Topics containing #customer

We are ready to start giving access to some of our customers to the customer portal. Before moving on, we need the following clarifications :

1. Is there any limit on the number of customer accounts? In case there is a limit, can the limit be extended?

2. Can there be multiple accounts for different users of same company? If yes, can their access be controlled individually?

3. Is there a way of known which customer, rather which user of which customer, has logged in at what time?

 

Hi. I have joined as partner for Zambia last week. My team is ready to start marketing. We need some guidance on what type of companies to target first. 

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 want to know if Tuhund ERP automatically saves internal chat conversations between employees and where can we see these conversations in future. Is there a search option to search for conversation regarding certain topic? Just like all email conversations and SMS regarding inquiry are attached to the same inquiry, can chat conversations also be attached? This will be a very good function in ERP if it is possible.

If we enable sending of SMS automatically to customers when tax invoice is created, will it send invoice amount to the customer or total balance?

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?

We have some quotations already approved but there is no elevate button. How do we process these quotations further?

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 had to add same bank accounts while preparing payment vouchers for different branches of our company and it resulted in 17 accounts and in actual there are only 6 accounts. Now this effects balances in bank accounts in the system. 

In almost all reports of accounts receivable we have a column for finance cost. On what basis is this finance cost calculated?

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?

Where will indent sales show in our balance sheet?

How will it appear in GST reports?

Do we have to show Indent Sales in GST?

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 add some services in POS. For example cable TV subscription. As of now we can raise invoice for cable TV subscription only from browser and mobile app, not from POS. If we could make these invoices through POS, that would be very helpful.

I have email database in excel. Can I send mass mail from Tuhund newsletter module?

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Topics : 17|Last Topic : 02/09/2020 10:53 PM
Questions and queries about Accounting a Finance module. Working with cost centers. General Ledger, Accounts receivable, Accounts payable, financial statements, expense claims management, commission payables and receivable claims, Forex, Currency, Assets, Depreciation, Taxes and TDS, etc.
Topics : 13|Last Topic : 02/09/2020 10:32 PM
Information about Tuhund. Tuhund has moved far beyond and is much larger for just being called an ERP.
Topics : 4|Last Topic : 10/04/2019 11:32 AM
Point of sales software, Andriod and IOS applications and other software linked with Tuhund. API for connecting with Tuhund and building applications on top of Tuhund backbone.
Topics : 1|Last Topic : 10/10/2019 09:36 AM
Discussions on ERP in general and comparison of various ERP, their features, working, issues and workarounds
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Questions and queries about Human Resource Management Module
Topics : 16|Last Topic : 29/09/2020 10:05 PM
Questions and queries about Inventory and Procurement Modules. Products and product categorization. Vendors Price Lists, Quotations & Invoices, Requests For Purchase, Requests for Quotes, Purchase Orders, Purchase Invoices, Tenders, Store Management, Locations, Stock. Inventory reports, margin analysis, ageing analysis.
Topics : 2|Last Topic : 26/12/2018 01:46 PM
Questions related to GST, GSTR1, GSTR3B. Issues and problems faced in GST Portal.
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Knowledge sharing, support and help with Project Management Module; Project Schedule Management, Project Scope Management, Project Resource Management, Material Management, Expense Management, Deliverable, Billing and Invoicing.
Topics : 19|Last Topic : 15/09/2020 12:18 PM
All about Sales and Customer Relationship Module. Tasks, reminders and events. Inquiries, opportunities and business leads. Different types of sales targets and key performance indicators.
Topics : 2|Last Topic : 04/09/2020 11:19 PM
We welcome suggestions from our customers, third party users as well as from general public. Our aim is continual improvement of Tuhund. We are not going to stop or slow down development of Tuhund. Please let us know what you are looking for in Tuhund and we will make sure it is added.
Topics : 1|Last Topic : 02/09/2020 11:19 PM
Forum for Tuhund Channel Sales and Implementation Partners to seek clarifications and to exchange knowledge and ideas among themselves and with others.
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