FAQ - CRM

GO TO CRM -> SELECT SEND SMS->TYPE THE CONTENT IN THE MESSAGE BOX->SELECT UPLOAD OPTION-> UPLOAD THE EXCEL FILE WHERE ALL THE NUMBERS ARE CAPTURED->SELECT ALL THE NUMBERS->CLICK SEND SMS

GO TO CRM -> SELECT SEND SMS->SELECT THE DATA AS PER THE FILTERS REQUIRED->SELCET SEARCH->SELECT ALL THE NUMBERS AS REQUIRED->CLICK SEND SMS
CLICK CRM->OPEN SEND SMS -> IF THE NUMBER IS ALREADY SAVED IN APPLICATION USE THE FILTERING OPTION & SEARCH THE NUMBER OTHERWISE UPLOAD THE NUMBER FROM EXCEL BY USING THE UPLOAD OPTION. SELECT THE NUMBERS & ADD YOUR WORDS IN MESSAGE COLUMN -> CLICK SEND

GO TO CRM->SELECT CUSTOMER->CLICK NEW->SELCET THE CUSTOMER TYPE AS *CUSTOMER*->SELECT THE CUSTOMER CATEGORY AS REQUIRED WHICH YOU CREATED IN THE CUSTOMER CATEGORY MASTER->ENTER CUSTOMER DETAILS->IF CREDIT IS TO BE GIVEN TO THE CUSTOMER THEN SUPPORT CREDIT OPTION CAN BE CLICKED & GST NO. TO BE ENTERED->CLICK SAVE BUTTTON

"GO TO CRM->SELECT CUSTOMER->CLICK NEW->SELCET THE CUSTOMER TYPE AS *RETAIL*->SELECT THE CUSTOMER CATEGORY AS REQUIRED WHICH YOU CREATED IN THE CUSTOMER CATEGORY MASTER->ENTER CUSTOMER DETAILS->IF CREDIT IS TO BE GIVEN TO THE CUSTOMER THEN SUPPORT CREDIT OPTION CAN BE CLICKED & GST NO. TO BE ENTEREDCLICK SAVE BUTTTON (FOR B2B CLIENTS)"

GO TO CRM->CLICK CUSTOMER->CLICK SEARCH BUTTON DIRECTLY->IN THE NAME BOX TYPE * % * ->CLICK SEARCH-> FULL CUSTOMER LIST WILL LOAD ->FILTERS CAN BE USED TO SEARCH THE CUSTOMERS FILTER WISE

GO TO CRM->CLICK CUSTOMER->CLICK SEARCH BUTTON DIRECTLY->IN THE NAME BOX TYPE * % * ->CLICK SEARCH-> FULL CUSTOMER LIST WILL LOAD ->TICK WITH ADDRESS/WITHOUT ADDRESS OPTION-> SEARCH AGAIN

GO TO CRM -> SELECT SEND SMS->SELECT BILL VALUE FROM & TO->TYPE THE CONTENT IN THE MESSAGE BOX ->SELECT ALL NUMBERS->CLICK SEND SMS

GO TO CRM->SELECT LOYALTY MANAGEMENT->TYPE MOBILE NO./CUSTOMER NAME->CLICK SEARCH-> ADD LOYALTY POINTS IF REQUIRED AD OPTION TO UPLOAD THE BARCODES VIA EXCEL AND FOLLOW THE SAME ABOVE PROCESS)"

GO TO CRM->LOYALTY MANAGEMENT->TYPE CARD NO/MOBILE NO/EMAIL ID/CUSTOMER NAME->CLICK SEARCH BUTTON->CLICK EDIT

GO TO CRM->SELECT CUSTOMER ORDER->GO TO NEW ORDER->TYPE TO MOBILE NO,NAME,ADDRESS,CITY,SUPPLIER,PRODUCT,BRAND & CLICK ADD>SELECT COMPANY,LOCATION & GO TO ADD ->CLICK SAVE

EXCEPT SMS SENDING MANUALY TO CUSTOMER ALL OTHER SMS ARE CONFIGURED BY QUANTO TEAM. SOME SAMPLE SMS ARE
1. SENDING THANK YOU SMS TO CUSTOMER WITH THE BILL NO AND BILL VALUE FOR PURCHASING FROM YOUR STORE.
2.SENDING GREETING SMS FOR YOUR CUSTOMERS BIRTHDAY AND ANNIVERSARY.
3. SENDING THE DISCOUNT BILL DETAILS AND CANCELLED BILL DETAILS TO THE STOREINCHARGE.
4. WE CAN SEND SALE DETAILS LOCATION WISE FOR EVERY ONE HOUR TO THE STORE INCHARGE AND THE OWNER (FOR SENDING SMS YOU HAVE TO GET API FROM THE SMS PROVIDER(THIRD PARTY) & CONTACT QUANTO SUPPORT TEAM)

YOU CAN REDUCE THE ADVANCE AMOUNT BY GIVING DISCOUNT, AFTER THAT YOU HAVE TO MAKE THE CUSTOMER'S ORDER TO COMPLETED STATUS (THE CUSTOMER'S ORDER WILL NOT MINGLE WITH THE DAY SALES)

GIFT COUPON IS THE DISCOUNT GIVEN TO YOUR CUSTOMER FROM PROFIT. WE CAN APPLY THE COUPON ONLY IN CUSTOMER LOYALTY ON POS SCREEN
GIFT VOUCHER IS A VOUCHER GIVEN TO THE CUSTOMER FOR THE EXCHANGABLE PRODUCTS. WE CAN APPLY THE VOUCHER ONLY IN SETTLEMENT SCREEN

GO TO CRM -> LOYALTY MANAGEMENT -> ENTER THE CARD NO AND MOBILE NO - > CLICK SEARCH BUTTON ->CLICK EDIT -> SAVE