-
Proposal Listing in Commerce Module The proposal listing feature is designed to help sales teams keep track of their proposals, their status, and other relevant details. ...
-
Feature: New Proposal This feature allows sales representatives to create and manage new sales proposals for potential clients. The system captures relevant details about the proposal, such as subject,...
-
The "Estimate Listing" feature within the commerce module serves as a central point for managing and accessing estimates for products or services that your business offers to customers. This feature provides a user-friendly interfa...
-
The "Create New Estimate" feature under the commerce module allows users to generate estimates for potential transactions with customers. This feature is commonly used in businesses to provide customers wi...
-
The "Invoice Listing" feature within the commerce module provides users with a comprehensive view of the invoices generated within the system. This feature offers various functionalities to effectively manage and navigate through i...
-
The "Create New Invoice" feature under the commerce module allows users to generate Invoices for potential transactions with customers. This feature is commonly used in businesses to provide customers with...
-
The "Batch Payments" feature in the Sales module is designed to streamline and simplify the process of recording and managing payments for invoices. Here's how this feature can be used:...
-
The "Payments" feature within the commerce module offers a comprehensive set of tools for managing and tracking payments associated with invoices. This feature is particularly useful for efficiently handling batch payments from cus...
-
The "Credit Notes" feature under the Commerce module appears to provide functionality for managing credit notes within a business context. Credit notes are typically issued by businesses to correct errors or provide refunds to cust...
-
The "New Credit Notes" feature under the commerce module is used for creating credit notes for customers. Credit notes are typically issued to customers to provide refunds or credit for returned or faulty goods. ...
-
The "Items" feature within the commerce module serves as a comprehensive tool for managing and interacting with the inventory of items that your business offers for sale. It helps streamline sales processes, maintain accurate recor...
-
Prepare Your CSV File: Make sure you have your invoice items data in a CSV file. The first line of the file should contain the column headers, which match the format provided in the instructions. Th...