• Client
• Amount
• Currency
Cashbox
• Name
• Input balance
• Income
• Consumption
• Balance of the day
• Input balance
• Cash Income
• Collection
• Cash expense
• Payment
- Paid bills
- Perfect payment
Inventory
• Product Scan Form
• Vendor code
• Product
• Availability in the system by location
• Inventory Lines
- Status
- Vendor code
- Name
- Qty in the system
- Qty upon
- difference
- Cost for 1 item
• Amount of goods in stock
• Total number of items in stock
Single tax
• Month / quarter
- Nested grid (Incoming payments, outgoing payments)
- Amount of arrival
- FOP category
• Tax amount
• Payment of tax
Customer cards
• Room
• Client
• Date of issue
• Card purchases
• Amount of purchases
• Bonuses:
- Bonus accrual
- Use of bonuses
- Available bonuses
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