How to create Quotation?

• Click on Sales ➜ contracts ➜New contracts.

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• Click on Is Generate Contract Now. Select the contracts Item, change price if necessary.
• Mention no of Service for contracts.

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• Print or Preview contracts Contract
• Generate Bill of contracts by clicking Convert to Bill

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How to assign contracts Routine Service?

• Click on Service Manager ➜Services Schedule.
• Double click on the cell against contracts. It will generate pop up to enter date and select assign to and click Set.

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Configure contracts Routine Service Settings

• Click on Settings➜ contracts Service Settings.

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How to Manage Maintenance Routine Services

• Click on Sales ➜ contracts ➜contracts ID.

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How to Generate Bill Against One contracts

• Click on Sales➜ contracts ➜ contracts ID .

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How to Add Item In One contracts

• Click on Sales ➜ contracts ➜ contracts ID .

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How to Add contracts type With different terms & condition ?

• Click on Sales ➜ contracts ➜ contracts ID ➜ Edit contracts.

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• Click on (+) icon

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• Click on pencil icon

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For elevator business Category

1. How to Add Lift Master

• Click on Lifts ➜ Creat Lift.

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2. How to add Customer Lift

• Click on Sales ➜ Customers ➜ Cusomer_id ➜ Add Lifts .

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3. How to take customer lift in contracts

• Click on Sales > ➜ Customers ➜ Click On one of Cusomer id ➜ New contracts.

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• All customer lift is coming here while creating new contracts. if you delete one the lift from this NEW contracts page , it will not consider in contracts contract.

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