We want sales target for salesmen as monthly and sales target for agents as quarterly. We have an understanding with agents for quarterly sales targets. We conduct quarterly meetings with each agent to access their performance. For our own employees we cannot wait for quarterly targets, we need to monitor monthly.
While, before or after approving a quotation, proforma invoice and tax invoice, it would be very helpful if the user, particularly approver, can see ledger balance of the customer right in the record. Can this be done?
If there is no option for this, can this be done as customization for us?
I have added a forwarding agent in global companies pool in CRM. How do I add this company as forwarding and clearing agent?
For indent sales order to our principal, only the commission amount is posted to the books of accounts and same shows in accounts receivable. This is fine for following up for our own commission amount with the vendor and sending him bills, statements and alerts. Actual invoice amount is not accounted, which is very much correct. But how do we track payments from customer to principal. This is also very important to follow up because it is our responsibility too to see to it that this payment is cleared. Delay in this payment often delays our payments too and more than that reconciliation becomes difficult. Do we have a solution for this?
I have selected the option of disallowing editing of GST Rate on sales records from admin module but GST rate is still editable in quotations, proforma invoices and tax invoices. I even tried to logout and login again but that does not help.
We have arranged customers in different groups and set credit time limit in terms of days for each group. We have also set credit limit on amount for each customer. We have set locking of invoice on exceeding any of the two limits. Sometimes when customer fails to make payment but specially requests to allow some invoices, we have to go and change his group. This is not a problem as it is quite easy. Our problem arises because often, after raising that exceptional invoice, we forget to move the customer to original group. With the result we leave the customer with the changed credit terms. Is there a way that system will automatically move the customer back to the original group after invoice has been created?
We need to check consumption pattern of customers for different products as well as more detailed report for any product as a drill down.
We want to get all sales records, i.e Quotations, Proforma Invoices, Tax Invoices and Indent Orders for a particular machine given to one group of companies from all our branches from 2010. How can we get this report easily.