I would like to have the data for the individual customers.
Total claims made by the engineers against to their visit in last three years .(2017-18,2018-19,2019-20)
I can see a number of parameters based on which invoice numbers are generated. In those there is also an option of including month in invoice prefix and quotation prefix, etc. Is there any value or reason why anybody would need month included in Invoice prefix? I want to know just to be sure we are not missing out on anything valuable.
One thing I have noticed so far is that Tuhund is vast. It has so many features and so many options that it is impossible to know about all or even remember all. Every time when I think now we are using it fully, I discover more features that are very useful.
I recall seeing option of adding services that are automatically added along with products. If I correctly remember this option was in the product category screen where we can select these services. Now I am not able to find this option.
We want sales staff of zones to be able to view and work on inquiries, quotations, proforma invoices, sales orders and commercial invoices of each other within same marketing zones but not of their zone managers. Zone manages should be able to view all records of all employees within marketing zone but neither manages nor other staff of one zone should be able to view any data of other zones. Can we do this in our CRM module?
Before Tuhund we had 11 isolated systems for our two companies and their branches. We have several customers who were customers for more than one branches and therefore had entries in multiple systems. Now after migrating data from old systems to Tuhund ERP, we have several cases of duplicate customers in master records, many with slight difference in names. How do we delete duplicate customers?
When we elevate proforma invoice to indent order we get option to choose exchange rate between exchange rate in proforma invoice or current exchange rate where we can choose one of them. We need option to enter exchange rate manually because we use a fixed rate for reporting which we revise ourselves from time to time. For example current USD rate is 71.74, but we want to put 70.00 for all indent orders till we decide to change this rate. When we pay commission to our staff and agents, we use this rate not the actual exchange rate.
We have some quotations already approved but there is no elevate button. How do we process these quotations further?
Commercial invoice register report is very detailed report which shows actual cost price (including overhead expenses) for each product in each invoice and also shows margin for each product in each invoice. We need a report with same filters and all other data same except columns of cost and margins, for our sales team who do not need to see cost and margin. Can we have this report, or can we know if it is already there?
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.