Introduction to CRM
BizCentric helps you track business Opportunities from Leads and Customers, send them Quotations, and book Sales Orders.
How Can We Help You?
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- Edit Export/Print permissions for reports
- Field Level Permission Management
- Managing Perm Level in Permission Manager
- User Restriction
- Setting Up Email Signature in BizCentric
- Disable Any User
- Change User Password
- Change existing user’s email ID
- Difference Between System User and Website User
- Administrator
- Limited User
- Sharing
- Role Permission for Page and Report
- User Permissions
- Role Based Permissions
- Role and Role Profile
- Users And Permissions
- Adding Users
- Raw material valuation
- Serialised Item Valuation Rate calculation
- FIFO and Moving Average calculation difference
- Item Valuation Setup and Transactions
- Managing Fractions in UOM
- Track Items Using Barcode
- Serial Number Naming
- Item Codification
- Auto Creation of Material Request
- Allow Over Delivery/Billing
- BizCentric for Service Organization
- Change the Rate of Items in the Sales Cycle
- Print Settings
- Adding Margin
- Shipping Rule
- Selling in Different UoM
- User Permission based on Hierarchy
- Setting Employee-wise Leave Approver
- Amending Purchase Order after Submit
- Purchasing in Different UoM
- Maintaining Supplier’s Item Code In the Item master
- Mode of Payment
- Default Receivable / Payable Account
- Print Cancelled Invoice
- Linking stock warehouse and accounts
- Freeze Exchange Rate
- Common Party Accounting
- Common Receivable Account
- Freeze Accounting Entries
- Freeze an Account
- Fiscal Year Creation
- Merging Accounts
- Sync DocTypes with Events Calendar
- Letter Head in the Report
- Tree Master Renaming
- To-Do Auto Creation
- Easy steps to setup Workflow
- Remove Line Breaks in Print Formats
- Remove Link at the Bottom of the Print Page
- Set Current Value for Naming Series
- Disable Notification Emails
- Delete Submitted Document
- Edit Submitted Document
- Set Language
- Set Precision
- Set default values for any field
- Manage Tree Structure Masters
- Feedback Request Using a Web Form
- Company-wise Naming Series
- Change Custom Field Datatype After Field Creation
- Fetch child table values using Jinja tags
- Subcontracting in BizCentric
- Capacity Planning based on Production Order
- Capacity Planning based on Work Order
- Subcontracting
- Item Alternative
- Opening Stock Balance Entry for Serialized and Batch Item
- Purpose of Stock Received but not Billed
- Migrate To Perpetual Inventory
- Managing Batch wise Inventory
- Material Transfer from Delivery Note and Purchase Receipt
- Stock Reservation
- Perpetual Inventory
- Projected Quantity
- Delivery Trip
- Inventory Dimension
- Loyalty points redemption in POS
- Drop Ship Between Subsidiary Companies
- Drop Ship
- Project from Customer Portal
- Project and Managing Expenses
- Project Profitability
- Project Costing
- Integrating BizCentric With Biometric Attendance Devices
- Using Auto Attendance
- Create Supplier Quotation through Supplier Portal
- Calculating Freight in taxes in BizCentric
- Landed cost Voucher
- Perpetual Inventory for Non-stock Item
- Balance in Temporary Account
- Reconcile Advance Payment made to the Supplier
- Allocating Credit Note and Payment
- Immutable Ledger
- Manage Foreign Exchange Difference
- Payment Ledger
- Semi-Auto Payment Reconciliation
- Invoice Discounting
- Discount Accounting
- Budgeting
- Loyalty Program
- Bank Guarantee
- Setting up Sendgrid SMTP Email in BizCentric
- Configuring A Reply-To Email Address
- Setup Two Factor Authentication
- Export Data in Excel/CSV
- Include Document Link in Notification Email
- Setting Workflows on Masters
- Stock Balance and Stock Account Balance Syncing
- Cannot enable Serial and Batch Number
- Maintain Stock field Frozen in the Item master
- Delivery Note Negative Stock Error
- Export Data for Specific Year or Filter
- Add columns in Standard Report and Export
- Report Showing Multiple Lines for One Document
- Deleting Custom Reports
- Making Custom Reports
- Maximum Number of Fields in a Form
- Open Work Order Report
- Brandwise Items and Profitability Report
- Procurement Tracker Report
- Customise Cash Flow Report
- Invoice rounding issue
- Delete entries linked with GL entries
- Round off Account Validation Message
- Fixing Fiscal Year Error
- Purchase Invoice – Account Type Error
- What if Emails are not being received by the Recipients?
- Using Prepared Report
- Permission Error Problems
- Perm Level Error
- Import Error due to Workflow
- Maximum User Limit Issue
- Email Error in Sending or Receiving
- Course Scheduling Tool
- Assessment Result Tool
- Student Attendance Tool
- Quick Stock Balance
- Stock Reconciliation
- Quality Inspection
- Process Statement Of Accounts
- BizCentric QuickBooks Migrator
- Payment Order
- Period Closing Voucher
- UnReconcile
- Payment Reconciliation
- Payment Reconciliation
- Bank Reconciliation
- Desktop
- Global Search
- Dashboard
- Calendar
- Video
- Notes
- To Do
- Copy Pasting Multiple Records From Excel
- Production Scrap Management
- Serialised inventory tracking
- Customer Provided Items
- Multiple finished goods with single raw material
- Manufacturing without creating BOM
- Material consumption
- Sales Return Management
- Return Rejected Items
- Delivery from Sales Invoice
- Repack Entry
- Stock Entry Purpose
- Sales Persons in the Sales Transactions
- Record Commission to Sales Partner
- Payment Terms
- Incoterm and Named Place
- Taxes and Charges
- Short Close Multiple Orders
- Close Sales Order
- Amending Sales Order after Submit
- Applying a Discount
- Request for Raw Materials from Sales Order
- Procurement Cycle Overview
- Purchase invoice for Services
- Fetch shipping charges based item’s value or weight
- Payment Entry for Capital Account
- Debit Note for price adjustment
- Book Petty Cash Entry
- Accounting for Bad Debts
- Book discount allowed and received separately
- Adding reference to Journal Entry
- Invoice Discount in Payment Entry
- Withdrawing Salary from Owner’s Equity Account
- Bulk Payment Entry
- Adjusting Withhold Amount
- Post Dated Cheque Entry
- Difference Entry
- Access Log
- Document Versioning
- Adding Attachments to Outgoing Messages
- Renaming Documents
- Bulk Rename
- Deleting and Restoring Documents
- Restore Deleted Documents
- Duplicate Records
- Checking Link Between Documents
- Manufacturing Dashboard
- Manufacturing Settings
- Basics of Manufacturing
- Education Settings
- Academic Year
- Academic Term
- Student Category
- Room
- Instructor
- Topic
- Course
- Program
- Manufacturer
- Unit of Measure (UoM)
- Item Group
- Item Price
- Party Specific Item
- Shipping Rule
- Sales Taxes and Charges Template
- Sales Person Target Allocation
- Product Bundle
- HR Settings
- Daily Work Summary Group
- Selling Settings
- Human Resource Setup
- Appointment Booking Settings
- Contract
- Email Group
- Customer Group
- Sales Person
- Sales Stage
- Opportunity Type
- Lead Source
- CRM Settings
- Supplier Group
- Buying Settings
- Salary structure and Payroll
- Income Tax calculation in BizCentric
- Create Payroll Entry with Timesheets
- Setting Flexible Benefits against a Benefit Claim
- How to process Payroll in BizCentric
- Working Days Calculation in the Salary Slip
- Employee Incentive
- Retention Bonus
- Additional Salary
- Payroll Entry
- Salary Slip
- Salary Structure Assignment
- Salary Structure
- Salary Component
- Income Tax Slab
- Payroll Period
- Payroll Management
- Payroll Setup
- Process Loan Security Shortfall
- Process Loan Interest Accrual
- Loan Security Unpledge
- Loan Security Shortfall
- Loan Write Off
- Loan Repayment
- Loan Interest Accrual
- Loan Disbursement
- Loan
- Loan Security Pledge
- Loan Application
- Loan Application
- Loan Type
- Loan Security Price
- Loan Security
- Loan Security Type
- Loan Type
- Loan Management
- Issued Items Against Work Order
- Returned Materials Against Work Order
- Work Order Consumed Materials
- Downtime Analysis
- BOM Operations Time
- BOM Stock Report
- BOM Search
- Production Analytics
- Quality Inspection Summary
- Job Card Summary
- Work Order Summary
- Production Planning Report
- Demand Driven Forecasting
- Manufacturing Reports
- Project Reports
- Project Profitability Report
- Delayed Tasks Summary
- Human Resources Reports
- CRM Reports